IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Ranking, Nebraska

Wealth firms with the most high net worth clients, including broker-dealer firms in Nebraska

As of October 2, 2026, CWM, LLC ranked #1 in Nebraska in AdvisorIQ's ranking of wealth firms with the most high net worth clients, including broker-dealer firms, with 7,231.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(b)(1)) in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Rank Firm City Most high net worth clients
1 CWM, LLC Omaha 7,231
2 Avior Wealth Management, LLC Omaha 2,288
3 Mutual Advisors, LLC Omaha 2,233
4 Mutual of Omaha Investor Services, Inc. Broker-dealer affiliated Omaha 1,595
5 McMill CPA and Advisors Norfolk 1,382
6 Ameritas Advisory Services, LLC Broker-dealer affiliated Lincoln 904
7 Lincoln Capital, LLC Lincoln 639
8 Lutz Financial Omaha 420
9 Allen Capital Group, LLC Grand Island 410
10 Private Wealth Asset Management Omaha 406
11 Wealthplan Investment Management LLC Omaha 375
12 Pittenger & Anderson Inc Lincoln 341
13 Smart Wealth, LLC Omaha 339
14 Wealthplan Partners Omaha 248
15 Westchester Capital Management Inc Omaha 210
16 Professional Financial Advisors, LLC North Platte 193
17 America First Investment Advisors LLC Omaha 175
18 Plan A Wealth, LLC Broker-dealer affiliated Lincoln 163
19 Stonebridge Wealth Systems LLC Kearney 139
20 Bellwether Wealth Lincoln 135
21 Arkfeld Wealth Strategies, L.L.C. Omaha 132
22 Flagstone Financial Management, LLC Lincoln 126
23 Hiley Hunt Wealth Management, Inc. Omaha 108
24 Wealth Advisors Network, Inc. Hastings 102
25 Prairie Wealth Advisors, Inc. Omaha 100
26 Cambridge Advisors Inc Omaha 99
27 Cornerstone Financial Group,llc Omaha 96
27 Stevens Capital Partners Omaha 96
29 Revolution Capital, LLC Omaha 93
30 Capital Consulting & Asset Management Lincoln 85
30 First Nebraska Financial Services North Platte 85
32 Bazis Private Wealth, LLC Omaha 84
33 Intentional Retirement, LLC Omaha 75
34 True Measure Wealth Management Omaha 74
35 Hbe Wealth Management, LLC Lincoln 73
36 Leibman Financial Servces, Inc. Louisville 67
37 Pflug Koory, LLC Omaha 58
38 Iams Wealth Management, LLC Omaha 55
39 Blue Capital Omaha 52
40 Sterling Financial Advisors, LLC Omaha 51
41 Planvest, LLC Blair 49
42 Spiehs Wealth Management, Inc. Grand Island 47
43 Sequent Planning, LLC Omaha 45
44 Nabity-Jensen Investment Management, Inc. Omaha 42
44 Garnett Investment Strategies Beatrice 42
46 Morey & Quinn Wealth Partners Omaha 40
47 Ellerbrock-Norris Wealth Strategies LLC Omaha 39
48 Round Table Investment Strategies, LLC Lincoln 34
49 Dessonville Financial Group Incorporated Omaha 30
49 Keystone Financial Services, LLC Omaha 30
49 Convergence Advisory Group Omaha 30
49 R2 Wealth Management Partners Lincoln 30
49 Oldfather Financial Services Kearney 30
54 Financial Design Group, LLC Lavista 28
55 Paradigm Wealth Management Lincoln 27
55 CWS Wealth Partners Omaha 27
57 Sanders Retirement Planning LLC Omaha 25
58 Teckmeyer Financial Services, L.L.C. Broker-dealer affiliated Omaha 23
59 Alta Strada Wealth Management Lincoln 22
60 Guide Rock Capital Management, Inc. Omaha 21
61 MJB Financial Planning Lincoln 20
62 Foy Financial Services, Inc. Lincoln 17
63 Carlson Wealth, LLC Omaha 16
64 Clark Wealth Strategies, Inc Omaha 15
65 Schenkelberg Investments, LLC Omaha 14
65 Echo Financial LLC Arnold 14
67 Arnold Weitz & Co Elkhorn 12
67 Sipherd Wealth Management, LLC Lincoln 12
69 Footprints Asset Management & Research, Inc. Omaha 11
69 JB Financial Services, Inc. Omaha 11
69 Fairway Asset Management, LLC Omaha 11
72 Arc Element Wealth Design Papillion 10
73 Liberty Advisers Inc. Lincoln 8
73 Professional Retirement Strategies LLC Omaha 8
73 Plains Advisory LLC Grand Island 8
73 Lexus Wealth Management Omaha 8
77 Longview Investment Management LLC Omaha 7
78 Executive Wealth Partners Omaha 6
78 Virtue Wealth Counsel, LLC Omaha 6
78 Alphaomega Wealth Management, LLC Lincoln 6
78 Vogel Wealth Management, LLC Omaha 6
78 Maxus Wealth Management LLC Seward 6
83 Primus Wealth Advisors LLC York 5
83 Adaptive Advice, LLC Omaha 5
85 Wealthmark Papillion 3
85 Ils Financial, LLC Omaha 3
87 Kompass Financial Advisors, Inc. Hamlet 2
87 Walnut Private Equity Partners, LLC Omaha 2
87 Spar Wealth Management LLC Elkhorn 2
87 Charles Capital Papillion 2
91 Reserve Wealth Planning Omaha 1
91 First Class Wealth Management LLC Gretna 1
91 Turner Financial Omaha 1

93 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Most high net worth clients by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.