# Independent RIAs with the most high net worth clients in Nebraska

As of October 2, 2026, CWM, LLC ranked #1 in Nebraska in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 7,231.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/most-hnw-clients/nebraska/

## Facts

- ranking: Independent RIAs with the most high net worth clients
- how_it_is_computed: 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.
- unit: count
- scope: Nebraska
- firms_listed: 89
- rows: rank: 1, crd: 155344, firm: CWM, LLC, city: Omaha, state: NE, value: 7231, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155344/; rank: 2, crd: 148674, firm: Avior Wealth Management, LLC, city: Omaha, state: NE, value: 2288, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148674/; rank: 3, crd: 167658, firm: Mutual Advisors, LLC, city: Omaha, state: NE, value: 2233, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167658/; rank: 4, crd: 129015, firm: McMill CPA and Advisors, city: Norfolk, state: NE, value: 1382, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129015/; rank: 5, crd: 168307, firm: Lincoln Capital, LLC, city: Lincoln, state: NE, value: 639, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168307/; rank: 6, crd: 117273, firm: Lutz Financial, city: Omaha, state: NE, value: 420, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117273/; rank: 7, crd: 135879, firm: Allen Capital Group, LLC, city: Grand Island, state: NE, value: 410, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135879/; rank: 8, crd: 315819, firm: Private Wealth Asset Management, city: Omaha, state: NE, value: 406, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315819/; rank: 9, crd: 311364, firm: Wealthplan Investment Management LLC, city: Omaha, state: NE, value: 375, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311364/; rank: 10, crd: 111033, firm: Pittenger & Anderson Inc, city: Lincoln, state: NE, value: 341, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111033/; rank: 11, crd: 315496, firm: Smart Wealth, LLC, city: Omaha, state: NE, value: 339, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315496/; rank: 12, crd: 305026, firm: Wealthplan Partners, city: Omaha, state: NE, value: 248, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305026/; rank: 13, crd: 110961, firm: Westchester Capital Management Inc, city: Omaha, state: NE, value: 210, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110961/; rank: 14, crd: 173719, firm: Professional Financial Advisors, LLC, city: North Platte, state: NE, value: 193, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173719/; rank: 15, crd: 106984, firm: America First Investment Advisors LLC, city: Omaha, state: NE, value: 175, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106984/; rank: 16, crd: 327894, firm: Stonebridge Wealth Systems LLC, city: Kearney, state: NE, value: 139, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327894/; rank: 17, crd: 300012, firm: Bellwether Wealth, city: Lincoln, state: NE, value: 135, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300012/; rank: 18, crd: 293175, firm: Arkfeld Wealth Strategies, L.L.C., city: Omaha, state: NE, value: 132, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293175/; rank: 19, crd: 285484, firm: Flagstone Financial Management, LLC, city: Lincoln, state: NE, value: 126, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285484/; rank: 20, crd: 164942, firm: Hiley Hunt Wealth Management, Inc., city: Omaha, state: NE, value: 108, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164942/; rank: 21, crd: 113836, firm: Wealth Advisors Network, Inc., city: Hastings, state: NE, value: 102, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113836/; rank: 22, crd: 165266, firm: Prairie Wealth Advisors, Inc., city: Omaha, state: NE, value: 100, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165266/; rank: 23, crd: 104851, firm: Cambridge Advisors Inc, city: Omaha, state: NE, value: 99, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104851/; rank: 24, crd: 129246, firm: Cornerstone Financial Group,llc, city: Omaha, state: NE, value: 96, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129246/; rank: 24, crd: 317517, firm: Stevens Capital Partners, city: Omaha, state: NE, value: 96, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317517/; rank: 26, crd: 300496, firm: Revolution Capital, LLC, city: Omaha, state: NE, value: 93, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300496/; rank: 27, crd: 41438, firm: Capital Consulting & Asset Management, city: Lincoln, state: NE, value: 85, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/41438/; rank: 27, crd: 298667, firm: First Nebraska Financial Services, city: North Platte, state: NE, value: 85, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298667/; rank: 29, crd: 148605, firm: Bazis Private Wealth, LLC, city: Omaha, state: NE, value: 84, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148605/; rank: 30, crd: 310655, firm: Intentional Retirement, LLC, city: Omaha, state: NE, value: 75, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310655/; rank: 31, crd: 116265, firm: True Measure Wealth Management, city: Omaha, state: NE, value: 74, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116265/; rank: 32, crd: 128315, firm: Hbe Wealth Management, LLC, city: Lincoln, state: NE, value: 73, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128315/; rank: 33, crd: 323120, firm: Leibman Financial Servces, Inc., city: Louisville, state: NE, value: 67, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323120/; rank: 34, crd: 109268, firm: Pflug Koory, LLC, city: Omaha, state: NE, value: 58, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109268/; rank: 35, crd: 286085, firm: Iams Wealth Management, LLC, city: Omaha, state: NE, value: 55, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286085/; rank: 36, crd: 304083, firm: Blue Capital, city: Omaha, state: NE, value: 52, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304083/; rank: 37, crd: 107783, firm: Sterling Financial Advisors, LLC, city: Omaha, state: NE, value: 51, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107783/; rank: 38, crd: 309669, firm: Planvest, LLC, city: Blair, state: NE, value: 49, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309669/; rank: 39, crd: 328455, firm: Spiehs Wealth Management, Inc., city: Grand Island, state: NE, value: 47, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328455/; rank: 40, crd: 160381, firm: Sequent Planning, LLC, city: Omaha, state: NE, value: 45, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160381/; rank: 41, crd: 128455, firm: Nabity-Jensen Investment Management, Inc., city: Omaha, state: NE, value: 42, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128455/; rank: 41, crd: 282370, firm: Garnett Investment Strategies, city: Beatrice, state: NE, value: 42, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282370/; rank: 43, crd: 332074, firm: Morey & Quinn Wealth Partners, city: Omaha, state: NE, value: 40, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332074/; rank: 44, crd: 295099, firm: Ellerbrock-Norris Wealth Strategies LLC, city: Omaha, state: NE, value: 39, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/295099/; rank: 45, crd: 139492, firm: Round Table Investment Strategies, LLC, city: Lincoln, state: NE, value: 34, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139492/; rank: 46, crd: 118132, firm: Dessonville Financial Group Incorporated, city: Omaha, state: NE, value: 30, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118132/; rank: 46, crd: 308397, firm: Keystone Financial Services, LLC, city: Omaha, state: NE, value: 30, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308397/; rank: 46, crd: 308408, firm: Convergence Advisory Group, city: Omaha, state: NE, value: 30, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308408/; rank: 46, crd: 338490, firm: R2 Wealth Management Partners, city: Lincoln, state: NE, value: 30, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338490/; rank: 46, crd: 339739, firm: Oldfather Financial Services, city: Kearney, state: NE, value: 30, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339739/; rank: 51, crd: 316103, firm: Financial Design Group, LLC, city: Lavista, state: NE, value: 28, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316103/; rank: 52, crd: 282055, firm: Paradigm Wealth Management, city: Lincoln, state: NE, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282055/; rank: 52, crd: 316112, firm: CWS Wealth Partners, city: Omaha, state: NE, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316112/; rank: 54, crd: 333590, firm: Sanders Retirement Planning LLC, city: Omaha, state: NE, value: 25, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333590/; rank: 55, crd: 337545, firm: Alta Strada Wealth Management, city: Lincoln, state: NE, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337545/; rank: 56, crd: 149820, firm: Guide Rock Capital Management, Inc., city: Omaha, state: NE, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149820/; rank: 57, crd: 141373, firm: MJB Financial Planning, city: Lincoln, state: NE, value: 20, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141373/; rank: 58, crd: 118828, firm: Foy Financial Services, Inc., city: Lincoln, state: NE, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118828/; rank: 59, crd: 318362, firm: Carlson Wealth, LLC, city: Omaha, state: NE, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318362/; rank: 60, crd: 146090, firm: Clark Wealth Strategies, Inc, city: Omaha, state: NE, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146090/; rank: 61, crd: 283281, firm: Schenkelberg Investments, LLC, city: Omaha, state: NE, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283281/; rank: 61, crd: 324698, firm: Echo Financial LLC, city: Arnold, state: NE, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324698/; rank: 63, crd: 108026, firm: Arnold Weitz & Co, city: Elkhorn, state: NE, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108026/; rank: 63, crd: 150011, firm: Sipherd Wealth Management, LLC, city: Lincoln, state: NE, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150011/; rank: 65, crd: 128040, firm: Footprints Asset Management & Research, Inc., city: Omaha, state: NE, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128040/; rank: 65, crd: 139373, firm: JB Financial Services, Inc., city: Omaha, state: NE, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139373/; rank: 65, crd: 146636, firm: Fairway Asset Management, LLC, city: Omaha, state: NE, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146636/; rank: 68, crd: 329935, firm: Arc Element Wealth Design, city: Papillion, state: NE, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329935/; rank: 69, crd: 281233, firm: Liberty Advisers Inc., city: Lincoln, state: NE, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281233/; rank: 69, crd: 287808, firm: Professional Retirement Strategies LLC, city: Omaha, state: NE, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287808/; rank: 69, crd: 300110, firm: Plains Advisory LLC, city: Grand Island, state: NE, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300110/; rank: 69, crd: 325200, firm: Lexus Wealth Management, city: Omaha, state: NE, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325200/; rank: 73, crd: 301256, firm: Longview Investment Management LLC, city: Omaha, state: NE, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301256/; rank: 74, crd: 297608, firm: Executive Wealth Partners, city: Omaha, state: NE, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297608/; rank: 74, crd: 298592, firm: Virtue Wealth Counsel, LLC, city: Omaha, state: NE, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298592/; rank: 74, crd: 318321, firm: Alphaomega Wealth Management, LLC, city: Lincoln, state: NE, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318321/; rank: 74, crd: 326498, firm: Vogel Wealth Management, LLC, city: Omaha, state: NE, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326498/; rank: 74, crd: 333825, firm: Maxus Wealth Management LLC, city: Seward, state: NE, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333825/; rank: 79, crd: 289438, firm: Primus Wealth Advisors LLC, city: York, state: NE, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289438/; rank: 79, crd: 310529, firm: Adaptive Advice, LLC, city: Omaha, state: NE, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310529/; rank: 81, crd: 283600, firm: Wealthmark, city: Papillion, state: NE, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283600/; rank: 81, crd: 331725, firm: Ils Financial, LLC, city: Omaha, state: NE, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331725/; rank: 83, crd: 135401, firm: Kompass Financial Advisors, Inc., city: Hamlet, state: NE, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135401/; rank: 83, crd: 168840, firm: Walnut Private Equity Partners, LLC, city: Omaha, state: NE, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168840/; rank: 83, crd: 292723, firm: Spar Wealth Management LLC, city: Elkhorn, state: NE, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292723/; rank: 83, crd: 313224, firm: Charles Capital, city: Papillion, state: NE, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313224/; rank: 87, crd: 325033, firm: Reserve Wealth Planning, city: Omaha, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325033/; rank: 87, crd: 327102, firm: First Class Wealth Management LLC, city: Gretna, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327102/; rank: 87, crd: 334842, firm: Turner Financial, city: Omaha, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334842/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the most high net worth clients, nationally](https://advisoriq.com/ria/rankings/most-hnw-clients/)
- [RIA market data for Nebraska](https://advisoriq.com/ria/states/nebraska/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-hnw-clients/nebraska/

License: https://advisoriq.com/license/