City
Independent RIAs in Lincoln, Nebraska
As of October 2, 2026, 18 independent wealth management RIAs with their main office in Lincoln, Nebraska reported $6.3 billion in regulatory assets under management; the largest by assets was Pittenger & Anderson Inc, with $3.0 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 18
- Regulatory assets under management
- $6.3 billion
- Average per firm
- $350.6 million
- SEC-registered, of those listed
- 8 of 18 (44.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Pittenger & Anderson Inc | SEC | $3.0 billion | 2,261 |
| 2 | Lincoln Capital, LLC | SEC | $844.8 million | 1,266 |
| 3 | Bellwether Wealth | SEC | $784.0 million | 1,461 |
| 4 | Flagstone Financial Management, LLC | SEC | $467.8 million | 353 |
| 5 | Hbe Wealth Management, LLC | SEC | $277.4 million | 667 |
| 6 | R2 Wealth Management Partners | SEC | $236.0 million | 883 |
| 7 | Capital Consulting & Asset Management | SEC | $218.7 million | 1,988 |
| 8 | Paradigm Wealth Management | SEC | $116.3 million | 351 |
| 9 | Round Table Investment Strategies, LLC | State | $106.7 million | 382 |
| 10 | MJB Financial Planning | State | $60.2 million | 120 |
| 11 | Foy Financial Services, Inc. | State | $57.9 million | 194 |
| 12 | Alta Strada Wealth Management | State | $52.7 million | 54 |
| 13 | Alphaomega Wealth Management, LLC | State | $20.2 million | 98 |
| 14 | Liberty Advisers Inc. | State | $19.9 million | 93 |
| 15 | 402 Financial | State | $10.8 million | 81 |
| 16 | TRJ Wealth Management, Inc. | State | $2.4 million | 18 |
| 17 | P23 Financial, Inc | State | $0 | 0 |
| 18 | Sipherd Wealth Management, LLC | State | $0 | 0 |
Independent RIAs in Nebraska, including every city.
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.