City
Wealth management firms in Lincoln, Nebraska
As of October 2, 2026, 20 wealth management firms, including broker-dealer firms, with their main office in Lincoln, Nebraska reported $20.5 billion in regulatory assets under management; the largest by assets was Ameritas Advisory Services, LLC, with $13.7 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 20
- Regulatory assets under management
- $20.5 billion
- Average per firm
- $1.0 billion
- SEC-registered, of those listed
- 10 of 20 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Ameritas Advisory Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $13.7 billion | 45,299 |
| 2 | Pittenger & Anderson Inc | SEC | $3.0 billion | 2,261 |
| 3 | Lincoln Capital, LLC | SEC | $844.8 million | 1,266 |
| 4 | Bellwether Wealth | SEC | $784.0 million | 1,461 |
| 5 | Flagstone Financial Management, LLC | SEC | $467.8 million | 353 |
| 6 | Plan A Wealth, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $433.8 million | 2,203 |
| 7 | Hbe Wealth Management, LLC | SEC | $277.4 million | 667 |
| 8 | R2 Wealth Management Partners | SEC | $236.0 million | 883 |
| 9 | Capital Consulting & Asset Management | SEC | $218.7 million | 1,988 |
| 10 | Paradigm Wealth Management | SEC | $116.3 million | 351 |
| 11 | Round Table Investment Strategies, LLC | State | $106.7 million | 382 |
| 12 | MJB Financial Planning | State | $60.2 million | 120 |
| 13 | Foy Financial Services, Inc. | State | $57.9 million | 194 |
| 14 | Alta Strada Wealth Management | State | $52.7 million | 54 |
| 15 | Alphaomega Wealth Management, LLC | State | $20.2 million | 98 |
| 16 | Liberty Advisers Inc. | State | $19.9 million | 93 |
| 17 | 402 Financial | State | $10.8 million | 81 |
| 18 | TRJ Wealth Management, Inc. | State | $2.4 million | 18 |
| 19 | P23 Financial, Inc | State | $0 | 0 |
| 20 | Sipherd Wealth Management, LLC | State | $0 | 0 |
Wealth management firms 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.