City
Wealth management firms in Omaha, Nebraska
As of October 2, 2026, 65 wealth management firms, including broker-dealer firms, with their main office in Omaha, Nebraska reported $85.5 billion in regulatory assets under management; the largest by assets was CWM, LLC, with $50.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 65
- Regulatory assets under management
- $85.5 billion
- Average per firm
- $1.3 billion
- SEC-registered, of those listed
- 32 of 65 (49.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | CWM, LLC | SEC | $50.6 billion | 154,206 |
| 2 | Mutual Advisors, LLC | SEC | $9.4 billion | 24,295 |
| 3 | Avior Wealth Management, LLC | SEC | $6.5 billion | 4,894 |
| 4 | Lutz Financial | SEC | $3.2 billion | 2,689 |
| 5 | Private Wealth Asset Management | SEC | $2.5 billion | 2,268 |
| 6 | Wealthplan Investment Management LLC | SEC | $2.2 billion | 5,313 |
| 7 | Wealthplan Partners | SEC | $1.1 billion | 3,681 |
| 8 | Stevens Capital Partners | SEC | $810.3 million | 2,575 |
| 9 | Cambridge Advisors Inc | SEC | $693.5 million | 826 |
| 10 | Westchester Capital Management Inc | SEC | $691.3 million | 681 |
| 11 | Smart Wealth, LLC | SEC | $686.4 million | 3,660 |
| 12 | America First Investment Advisors LLC | SEC | $665.1 million | 622 |
| 13 | Sequent Planning, LLC | SEC | $589.5 million | 6,015 |
| 14 | Prairie Wealth Advisors, Inc. | SEC | $558.0 million | 389 |
| 15 | Arkfeld Wealth Strategies, L.L.C. | SEC | $538.0 million | 2,204 |
| 16 | Iams Wealth Management, LLC | SEC | $397.2 million | 2,400 |
| 17 | Morey & Quinn Wealth Partners | SEC | $373.4 million | 1,575 |
| 18 | Pflug Koory, LLC | SEC | $347.0 million | 124 |
| 19 | Cornerstone Financial Group,llc | SEC | $292.2 million | 950 |
| 20 | Hiley Hunt Wealth Management, Inc. | SEC | $289.6 million | 1,044 |
| 21 | Nabity-Jensen Investment Management, Inc. | SEC | $258.5 million | 217 |
| 22 | Bazis Private Wealth, LLC | SEC | $244.1 million | 530 |
| 23 | Revolution Capital, LLC | SEC | $241.9 million | 750 |
| 24 | True Measure Wealth Management | SEC | $241.5 million | 342 |
| 25 | Keystone Financial Services, LLC | SEC | $240.3 million | 1,695 |
| 26 | Blue Capital | SEC | $200.8 million | 1,170 |
| 27 | Walnut Private Equity Partners, LLC | SEC | $172.6 million | 2 |
| 28 | Ellerbrock-Norris Wealth Strategies LLC | SEC | $171.6 million | 342 |
| 29 | Intentional Retirement, LLC | SEC | $150.0 million | 465 |
| 30 | Sterling Financial Advisors, LLC | SEC | $144.6 million | 321 |
| 31 | Fairway Asset Management, LLC | SEC | $117.4 million | 83 |
| 32 | Convergence Advisory Group | State | $104.5 million | 612 |
| 33 | Dessonville Financial Group Incorporated | State | $83.7 million | 174 |
| 34 | Sanders Retirement Planning LLC | State | $62.3 million | 281 |
| 35 | CWS Wealth Partners | State | $62.0 million | 221 |
| 36 | Schenkelberg Investments, LLC | State | $59.5 million | 304 |
| 37 | Clark Wealth Strategies, Inc | State | $53.0 million | 87 |
| 38 | Professional Retirement Strategies LLC | State | $52.1 million | 344 |
| 39 | Teckmeyer Financial Services, L.L.C. 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. | State | $51.6 million | 44 |
| 40 | Lexus Wealth Management | State | $42.3 million | 490 |
| 41 | Footprints Asset Management & Research, Inc. | State | $41.9 million | 162 |
| 42 | Guide Rock Capital Management, Inc. | State | $41.0 million | 165 |
| 43 | JB Financial Services, Inc. | State | $36.9 million | 159 |
| 44 | Mutual of Omaha Investor Services, Inc. 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 | $32.0 million | 144 |
| 45 | Virtue Wealth Counsel, LLC | State | $30.8 million | 145 |
| 46 | Carlson Wealth, LLC | State | $29.5 million | 348 |
| 47 | Executive Wealth Partners | State | $18.3 million | 25 |
| 48 | Fyvie Financial LLC | State | $15.9 million | 141 |
| 49 | Ils Financial, LLC | State | $12.8 million | 69 |
| 50 | Longview Investment Management LLC | State | $8.5 million | 68 |
| 51 | Adaptive Advice, LLC | State | $8.3 million | 48 |
| 52 | Well Advised, LLC | State | $6.0 million | 44 |
| 53 | Vogel Wealth Management, LLC | State | $5.3 million | 28 |
| 54 | Turner Financial | State | $5.0 million | 26 |
| 55 | Reserve Wealth Planning | State | $3.4 million | 41 |
| 56 | Canvas Retirement Planning LLC | State | $2.4 million | 14 |
| 57 | McTaggart Capital, LLC | State | $2.1 million | 23 |
| 58 | Camston Asset Management, LLC | State | $908,277 | 2 |
| 59 | Doctors Family Office LLC | State | $0 | 0 |
| 60 | Find Your FI | State | $0 | 0 |
| 61 | Legacy Estate Planning Group, Inc. | State | $0 | 0 |
| 62 | Moat Capital | State | $0 | 0 |
| 63 | Moyer Financials LLC | State | $0 | 0 |
| 64 | Open Prairie Wealth Management | State | $0 | 0 |
| 65 | Schneider 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.