Investment advisers in Omaha, NE

45 SEC-registered firms with a main office here.

Form ADV data as of 2026-11-01

Firm	Assets	Employees	Disclosures
Orion Portfolio Solutions, LLC	$64.84 billion	305	0
Cwm, LLC	$50.58 billion	1,416	0
Bridges Investment Management Inc	$11.31 billion	79	0
Mutual Advisors, LLC	$9.45 billion	223	0
Weitz Investment Management, Inc.	$8.08 billion	36	0
First National Advisers, LLC	$7.37 billion	35	3
Avior Wealth Management, LLC	$6.46 billion	170	0
M-one Capital	$3.77 billion	31	0
Lutz Financial	$3.19 billion	23	0
Private Wealth Asset Management	$2.52 billion	32	0
Prodigy Asset Management LLC	$2.44 billion	9	0
Wealthplan Investment Management LLC	$2.19 billion	34	0
Carson Group Investing	$2.05 billion	7	0
Tributary Capital Management, LLC	$1.90 billion	19	3
Ironvine Capital Partners, LLC	$1.14 billion	5	0
Wealthplan Partners	$1.12 billion	56	0
Stevens Capital Partners	$810.3 million	21	0
The Magnolia Group, LLC	$710.6 million	2	0
Cambridge Advisors Inc	$693.5 million	6	0
Westchester Capital Management Inc	$691.3 million	9	0
Smart Wealth, LLC	$686.4 million	41	0
America First Investment Advisors LLC	$665.1 million	7	0
Sequent Planning, LLC	$589.5 million	102	0
Prairie Wealth Advisors, Inc.	$558.0 million	12	5
Arkfeld Wealth Strategies, L.L.C.	$538.0 million	8	0
Lawson Kroeker Investment Management Inc	$428.6 million	7	0
Iams Wealth Management, LLC	$397.2 million	53	7
Morey & Quinn Wealth Partners	$373.4 million	4	0
Pflug Koory, LLC	$347.0 million	2	0
Cornerstone Financial Group,llc	$292.2 million	7	0
Hiley Hunt Wealth Management, Inc.	$289.6 million	3	0
Interalpen Partners, LLC	$273.7 million	11	0
Nabity-jensen Investment Management, Inc.	$258.5 million	3	0
Bazis Private Wealth, LLC	$244.1 million	5	0
Revolution Capital, LLC	$241.9 million	8	0
True Measure Wealth Management	$241.5 million	2	2
Keystone Financial Services, LLC	$240.3 million	11	0
Blue Capital	$200.8 million	7	0
Panorama Point Partners, LLC	$178.1 million	11	0
Walnut Private Equity Partners, LLC	$172.6 million	3	0
Ellerbrock-norris Wealth Strategies LLC	$171.6 million	2	0
Intentional Retirement, LLC	$150.0 million	2	0
Agman Capital	$140.2 million	3	0
Fairway Asset Management, LLC	$117.4 million	4	0
Mutual of Omaha Investor Services, Inc.	$32.0 million	285	2