Adviser Record

Investment advisers in NE

70 SEC-registered firms · $250.10 billion in regulatory assets · 10 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

FirmCityAssetsDisclosures
Agman CapitalOmaha$140.2 million0
Allen Capital Group, LLCGrand Island$1.50 billion0
Allstate Financial Advisors, LLCLincoln$142.4 million2
America First Investment Advisors LLCOmaha$665.1 million0
Ameritas Advisory Services, LLCLincoln$13.75 billion7
Ameritas Investment Partners, Inc.Lincoln$29.01 billion0
Arkfeld Wealth Strategies, L.L.C.Omaha$538.0 million0
Arnold Weitz & CoElkhorn$438.1 million0
Avior Wealth Management, LLCOmaha$6.46 billion0
Bazis Private Wealth, LLCOmaha$244.1 million0
Bellwether WealthLincoln$784.0 million0
Blue CapitalOmaha$200.8 million0
Bridges Investment Management IncOmaha$11.31 billion0
Cambridge Advisors IncOmaha$693.5 million0
Capital Consulting & Asset ManagementLincoln$218.7 million0
Carson Group InvestingOmaha$2.05 billion0
Cornerstone Financial Group,llcOmaha$292.2 million0
Cwm, LLCOmaha$50.58 billion0
Ellerbrock-norris Wealth Strategies LLCOmaha$171.6 million0
Fairway Asset Management, LLCOmaha$117.4 million0
Financial Design Group, LLCLavista$113.4 million0
First National Advisers, LLCOmaha$7.37 billion3
First Nebraska Financial ServicesNorth Platte$458.0 million0
Flagstone Financial Management, LLCLincoln$467.8 million0
Garnett Investment StrategiesBeatrice$158.0 million5
Hbe Wealth Management, LLCLincoln$277.4 million0
Hiley Hunt Wealth Management, Inc.Omaha$289.6 million0
Iams Wealth Management, LLCOmaha$397.2 million7
Intentional Retirement, LLCOmaha$150.0 million0
Interalpen Partners, LLCOmaha$273.7 million0
Ironvine Capital Partners, LLCOmaha$1.14 billion0
Keystone Financial Services, LLCOmaha$240.3 million0
Lawson Kroeker Investment Management IncOmaha$428.6 million0
Leibman Financial Servces, Inc.Louisville$173.1 million0
Lincoln Capital, LLCLincoln$844.8 million0
Lutz FinancialOmaha$3.19 billion0
M-one CapitalOmaha$3.77 billion0
Mcmill Cpa and AdvisorsNorfolk$862.3 million0
Morey & Quinn Wealth PartnersOmaha$373.4 million0
Mutual Advisors, LLCOmaha$8.55 billion0
Mutual of Omaha Investor Services, Inc.Omaha$32.0 million2
Nabity-jensen Investment Management, Inc.Omaha$258.5 million0
Oldfather Financial ServicesKearney$556.3 million0
Orion Portfolio Solutions, LLCOmaha$64.84 billion0
Panorama Point Partners, LLCOmaha$178.1 million0
Paradigm Wealth ManagementLincoln$116.3 million0
Pflug Koory, LLCOmaha$347.0 million0
Pittenger & Anderson IncLincoln$3.03 billion0
Plan a Wealth, LLCLincoln$433.8 million0
Prairie Wealth Advisors, Inc.Omaha$558.0 million5
Private Wealth Asset ManagementOmaha$2.52 billion0
Prodigy Asset Management LLCOmaha$2.44 billion0
Professional Financial Advisors, LLCNorth Platte$769.8 million0
R2 Wealth Management PartnersLincoln$236.0 million0
Revolution Capital, LLCOmaha$241.9 million0
Sequent Planning, LLCOmaha$589.5 million0
Smart Wealth, LLCOmaha$686.4 million0
Stevens Capital PartnersOmaha$810.3 million0
Stonebridge Wealth Systems LLCKearney$369.1 million0
The Magnolia Group, LLCOmaha$710.6 million0
Tributary Capital Management, LLCOmaha$1.90 billion3
True Measure Wealth ManagementOmaha$241.5 million2
Walnut Private Equity Partners, LLCOmaha$172.6 million0
Wealth Advisors Network, Inc.Hastings$300.3 million0
Wealth ManagementNorfolk$3.71 billion3
Wealthplan Investment Management LLCOmaha$2.19 billion0
Wealthplan PartnersOmaha$1.12 billion0
Weitz Investment Management, Inc.Omaha$8.08 billion0
Westchester Capital Management IncOmaha$556.3 million0
Whitetail Rock Capital Management, LLCLincoln$3.28 billion0