Research Report · 2026-06-30
Institutional Registered Investment Advisers in Nebraska
SEC-registered investment advisers in Nebraska ranked by reported institutional client assets.
Firms
56
Total AUM
$242.13B
Median AUM
$616.5M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | AMERITAS INVESTMENT PARTNERS, INC. | LINCOLN | 109381 | $29.01B | 51 | 2026-03-31 | → |
| 2 | ORION PORTFOLIO SOLUTIONS, LLC | OMAHA | 107975 | $64.84B | 305 | 2026-06-30 | → |
| 3 | BRIDGES INVESTMENT MANAGEMENT INC | OMAHA | 108028 | $11.31B | 79 | 2026-06-30 | → |
| 4 | FIRST NATIONAL ADVISERS, LLC | OMAHA | 277146 | $7.37B | 35 | 2026-06-30 | → |
| 5 | CWM, LLC | OMAHA | 155344 | $50.58B | 1,416 | 2026-06-30 | → |
| 6 | WHITETAIL ROCK CAPITAL MANAGEMENT, LLC | LINCOLN | 156675 | $3.28B | 3 | 2026-03-31 | → |
| 7 | CARSON GROUP INVESTING, LLC | OMAHA | 291744 | $2.05B | 7 | 2026-05-31 | → |
| 8 | WEALTH MANAGEMENT NEBRASKA LLC | NORFOLK | 137080 | $3.71B | 61 | 2026-06-30 | → |
| 9 | PRODIGY ASSET MANAGEMENT LLC | OMAHA | 106457 | $2.44B | 9 | 2026-06-30 | → |
| 10 | HUB INVESTMENT ADVISORS, INC | OMAHA | 164600 | $2.07B | 9 | 2026-01-31 | → |
| 11 | PITTENGER & ANDERSON INC | LINCOLN | 111033 | $3.03B | 14 | 2026-01-31 | → |
| 12 | IRONVINE CAPITAL PARTNERS, LLC | OMAHA | 168892 | $1.14B | 5 | 2026-05-31 | → |
| 13 | AVIOR WEALTH MANAGEMENT, LLC | OMAHA | 148674 | $6.46B | 170 | 2026-04-30 | → |
| 14 | LUTZ FINANCIAL SERVICES, LLC | OMAHA | 117273 | $3.19B | 22 | 2026-03-31 | → |
| 15 | TRIBUTARY CAPITAL MANAGEMENT, LLC | OMAHA | 112528 | $1.90B | 19 | 2026-04-30 | → |
| 16 | AMERITAS ADVISORY SERVICES, LLC | LINCOLN | 317245 | $13.75B | 797 | 2026-03-31 | → |
| 17 | MUTUAL ADVISORS, LLC | OMAHA | 167658 | $8.55B | 208 | 2026-06-30 | → |
| 18 | CAMBRIDGE ADVISORS INC | OMAHA | 104851 | $693.5M | 6 | 2026-03-31 | → |
| 19 | WEALTHPLAN INVESTMENT MANAGEMENT LLC | OMAHA | 311364 | $2.19B | 34 | 2026-06-30 | → |
| 20 | WEITZ INVESTMENT MANAGEMENT, INC. | OMAHA | 105088 | $8.08B | 36 | 2026-03-31 | → |
| 21 | MCMILL WEALTH INC | NORFOLK | 129015 | $862.3M | 50 | 2026-03-31 | → |
| 22 | LINCOLN CAPITAL, LLC | LINCOLN | 168307 | $844.8M | 9 | 2026-03-31 | → |
| 23 | PROFESSIONAL FINANCIAL ADVISORS, LLC | NORTH PLATTE | 173719 | $769.8M | 12 | 2026-06-30 | → |
| 24 | BELLWETHER ADVISORS, LLC | LINCOLN | 300012 | $784.0M | 12 | 2026-03-31 | → |
| 25 | STEVENS CAPITAL PARTNERS INC | OMAHA | 317517 | $600.7M | 21 | 2026-05-31 | → |
| 26 | ALLEN CAPITAL GROUP, LLC | GRAND ISLAND | 135879 | $1.50B | 38 | 2026-03-31 | → |
| 27 | LAWSON KROEKER INVESTMENT MANAGEMENT INC | OMAHA | 105053 | $428.6M | 7 | 2026-03-31 | → |
| 28 | PRIMARY WEALTH MANAGEMENT, LLC | BEATRICE | 282370 | $158.0M | 5 | 2026-02-28 | → |
| 29 | OFS ENTERPRISE LLC | KEARNEY | 339739 | $556.3M | 6 | 2026-05-31 | → |
| 30 | OLDFATHER FINANCIAL SERVICES LLC | KEARNEY | 112505 | $459.0M | 5 | 2025-10-31 | → |
| 31 | WESTCHESTER CAPITAL MANAGEMENT INC | OMAHA | 110961 | $556.3M | 7 | 2025-09-30 | → |
| 32 | PRAIRIE WEALTH ADVISORS, INC. | OMAHA | 165266 | $558.0M | 11 | 2026-06-30 | → |
| 33 | FAIRWAY ASSET MANAGEMENT, LLC | OMAHA | 146636 | $117.4M | 4 | 2026-03-31 | → |
| 34 | WEALTH ADVISORS NETWORK, INC. | HASTINGS | 113836 | $300.3M | 8 | 2026-04-30 | → |
| 35 | WEALTHPLAN PARTNERS, LLC | OMAHA | 305026 | $1.12B | 56 | 2026-02-28 | → |
| 36 | PFLUG KOORY, LLC | OMAHA | 109268 | $347.0M | 2 | 2026-02-28 | → |
| 37 | FIRST NEBRASKA ADVISORY LLC | NORTH PLATTE | 298667 | $458.0M | 7 | 2026-03-31 | → |
| 38 | PLAN A WEALTH, LLC | LINCOLN | 287860 | $433.8M | 13 | 2026-03-31 | → |
| 39 | FLAGSTONE FINANCIAL MANAGEMENT, LLC | LINCOLN | 285484 | $467.8M | 11 | 2026-04-30 | → |
| 40 | REVOLUTION CAPITAL, LLC | OMAHA | 300496 | $241.9M | 8 | 2026-04-30 | → |
| 41 | ELLERBROCK-NORRIS WEALTH STRATEGIES LLC | OMAHA | 295099 | $171.6M | 2 | 2026-06-30 | → |
| 42 | CORNERSTONE FINANCIAL GROUP,LLC | OMAHA | 129246 | $292.2M | 7 | 2026-06-30 | → |
| 43 | KEYSTONE FINANCIAL SERVICES, LLC | OMAHA | 308397 | $240.3M | 11 | 2026-04-30 | → |
| 44 | BAZIS PRIVATE WEALTH, LLC | OMAHA | 148605 | $244.1M | 5 | 2026-03-31 | → |
| 45 | PARADIGM WEALTH MANAGEMENT, LLC | LINCOLN | 282055 | $116.3M | 8 | 2026-04-30 | → |
| 46 | HBE WEALTH MANAGEMENT, LLC | LINCOLN | 128315 | $277.4M | 5 | 2026-02-28 | → |
| 47 | AMERICA FIRST INVESTMENT ADVISORS LLC | OMAHA | 106984 | $665.1M | 7 | 2026-06-30 | → |
| 48 | IAMS WEALTH MANAGEMENT, LLC | OMAHA | 286085 | $397.2M | 53 | 2026-04-30 | → |
| 49 | MOREY & QUINN WEALTH PARTNERS LLC | OMAHA | 332074 | $373.4M | 4 | 2026-04-30 | → |
| 50 | HILEY HUNT WEALTH MANAGEMENT, INC. | OMAHA | 164942 | $289.6M | 3 | 2026-06-30 | → |
| 51 | SMART WEALTH, LLC | OMAHA | 315496 | $632.3M | 41 | 2026-04-30 | → |
| 52 | INTENTIONAL RETIREMENT, LLC | OMAHA | 310655 | $150.0M | 2 | 2026-03-31 | → |
| 53 | NABITY-JENSEN INVESTMENT MANAGEMENT, INC. | OMAHA | 128455 | $258.5M | 3 | 2026-03-31 | → |
| 54 | FINANCIAL DESIGN GROUP, LLC | LAVISTA | 316103 | $113.4M | 3 | 2026-01-31 | → |
| 55 | ARKFELD WEALTH STRATEGIES, L.L.C. | OMAHA | 293175 | $538.0M | 8 | 2026-04-30 | → |
| 56 | LEIBMAN FINANCIAL SERVCES, INC. | LOUISVILLE | 323120 | $173.1M | 4 | 2026-01-31 | → |
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