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Research Report · 2026-06-30

Largest Registered Investment Advisers in Omaha

Omaha SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.

Firms
46
Total AUM
$189.92B
Median AUM
$573.7M
Latest Filing
2026-06-30
Rank↕Firm NameCityCRD↕AUM↕Employees↕Latest Filing
1ORION PORTFOLIO SOLUTIONS, LLCOMAHA107975$64.84B3052026-06-30→
2CWM, LLCOMAHA155344$50.58B1,4162026-06-30→
3BRIDGES INVESTMENT MANAGEMENT INCOMAHA108028$11.31B792026-06-30→
4MUTUAL ADVISORS, LLCOMAHA167658$8.55B2082026-06-30→
5WEITZ INVESTMENT MANAGEMENT, INC.OMAHA105088$8.08B362026-03-31→
6FIRST NATIONAL ADVISERS, LLCOMAHA277146$7.37B352026-06-30→
7AVIOR WEALTH MANAGEMENT, LLCOMAHA148674$6.46B1702026-04-30→
8M-ONE CAPITAL MANAGEMENT, LLCOMAHA158782$3.77B312026-05-31→
9LUTZ FINANCIAL SERVICES, LLCOMAHA117273$3.19B222026-03-31→
10PRIVATE WEALTH ASSET MANAGEMENT, LLCOMAHA315819$2.52B322026-04-30→
11PRODIGY ASSET MANAGEMENT LLCOMAHA106457$2.44B92026-06-30→
12WEALTHPLAN INVESTMENT MANAGEMENT LLCOMAHA311364$2.19B342026-06-30→
13HUB INVESTMENT ADVISORS, INCOMAHA164600$2.07B92026-01-31→
14CARSON GROUP INVESTING, LLCOMAHA291744$2.05B72026-05-31→
15TRIBUTARY CAPITAL MANAGEMENT, LLCOMAHA112528$1.90B192026-04-30→
16IRONVINE CAPITAL PARTNERS, LLCOMAHA168892$1.14B52026-05-31→
17WEALTHPLAN PARTNERS, LLCOMAHA305026$1.12B562026-02-28→
18THE MAGNOLIA GROUP, LLCOMAHA171102$710.6M22026-03-31→
19CAMBRIDGE ADVISORS INCOMAHA104851$693.5M62026-03-31→
20AMERICA FIRST INVESTMENT ADVISORS LLCOMAHA106984$665.1M72026-06-30→
21SMART WEALTH, LLCOMAHA315496$632.3M412026-04-30→
22STEVENS CAPITAL PARTNERS INCOMAHA317517$600.7M212026-05-31→
23SEQUENT PLANNING, LLCOMAHA160381$589.5M1022026-05-31→
24PRAIRIE WEALTH ADVISORS, INC.OMAHA165266$558.0M112026-06-30→
25WESTCHESTER CAPITAL MANAGEMENT INCOMAHA110961$556.3M72025-09-30→
26ARKFELD WEALTH STRATEGIES, L.L.C.OMAHA293175$538.0M82026-04-30→
27LAWSON KROEKER INVESTMENT MANAGEMENT INCOMAHA105053$428.6M72026-03-31→
28IAMS WEALTH MANAGEMENT, LLCOMAHA286085$397.2M532026-04-30→
29MOREY & QUINN WEALTH PARTNERS LLCOMAHA332074$373.4M42026-04-30→
30PFLUG KOORY, LLCOMAHA109268$347.0M22026-02-28→
31CORNERSTONE FINANCIAL GROUP,LLCOMAHA129246$292.2M72026-06-30→
32HILEY HUNT WEALTH MANAGEMENT, INC.OMAHA164942$289.6M32026-06-30→
33INTERALPEN PARTNERS, LLCOMAHA315587$273.7M112026-03-31→
34NABITY-JENSEN INVESTMENT MANAGEMENT, INC.OMAHA128455$258.5M32026-03-31→
35BAZIS PRIVATE WEALTH, LLCOMAHA148605$244.1M52026-03-31→
36REVOLUTION CAPITAL, LLCOMAHA300496$241.9M82026-04-30→
37TRUE MEASURE WEALTH MANAGEMENTOMAHA116265$241.5M22026-03-31→
38KEYSTONE FINANCIAL SERVICES, LLCOMAHA308397$240.3M112026-04-30→
39BLUE CAPITAL, INC.OMAHA304083$200.8M72026-03-31→
40PANORAMA POINT PARTNERS, LLCOMAHA165704$178.1M112026-03-31→
41WALNUT PRIVATE EQUITY PARTNERS, LLCOMAHA168840$172.6M32026-04-30→
42ELLERBROCK-NORRIS WEALTH STRATEGIES LLCOMAHA295099$171.6M22026-06-30→
43INTENTIONAL RETIREMENT, LLCOMAHA310655$150.0M22026-03-31→
44AGMAN CAPITAL LLCOMAHA334799$140.2M32026-01-31→
45FAIRWAY ASSET MANAGEMENT, LLCOMAHA146636$117.4M42026-03-31→
46MUTUAL OF OMAHA INVESTOR SERVICES, INC.OMAHA611$32.0M2852026-06-30→

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Sleeve46 firms · 2026-06-30