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Data / Investment advisers / $100 million to $500 million in AUM / Nebraska

Investment advisers in Nebraska with $100 million to $500 million in AUM: 34 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

34 SEC registered investment advisers in Nebraska report between $100 million and $500 million in regulatory assets under management, $8.8 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Flagstone Financial Management, LLC with $468 million.

The request: Every investment adviser in Nebraska with AUM in the range $100 million to $500 million, with phone and website. $10 of work on sign-up, no card.

Get these advisers in NebraskaWatch new advisers in Nebraska

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 34Advisers
  • 34SEC registered
  • $8.8 billionTotal AUM
  • 34Advisers over $100 million
  • 2Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Flagstone Financial Management, LLCLincoln$467.8 million35311Not listed(402) 413-0440adviserinfo.sec.gov
First Nebraska Financial ServicesNorth Platte$458 million9767Not listed(308) 534-1322firstnebraskafinancial.comadviserinfo.sec.gov
Arnold Weitz & CoElkhorn$438.1 million662Not listed(402) 392-2244raymondjames.comadviserinfo.sec.gov
Plan a Wealth, LLCLincoln$433.8 million2,20313Not listed(402) 975-8008adviserinfo.sec.gov
Lawson Kroeker Investment Management IncOmaha$428.6 million2547Not listed(402) 392-2606lawsonkroeker.comadviserinfo.sec.gov
Iams Wealth Management, LLCOmaha$397.2 million2,40053Not listed(888) 255-7670adviserinfo.sec.gov
Morey & Quinn Wealth PartnersOmaha$373.4 million1,5754Not listed(402) 502-9900adviserinfo.sec.gov
Stonebridge Wealth Systems LLCKearney$369.1 million2,82025Not listed(308) 698-0144adviserinfo.sec.gov
Pflug Koory, LLCOmaha$347 million1242Not listed(402) 691-0988pkllc.comadviserinfo.sec.gov
Wealth Advisors Network, Inc.Hastings$300.3 million7408Not listed(402) 463-6769wealthadvisorsnetwork.netadviserinfo.sec.gov
Cornerstone Financial Group,LlcOmaha$292.2 million9507Not listed(402) 758-0700adviserinfo.sec.gov
Hiley Hunt Wealth Management, Inc.Omaha$289.6 million1,0443Not listed(402) 504-9347adviserinfo.sec.gov
Hbe Wealth Management, LLCLincoln$277.4 million6675Not listed(402) 423-4343adviserinfo.sec.gov
Interalpen Partners, LLCOmaha$273.7 million9119(402) 933-1223interalpenpartners.comadviserinfo.sec.gov
Nabity-Jensen Investment Management, Inc.Omaha$258.5 million2173Not listed(402) 391-1021nabityjensen.comadviserinfo.sec.gov
Bazis Private Wealth, LLCOmaha$244.1 million5305Not listed(402) 965-3334adviserinfo.sec.gov
Revolution Capital, LLCOmaha$241.9 million7508Not listed(402) 933-3371revgroupllc.comadviserinfo.sec.gov
True Measure Wealth ManagementOmaha$241.5 million3422Not listed(402) 342-1400adviserinfo.sec.gov
Keystone Financial Services, LLCOmaha$240.3 million1,69511Not listed(402) 392-1212keystonefinancialservice.comadviserinfo.sec.gov
R2 Wealth Management PartnersLincoln$236 million8833Not listed(402) 489-9375r2wealth.comadviserinfo.sec.gov
Capital Consulting & Asset ManagementLincoln$218.7 million1,9888Not listed(402) 477-2500ccam.netadviserinfo.sec.gov
Blue CapitalOmaha$200.8 million1,1707Not listed(402) 932-0131bluecapitalwealth.comadviserinfo.sec.gov
Panorama Point Partners, LLCOmaha$178.1 million151115(402) 933-1280panoramapoint.comadviserinfo.sec.gov
Leibman Financial Servces, Inc.Louisville$173.1 million5734Not listed(402) 234-2337228main.comadviserinfo.sec.gov
Walnut Private Equity Partners, LLCOmaha$172.6 million23Not listed(402) 991-2201adviserinfo.sec.gov
Ellerbrock-Norris Wealth Strategies LLCOmaha$171.6 million3422Not listed(402) 884-1320en-ws.comadviserinfo.sec.gov
Garnett Investment StrategiesBeatrice$158 million8255Not listed(402) 223-3433garnettinvestments.comadviserinfo.sec.gov
Intentional Retirement, LLCOmaha$150 million4652Not listed(402) 885-9090adviserinfo.sec.gov
Allstate Financial Advisors, LLCLincoln$142.4 million493341Not listed(877) 232-2142adviserinfo.sec.gov
Agman CapitalOmaha$140.2 million43Not listed(574) 607-7329adviserinfo.sec.gov
Fairway Asset Management, LLCOmaha$117.4 million834Not listed(402) 932-4630fairwayasset.comadviserinfo.sec.gov
Paradigm Wealth ManagementLincoln$116.3 million3518Not listed(531) 333-2728adviserinfo.sec.gov
Financial Design Group, LLCLavista$113.4 million5273Not listed(402) 509-2250fdgomaha.comadviserinfo.sec.gov
Round Table Investment Strategies, LLCLincoln$106.7 million3824Not listed(402) 200-4084adviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.