Data / Investment advisers / Serving charitable organizations / Nebraska
Investment advisers in Nebraska serving charitable organizations: 47 firms
47 SEC registered investment advisers with a main office in Nebraska report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $7.2 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Bridges Investment Management Inc.
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.
- 47Advisers
- $7.2 billionAUM from this client type
- 46Advisers over $100 million
- November 2, 2026File date
Advisers in Nebraska serving charitable organizations
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Bridges Investment Management Inc | Omaha | 110 | $3.11 billion | $11.31 billion | adviserinfo.sec.gov |
| Prodigy Asset Management LLC | Omaha | 22 | $1.94 billion | $2.44 billion | adviserinfo.sec.gov |
| Ironvine Capital Partners, LLC | Omaha | 4 | $443.7 million | $1.14 billion | adviserinfo.sec.gov |
| Cambridge Advisors Inc | Omaha | 8 | $304.9 million | $693.5 million | adviserinfo.sec.gov |
| Weitz Investment Management, Inc. | Omaha | 7 | $286.4 million | $8.08 billion | adviserinfo.sec.gov |
| Pittenger & Anderson Inc | Lincoln | 11 | $209 million | $3.03 billion | adviserinfo.sec.gov |
| Ameritas Advisory Services, LLC | Lincoln | 65 | $109.9 million | $13.75 billion | adviserinfo.sec.gov |
| McMill CPA and Advisors | Norfolk | 22 | $107 million | $862.3 million | adviserinfo.sec.gov |
| Lawson Kroeker Investment Management Inc | Omaha | 7 | $78.1 million | $428.6 million | adviserinfo.sec.gov |
| Tributary Capital Management, LLC | Omaha | 8 | $71.7 million | $1.90 billion | adviserinfo.sec.gov |
| Wealthplan Investment Management LLC | Omaha | 9 | $61.2 million | $2.19 billion | adviserinfo.sec.gov |
| Oldfather Financial Services | Kearney | 6 | $58.2 million | $556.3 million | adviserinfo.sec.gov |
| Allen Capital Group, LLC | Grand Island | 56 | $56.5 million | $1.50 billion | adviserinfo.sec.gov |
| Ameritas Investment Partners, Inc. | Lincoln | 13 | $49.3 million | $29.01 billion | adviserinfo.sec.gov |
| Avior Wealth Management, LLC | Omaha | 11 | $38.5 million | $6.46 billion | adviserinfo.sec.gov |
| Pflug Koory, LLC | Omaha | 2 | $38.2 million | $347 million | adviserinfo.sec.gov |
| Orion Portfolio Solutions, LLC | Omaha | 79 | $30.1 million | $64.84 billion | adviserinfo.sec.gov |
| Lutz Financial | Omaha | Fewer than 5 | $29.6 million | $3.19 billion | adviserinfo.sec.gov |
| Bellwether Wealth | Lincoln | Fewer than 5 | $28.6 million | $784 million | adviserinfo.sec.gov |
| Flagstone Financial Management, LLC | Lincoln | 5 | $15.9 million | $467.8 million | adviserinfo.sec.gov |
| Wealth Management | Norfolk | 7 | $13.9 million | $3.71 billion | adviserinfo.sec.gov |
| Professional Financial Advisors, LLC | North Platte | 4 | $13.3 million | $769.8 million | adviserinfo.sec.gov |
| Wealthplan Partners | Omaha | 12 | $11.3 million | $1.12 billion | adviserinfo.sec.gov |
| Hbe Wealth Management, LLC | Lincoln | Fewer than 5 | $7.9 million | $277.4 million | adviserinfo.sec.gov |
| Wealth Advisors Network, Inc. | Hastings | 6 | $7.8 million | $300.3 million | adviserinfo.sec.gov |
| Stevens Capital Partners | Omaha | 4 | $7.1 million | $810.3 million | adviserinfo.sec.gov |
| Fairway Asset Management, LLC | Omaha | 1 | $5.6 million | $117.4 million | adviserinfo.sec.gov |
| Lincoln Capital, LLC | Lincoln | 8 | $5.1 million | $844.8 million | adviserinfo.sec.gov |
| America First Investment Advisors LLC | Omaha | 4 | $4.8 million | $665.1 million | adviserinfo.sec.gov |
| Plan a Wealth, LLC | Lincoln | 6 | $4.7 million | $433.8 million | adviserinfo.sec.gov |
| First Nebraska Financial Services | North Platte | Fewer than 5 | $4.6 million | $458 million | adviserinfo.sec.gov |
| Garnett Investment Strategies | Beatrice | 4 | $4.1 million | $158 million | adviserinfo.sec.gov |
| Bazis Private Wealth, LLC | Omaha | Fewer than 5 | $3.9 million | $244.1 million | adviserinfo.sec.gov |
| First National Advisers, LLC | Omaha | 4 | $3.4 million | $7.37 billion | adviserinfo.sec.gov |
| Revolution Capital, LLC | Omaha | 2 | $3.4 million | $241.9 million | adviserinfo.sec.gov |
| Prairie Wealth Advisors, Inc. | Omaha | 4 | $2.3 million | $558 million | adviserinfo.sec.gov |
| Cornerstone Financial Group,Llc | Omaha | 1 | $2.3 million | $292.2 million | adviserinfo.sec.gov |
| Keystone Financial Services, LLC | Omaha | Fewer than 5 | $2 million | $240.3 million | adviserinfo.sec.gov |
| Hiley Hunt Wealth Management, Inc. | Omaha | Fewer than 5 | $1.7 million | $289.6 million | adviserinfo.sec.gov |
| Intentional Retirement, LLC | Omaha | Fewer than 5 | $1.1 million | $150 million | adviserinfo.sec.gov |
| Nabity-Jensen Investment Management, Inc. | Omaha | 1 | $995,331 | $258.5 million | adviserinfo.sec.gov |
| Arkfeld Wealth Strategies, L.L.C. | Omaha | Fewer than 5 | $586,000 | $538 million | adviserinfo.sec.gov |
| Leibman Financial Servces, Inc. | Louisville | Fewer than 5 | $580,081 | $173.1 million | adviserinfo.sec.gov |
| Iams Wealth Management, LLC | Omaha | 1 | $324,883 | $397.2 million | adviserinfo.sec.gov |
| Paradigm Wealth Management | Lincoln | 2 | $252,000 | $116.3 million | adviserinfo.sec.gov |
| Westchester Capital Management Inc | Omaha | Fewer than 5 | $225,663 | $691.3 million | adviserinfo.sec.gov |
| Mutual of Omaha Investor Services, Inc. | Omaha | 10 | Not listed | $32 million | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.