Data / Investment advisers / Serving corporations and other businesses / Nebraska
Investment advisers in Nebraska serving corporations and other businesses: 43 firms
43 SEC registered investment advisers with a main office in Nebraska report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $12.1 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Orion Portfolio Solutions, LLC.
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- 43Advisers
- $12.1 billionAUM from this client type
- 42Advisers over $100 million
- November 2, 2026File date
Advisers in Nebraska serving corporations and other businesses
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 |
|---|
| Orion Portfolio Solutions, LLC | Omaha | 1,170 | $3.68 billion | $64.84 billion | adviserinfo.sec.gov |
| CWM, LLC | Omaha | 339 | $2.52 billion | $50.58 billion | adviserinfo.sec.gov |
| Bridges Investment Management Inc | Omaha | 88 | $2.28 billion | $11.31 billion | adviserinfo.sec.gov |
| Pittenger & Anderson Inc | Lincoln | 15 | $1.19 billion | $3.03 billion | adviserinfo.sec.gov |
| Ameritas Investment Partners, Inc. | Lincoln | 10 | $435.2 million | $29.01 billion | adviserinfo.sec.gov |
| Ameritas Advisory Services, LLC | Lincoln | 202 | $432 million | $13.75 billion | adviserinfo.sec.gov |
| Ironvine Capital Partners, LLC | Omaha | 13 | $390.4 million | $1.14 billion | adviserinfo.sec.gov |
| Avior Wealth Management, LLC | Omaha | 34 | $362.7 million | $6.46 billion | adviserinfo.sec.gov |
| Mutual Advisors, LLC | Omaha | 86 | $228.2 million | $9.45 billion | adviserinfo.sec.gov |
| Lincoln Capital, LLC | Lincoln | 46 | $123.5 million | $844.8 million | adviserinfo.sec.gov |
| Bellwether Wealth | Lincoln | 10 | $51.1 million | $784 million | adviserinfo.sec.gov |
| Prairie Wealth Advisors, Inc. | Omaha | 15 | $46.6 million | $558 million | adviserinfo.sec.gov |
| Tributary Capital Management, LLC | Omaha | 16 | $41 million | $1.90 billion | adviserinfo.sec.gov |
| Fairway Asset Management, LLC | Omaha | 1 | $36.5 million | $117.4 million | adviserinfo.sec.gov |
| Westchester Capital Management Inc | Omaha | 11 | $33.1 million | $691.3 million | adviserinfo.sec.gov |
| Lutz Financial | Omaha | 15 | $31.5 million | $3.19 billion | adviserinfo.sec.gov |
| Wealthplan Investment Management LLC | Omaha | 15 | $28 million | $2.19 billion | adviserinfo.sec.gov |
| First National Advisers, LLC | Omaha | 28 | $23.6 million | $7.37 billion | adviserinfo.sec.gov |
| Prodigy Asset Management LLC | Omaha | Fewer than 5 | $22.8 million | $2.44 billion | adviserinfo.sec.gov |
| Wealthplan Partners | Omaha | 15 | $20 million | $1.12 billion | adviserinfo.sec.gov |
| Allen Capital Group, LLC | Grand Island | 23 | $18.3 million | $1.50 billion | adviserinfo.sec.gov |
| McMill CPA and Advisors | Norfolk | 30 | $17.8 million | $862.3 million | adviserinfo.sec.gov |
| Stevens Capital Partners | Omaha | 16 | $17.4 million | $810.3 million | adviserinfo.sec.gov |
| Professional Financial Advisors, LLC | North Platte | 11 | $11.8 million | $769.8 million | adviserinfo.sec.gov |
| Cornerstone Financial Group,Llc | Omaha | 3 | $10.7 million | $292.2 million | adviserinfo.sec.gov |
| Keystone Financial Services, LLC | Omaha | 15 | $9.6 million | $240.3 million | adviserinfo.sec.gov |
| Revolution Capital, LLC | Omaha | 4 | $9 million | $241.9 million | adviserinfo.sec.gov |
| Wealth Management | Norfolk | 11 | $7.2 million | $3.71 billion | adviserinfo.sec.gov |
| Iams Wealth Management, LLC | Omaha | 3 | $3.7 million | $397.2 million | adviserinfo.sec.gov |
| Oldfather Financial Services | Kearney | 5 | $3.4 million | $556.3 million | adviserinfo.sec.gov |
| Bazis Private Wealth, LLC | Omaha | Fewer than 5 | $2.7 million | $244.1 million | adviserinfo.sec.gov |
| Wealth Advisors Network, Inc. | Hastings | 8 | $2.6 million | $300.3 million | adviserinfo.sec.gov |
| America First Investment Advisors LLC | Omaha | 1 | $2.1 million | $665.1 million | adviserinfo.sec.gov |
| Garnett Investment Strategies | Beatrice | 7 | $1.9 million | $158 million | adviserinfo.sec.gov |
| Smart Wealth, LLC | Omaha | 18 | $1.6 million | $686.4 million | adviserinfo.sec.gov |
| Intentional Retirement, LLC | Omaha | 5 | $1.4 million | $150 million | adviserinfo.sec.gov |
| Hbe Wealth Management, LLC | Lincoln | Fewer than 5 | $922,165 | $277.4 million | adviserinfo.sec.gov |
| Arkfeld Wealth Strategies, L.L.C. | Omaha | Fewer than 5 | $541,000 | $538 million | adviserinfo.sec.gov |
| Morey & Quinn Wealth Partners | Omaha | Fewer than 5 | $498,883 | $373.4 million | adviserinfo.sec.gov |
| Plan a Wealth, LLC | Lincoln | 4 | $438,319 | $433.8 million | adviserinfo.sec.gov |
| Lawson Kroeker Investment Management Inc | Omaha | Fewer than 5 | $29,556 | $428.6 million | adviserinfo.sec.gov |
| Hiley Hunt Wealth Management, Inc. | Omaha | Fewer than 5 | $4,848 | $289.6 million | adviserinfo.sec.gov |
| Mutual of Omaha Investor Services, Inc. | Omaha | 100 | 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.