Data / Investment advisers / Serving high net worth individuals / Nebraska
Investment advisers in Nebraska serving high net worth individuals: 65 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
65 SEC registered investment advisers with a main office in Nebraska report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $85.5 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is CWM, LLC.
The request: Every investment adviser in Nebraska that serves high net worth individuals, with AUM, phone and website. $10 of work on sign-up, no card.
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.
- 65Advisers
- $85.5 billionAUM from this client type
- 64Advisers over $100 million
- November 2, 2026File date
Advisers in Nebraska serving high net worth individuals
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 |
|---|
| CWM, LLC | Omaha | 7,231 | $21.91 billion | $50.58 billion | adviserinfo.sec.gov |
| Orion Portfolio Solutions, LLC | Omaha | 19,151 | $19.47 billion | $64.84 billion | adviserinfo.sec.gov |
| Mutual Advisors, LLC | Omaha | 2,233 | $6.63 billion | $9.45 billion | adviserinfo.sec.gov |
| Bridges Investment Management Inc | Omaha | 752 | $5.21 billion | $11.31 billion | adviserinfo.sec.gov |
| Avior Wealth Management, LLC | Omaha | 2,288 | $4.91 billion | $6.46 billion | adviserinfo.sec.gov |
| Ameritas Advisory Services, LLC | Lincoln | 904 | $4.16 billion | $13.75 billion | adviserinfo.sec.gov |
| Private Wealth Asset Management | Omaha | 406 | $2.46 billion | $2.52 billion | adviserinfo.sec.gov |
| Lutz Financial | Omaha | 420 | $2.20 billion | $3.19 billion | adviserinfo.sec.gov |
| First National Advisers, LLC | Omaha | 315 | $1.43 billion | $7.37 billion | adviserinfo.sec.gov |
| Pittenger & Anderson Inc | Lincoln | 341 | $1.37 billion | $3.03 billion | adviserinfo.sec.gov |
| Wealthplan Investment Management LLC | Omaha | 375 | $1.17 billion | $2.19 billion | adviserinfo.sec.gov |
| Allen Capital Group, LLC | Grand Island | 410 | $985.4 million | $1.50 billion | adviserinfo.sec.gov |
| Whitetail Rock Capital Management, LLC | Lincoln | Fewer than 5 | $885.6 million | $3.28 billion | adviserinfo.sec.gov |
| Wealth Management | Norfolk | 1,021 | $872 million | $3.71 billion | adviserinfo.sec.gov |
| Wealthplan Partners | Omaha | 248 | $647.6 million | $1.12 billion | adviserinfo.sec.gov |
| Lincoln Capital, LLC | Lincoln | 639 | $622.4 million | $844.8 million | adviserinfo.sec.gov |
| America First Investment Advisors LLC | Omaha | 175 | $615.3 million | $665.1 million | adviserinfo.sec.gov |
| Westchester Capital Management Inc | Omaha | 210 | $558.2 million | $691.3 million | adviserinfo.sec.gov |
| Bellwether Wealth | Lincoln | 135 | $545.6 million | $784 million | adviserinfo.sec.gov |
| Ameritas Investment Partners, Inc. | Lincoln | 493 | $501.4 million | $29.01 billion | adviserinfo.sec.gov |
| McMill CPA and Advisors | Norfolk | 1,382 | $495.3 million | $862.3 million | adviserinfo.sec.gov |
| Stevens Capital Partners | Omaha | 96 | $478 million | $810.3 million | adviserinfo.sec.gov |
| Prairie Wealth Advisors, Inc. | Omaha | 100 | $444.8 million | $558 million | adviserinfo.sec.gov |
| Arkfeld Wealth Strategies, L.L.C. | Omaha | 132 | $399.7 million | $538 million | adviserinfo.sec.gov |
| Prodigy Asset Management LLC | Omaha | 52 | $388.9 million | $2.44 billion | adviserinfo.sec.gov |
| Flagstone Financial Management, LLC | Lincoln | 126 | $365.7 million | $467.8 million | adviserinfo.sec.gov |
| Smart Wealth, LLC | Omaha | 339 | $354.5 million | $686.4 million | adviserinfo.sec.gov |
| Lawson Kroeker Investment Management Inc | Omaha | 91 | $291.7 million | $428.6 million | adviserinfo.sec.gov |
| Cambridge Advisors Inc | Omaha | 99 | $287.7 million | $693.5 million | adviserinfo.sec.gov |
| First Nebraska Financial Services | North Platte | 85 | $281.5 million | $458 million | adviserinfo.sec.gov |
| Plan a Wealth, LLC | Lincoln | 163 | $281.1 million | $433.8 million | adviserinfo.sec.gov |
| Professional Financial Advisors, LLC | North Platte | 193 | $267.1 million | $769.8 million | adviserinfo.sec.gov |
| Nabity-Jensen Investment Management, Inc. | Omaha | 42 | $243 million | $258.5 million | adviserinfo.sec.gov |
| Cornerstone Financial Group,Llc | Omaha | 96 | $232 million | $292.2 million | adviserinfo.sec.gov |
| Hiley Hunt Wealth Management, Inc. | Omaha | 108 | $220.7 million | $289.6 million | adviserinfo.sec.gov |
| Hbe Wealth Management, LLC | Lincoln | 73 | $218 million | $277.4 million | adviserinfo.sec.gov |
| Ironvine Capital Partners, LLC | Omaha | 61 | $205.6 million | $1.14 billion | adviserinfo.sec.gov |
| Revolution Capital, LLC | Omaha | 93 | $201.9 million | $241.9 million | adviserinfo.sec.gov |
| Bazis Private Wealth, LLC | Omaha | 84 | $199.1 million | $244.1 million | adviserinfo.sec.gov |
| Walnut Private Equity Partners, LLC | Omaha | 2 | $172.6 million | $172.6 million | adviserinfo.sec.gov |
| Morey & Quinn Wealth Partners | Omaha | 40 | $171.6 million | $373.4 million | adviserinfo.sec.gov |
| Oldfather Financial Services | Kearney | 30 | $169.1 million | $556.3 million | adviserinfo.sec.gov |
| True Measure Wealth Management | Omaha | 74 | $169.1 million | $241.5 million | adviserinfo.sec.gov |
| Stonebridge Wealth Systems LLC | Kearney | 139 | $168 million | $369.1 million | adviserinfo.sec.gov |
| Wealth Advisors Network, Inc. | Hastings | 102 | $166.9 million | $300.3 million | adviserinfo.sec.gov |
| Ellerbrock-Norris Wealth Strategies LLC | Omaha | 39 | $140.6 million | $171.6 million | adviserinfo.sec.gov |
| Leibman Financial Servces, Inc. | Louisville | 67 | $122 million | $173.1 million | adviserinfo.sec.gov |
| Iams Wealth Management, LLC | Omaha | 55 | $118.9 million | $397.2 million | adviserinfo.sec.gov |
| Intentional Retirement, LLC | Omaha | 75 | $106.6 million | $150 million | adviserinfo.sec.gov |
| Tributary Capital Management, LLC | Omaha | 236 | $104.7 million | $1.90 billion | adviserinfo.sec.gov |
| Blue Capital | Omaha | 52 | $103.7 million | $200.8 million | adviserinfo.sec.gov |
| R2 Wealth Management Partners | Lincoln | 30 | $102.9 million | $236 million | adviserinfo.sec.gov |
| Capital Consulting & Asset Management | Lincoln | 85 | $102.8 million | $218.7 million | adviserinfo.sec.gov |
| Weitz Investment Management, Inc. | Omaha | Fewer than 5 | $87 million | $8.08 billion | adviserinfo.sec.gov |
| Round Table Investment Strategies, LLC | Lincoln | 34 | $83.3 million | $106.7 million | adviserinfo.sec.gov |
| Sequent Planning, LLC | Omaha | 45 | $80.9 million | $589.5 million | adviserinfo.sec.gov |
| Garnett Investment Strategies | Beatrice | 42 | $59.8 million | $158 million | adviserinfo.sec.gov |
| Fairway Asset Management, LLC | Omaha | 11 | $56.1 million | $117.4 million | adviserinfo.sec.gov |
| Financial Design Group, LLC | Lavista | 28 | $51.6 million | $113.4 million | adviserinfo.sec.gov |
| Keystone Financial Services, LLC | Omaha | 30 | $51.3 million | $240.3 million | adviserinfo.sec.gov |
| Paradigm Wealth Management | Lincoln | 27 | $48.9 million | $116.3 million | adviserinfo.sec.gov |
| Pflug Koory, LLC | Omaha | 58 | $26.9 million | $347 million | adviserinfo.sec.gov |
| Mutual of Omaha Investor Services, Inc. | Omaha | 1,595 | $23.6 million | $32 million | adviserinfo.sec.gov |
| Arnold Weitz & Co | Elkhorn | 12 | $17.3 million | $438.1 million | adviserinfo.sec.gov |
| Agman Capital | Omaha | 1 | $6.8 million | $140.2 million | adviserinfo.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.