Data / Investment advisers / Serving individuals / Nebraska
Investment advisers in Nebraska serving individuals: 62 firms
62 SEC registered investment advisers with a main office in Nebraska report individuals among their clients in Form ADV item 5.D, and together they attribute $64.6 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.
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.
- 62Advisers
- $64.6 billionAUM from this client type
- 61Advisers over $100 million
- November 2, 2026File date
Advisers in Nebraska serving 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 | 45,032 | $23.87 billion | $50.58 billion | adviserinfo.sec.gov |
| Orion Portfolio Solutions, LLC | Omaha | 166,226 | $19.44 billion | $64.84 billion | adviserinfo.sec.gov |
| Ameritas Advisory Services, LLC | Lincoln | 28,459 | $9.00 billion | $13.75 billion | adviserinfo.sec.gov |
| Mutual Advisors, LLC | Omaha | 7,501 | $2.28 billion | $9.45 billion | adviserinfo.sec.gov |
| Wealth Management | Norfolk | 3,710 | $849.3 million | $3.71 billion | adviserinfo.sec.gov |
| Wealthplan Investment Management LLC | Omaha | 1,693 | $715.6 million | $2.19 billion | adviserinfo.sec.gov |
| Avior Wealth Management, LLC | Omaha | 2,487 | $680.3 million | $6.46 billion | adviserinfo.sec.gov |
| Sequent Planning, LLC | Omaha | 5,970 | $508.6 million | $589.5 million | adviserinfo.sec.gov |
| Wealthplan Partners | Omaha | 1,429 | $432.1 million | $1.12 billion | adviserinfo.sec.gov |
| Allen Capital Group, LLC | Grand Island | 1,779 | $427.1 million | $1.50 billion | adviserinfo.sec.gov |
| Arnold Weitz & Co | Elkhorn | 22 | $420.7 million | $438.1 million | adviserinfo.sec.gov |
| Bridges Investment Management Inc | Omaha | 919 | $379.5 million | $11.31 billion | adviserinfo.sec.gov |
| Ameritas Investment Partners, Inc. | Lincoln | 1,979 | $328.4 million | $29.01 billion | adviserinfo.sec.gov |
| Oldfather Financial Services | Kearney | 405 | $324.8 million | $556.3 million | adviserinfo.sec.gov |
| Stevens Capital Partners | Omaha | 565 | $307.8 million | $810.3 million | adviserinfo.sec.gov |
| Pflug Koory, LLC | Omaha | 64 | $281.8 million | $347 million | adviserinfo.sec.gov |
| Iams Wealth Management, LLC | Omaha | 1,557 | $274.3 million | $397.2 million | adviserinfo.sec.gov |
| Pittenger & Anderson Inc | Lincoln | 553 | $264.1 million | $3.03 billion | adviserinfo.sec.gov |
| First National Advisers, LLC | Omaha | 797 | $242.5 million | $7.37 billion | adviserinfo.sec.gov |
| Smart Wealth, LLC | Omaha | 651 | $241.7 million | $686.4 million | adviserinfo.sec.gov |
| Professional Financial Advisors, LLC | North Platte | 3,121 | $229.9 million | $769.8 million | adviserinfo.sec.gov |
| Stonebridge Wealth Systems LLC | Kearney | 792 | $201.1 million | $369.1 million | adviserinfo.sec.gov |
| Morey & Quinn Wealth Partners | Omaha | 508 | $198.7 million | $373.4 million | adviserinfo.sec.gov |
| Keystone Financial Services, LLC | Omaha | 998 | $177.5 million | $240.3 million | adviserinfo.sec.gov |
| First Nebraska Financial Services | North Platte | 378 | $153.2 million | $458 million | adviserinfo.sec.gov |
| Allstate Financial Advisors, LLC | Lincoln | 397 | $142.4 million | $142.4 million | adviserinfo.sec.gov |
| Bellwether Wealth | Lincoln | 347 | $140.2 million | $784 million | adviserinfo.sec.gov |
| Arkfeld Wealth Strategies, L.L.C. | Omaha | 805 | $137.1 million | $538 million | adviserinfo.sec.gov |
| Lutz Financial | Omaha | 425 | $136.5 million | $3.19 billion | adviserinfo.sec.gov |
| R2 Wealth Management Partners | Lincoln | 400 | $133.2 million | $236 million | adviserinfo.sec.gov |
| Plan a Wealth, LLC | Lincoln | 474 | $130.1 million | $433.8 million | adviserinfo.sec.gov |
| McMill CPA and Advisors | Norfolk | 4,192 | $129.3 million | $862.3 million | adviserinfo.sec.gov |
| Capital Consulting & Asset Management | Lincoln | 95 | $115.9 million | $218.7 million | adviserinfo.sec.gov |
| Blue Capital | Omaha | 391 | $97.1 million | $200.8 million | adviserinfo.sec.gov |
| Wealth Advisors Network, Inc. | Hastings | 370 | $92.9 million | $300.3 million | adviserinfo.sec.gov |
| Lincoln Capital, LLC | Lincoln | 571 | $92.4 million | $844.8 million | adviserinfo.sec.gov |
| Flagstone Financial Management, LLC | Lincoln | 221 | $84.1 million | $467.8 million | adviserinfo.sec.gov |
| True Measure Wealth Management | Omaha | 31 | $72.5 million | $241.5 million | adviserinfo.sec.gov |
| Westchester Capital Management Inc | Omaha | 239 | $70 million | $691.3 million | adviserinfo.sec.gov |
| Cambridge Advisors Inc | Omaha | 174 | $67.5 million | $693.5 million | adviserinfo.sec.gov |
| Hiley Hunt Wealth Management, Inc. | Omaha | 157 | $65.9 million | $289.6 million | adviserinfo.sec.gov |
| Prairie Wealth Advisors, Inc. | Omaha | 270 | $64.2 million | $558 million | adviserinfo.sec.gov |
| Private Wealth Asset Management | Omaha | 153 | $61.9 million | $2.52 billion | adviserinfo.sec.gov |
| Financial Design Group, LLC | Lavista | 175 | $60.4 million | $113.4 million | adviserinfo.sec.gov |
| Paradigm Wealth Management | Lincoln | 319 | $58.3 million | $116.3 million | adviserinfo.sec.gov |
| Hbe Wealth Management, LLC | Lincoln | 185 | $50.6 million | $277.4 million | adviserinfo.sec.gov |
| Leibman Financial Servces, Inc. | Louisville | 203 | $50.6 million | $173.1 million | adviserinfo.sec.gov |
| Cornerstone Financial Group,Llc | Omaha | 249 | $47.3 million | $292.2 million | adviserinfo.sec.gov |
| America First Investment Advisors LLC | Omaha | 86 | $42.9 million | $665.1 million | adviserinfo.sec.gov |
| Intentional Retirement, LLC | Omaha | 213 | $40.9 million | $150 million | adviserinfo.sec.gov |
| Bazis Private Wealth, LLC | Omaha | 126 | $33.9 million | $244.1 million | adviserinfo.sec.gov |
| Lawson Kroeker Investment Management Inc | Omaha | 43 | $33.7 million | $428.6 million | adviserinfo.sec.gov |
| Garnett Investment Strategies | Beatrice | 220 | $31.7 million | $158 million | adviserinfo.sec.gov |
| Ironvine Capital Partners, LLC | Omaha | 67 | $26 million | $1.14 billion | adviserinfo.sec.gov |
| Revolution Capital, LLC | Omaha | 91 | $23.6 million | $241.9 million | adviserinfo.sec.gov |
| Round Table Investment Strategies, LLC | Lincoln | 68 | $22.7 million | $106.7 million | adviserinfo.sec.gov |
| Ellerbrock-Norris Wealth Strategies LLC | Omaha | 35 | $16.8 million | $171.6 million | adviserinfo.sec.gov |
| Nabity-Jensen Investment Management, Inc. | Omaha | 45 | $13.3 million | $258.5 million | adviserinfo.sec.gov |
| Fairway Asset Management, LLC | Omaha | 63 | $13.1 million | $117.4 million | adviserinfo.sec.gov |
| Mutual of Omaha Investor Services, Inc. | Omaha | 5,285 | $8.5 million | $32 million | adviserinfo.sec.gov |
| Prodigy Asset Management LLC | Omaha | 18 | $6.2 million | $2.44 billion | adviserinfo.sec.gov |
| Tributary Capital Management, LLC | Omaha | 10 | $2.2 million | $1.90 billion | 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.