Data / Investment advisers / Serving pension and profit sharing plans / Nebraska
Investment advisers in Nebraska serving pension and profit sharing plans: 37 firms
37 SEC registered investment advisers with a main office in Nebraska report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $8.9 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.
- 37Advisers
- $8.9 billionAUM from this client type
- 36Advisers over $100 million
- November 2, 2026File date
Advisers in Nebraska serving pension and profit sharing plans
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 | 67 | $2.28 billion | $50.58 billion | adviserinfo.sec.gov |
| Orion Portfolio Solutions, LLC | Omaha | 1,154 | $2.09 billion | $64.84 billion | adviserinfo.sec.gov |
| Wealth Management | Norfolk | 1 | $1.97 billion | $3.71 billion | adviserinfo.sec.gov |
| Lutz Financial | Omaha | 171 | $789.3 million | $3.19 billion | adviserinfo.sec.gov |
| Avior Wealth Management, LLC | Omaha | 71 | $406.6 million | $6.46 billion | adviserinfo.sec.gov |
| Ameritas Investment Partners, Inc. | Lincoln | 10 | $297.9 million | $29.01 billion | adviserinfo.sec.gov |
| Mutual Advisors, LLC | Omaha | 140 | $280.4 million | $9.45 billion | adviserinfo.sec.gov |
| Wealthplan Investment Management LLC | Omaha | 52 | $206.7 million | $2.19 billion | adviserinfo.sec.gov |
| McMill CPA and Advisors | Norfolk | 30 | $112.9 million | $862.3 million | adviserinfo.sec.gov |
| Ironvine Capital Partners, LLC | Omaha | 24 | $75.5 million | $1.14 billion | adviserinfo.sec.gov |
| Garnett Investment Strategies | Beatrice | 9 | $57 million | $158 million | adviserinfo.sec.gov |
| Ameritas Advisory Services, LLC | Lincoln | 87 | $41.6 million | $13.75 billion | adviserinfo.sec.gov |
| Cambridge Advisors Inc | Omaha | 6 | $33.3 million | $693.5 million | adviserinfo.sec.gov |
| Bridges Investment Management Inc | Omaha | 4 | $32.8 million | $11.31 billion | adviserinfo.sec.gov |
| Wealth Advisors Network, Inc. | Hastings | 8 | $30 million | $300.3 million | adviserinfo.sec.gov |
| Westchester Capital Management Inc | Omaha | 9 | $29.9 million | $691.3 million | adviserinfo.sec.gov |
| Tributary Capital Management, LLC | Omaha | Fewer than 5 | $23.3 million | $1.90 billion | adviserinfo.sec.gov |
| First Nebraska Financial Services | North Platte | 11 | $18.7 million | $458 million | adviserinfo.sec.gov |
| Bellwether Wealth | Lincoln | 12 | $18.6 million | $784 million | adviserinfo.sec.gov |
| Plan a Wealth, LLC | Lincoln | 9 | $16.2 million | $433.8 million | adviserinfo.sec.gov |
| Ellerbrock-Norris Wealth Strategies LLC | Omaha | 11 | $14.3 million | $171.6 million | adviserinfo.sec.gov |
| Wealthplan Partners | Omaha | 7 | $9.1 million | $1.12 billion | adviserinfo.sec.gov |
| Paradigm Wealth Management | Lincoln | 3 | $8.9 million | $116.3 million | adviserinfo.sec.gov |
| Allen Capital Group, LLC | Grand Island | 4 | $8.6 million | $1.50 billion | adviserinfo.sec.gov |
| Fairway Asset Management, LLC | Omaha | 7 | $6.1 million | $117.4 million | adviserinfo.sec.gov |
| Bazis Private Wealth, LLC | Omaha | Fewer than 5 | $4.5 million | $244.1 million | adviserinfo.sec.gov |
| Revolution Capital, LLC | Omaha | 2 | $4 million | $241.9 million | adviserinfo.sec.gov |
| Professional Financial Advisors, LLC | North Platte | 2 | $2.7 million | $769.8 million | adviserinfo.sec.gov |
| Morey & Quinn Wealth Partners | Omaha | Fewer than 5 | $2.6 million | $373.4 million | adviserinfo.sec.gov |
| Flagstone Financial Management, LLC | Lincoln | 1 | $2.1 million | $467.8 million | adviserinfo.sec.gov |
| Lincoln Capital, LLC | Lincoln | 2 | $1.4 million | $844.8 million | adviserinfo.sec.gov |
| Financial Design Group, LLC | Lavista | 7 | $1.3 million | $113.4 million | adviserinfo.sec.gov |
| Nabity-Jensen Investment Management, Inc. | Omaha | 4 | $1.1 million | $258.5 million | adviserinfo.sec.gov |
| Oldfather Financial Services | Kearney | 2 | $793,033 | $556.3 million | adviserinfo.sec.gov |
| Round Table Investment Strategies, LLC | Lincoln | Fewer than 5 | $696,220 | $106.7 million | adviserinfo.sec.gov |
| Mutual of Omaha Investor Services, Inc. | Omaha | 35 | Not listed | $32 million | adviserinfo.sec.gov |
| Iams Wealth Management, LLC | Omaha | 17 | Not listed | $397.2 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.