Data / Investment advisers / Nebraska / Allstate Financial Advisors, LLC
Allstate Financial Advisors, LLC, Lincoln, NE: $142 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Allstate Financial Advisors, LLC is an SEC registered investment adviser with its main office in Lincoln, Nebraska and reports $142 million in regulatory assets under management in its Form ADV filed October 8, 2026. Its clients include individuals. It is paid through other fees.
The request: Watch Allstate Financial Advisors, LLC (CRD number 109524): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 109524
- SEC file number
- 801-68510
- SEC status
- Approved, effective November 21, 2007
- Main office
- 151 N 8th Street, Suite 450, Lincoln, NE 68508
- Phone
- (877) 232-2142
- Regulatory AUM
- $142,352,226 in the Form ADV filed October 8, 2026
- Non discretionary AUM
- $142,352,226
- Accounts
- 493
- Employees
- 341
- Form of organization
- Limited Liability Company
- Paid through
- other fees
- Other offices
- 67
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- October 8, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 397 | $142.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $142.4 million | March 31, 2026 |
| December 1, 2025 | $82 million | March 31, 2025 |
Other advisers in Lincoln
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Flagstone Financial Management, LLC | Lincoln | $467.8 million | Not listed | adviserinfo.sec.gov |
| Plan a Wealth, LLC | Lincoln | $433.8 million | Not listed | adviserinfo.sec.gov |
| Hbe Wealth Management, LLC | Lincoln | $277.4 million | Not listed | adviserinfo.sec.gov |
| R2 Wealth Management Partners | Lincoln | $236 million | Not listed | adviserinfo.sec.gov |
| Capital Consulting & Asset Management | Lincoln | $218.7 million | Not listed | adviserinfo.sec.gov |
| Paradigm Wealth Management | Lincoln | $116.3 million | Not listed | adviserinfo.sec.gov |
| Round Table Investment Strategies, LLC | Lincoln | $106.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Lincoln, NE
- Investment advisers in Nebraska
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Allstate Financial Advisors, LLC on the SEC's adviser search
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.