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Data / Investment advisers / Nebraska

Investment advisers in Nebraska: 73 firms, $251 billion in AUM

73 investment advisers have their main office in Nebraska: 72 SEC registered and 1 exempt reporting. The registered advisers report $251 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Orion Portfolio Solutions, LLC with $64.8 billion.

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.

Get advisers in Nebraska over $100 millionWatch new advisers in NebraskaGet private fund advisers in Nebraska
  • 73Advisers
  • 72SEC registered
  • 1Exempt reporting
  • $251 billionTotal AUM
  • 70Advisers over $100 million
  • 11Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Orion Portfolio Solutions, LLCOmaha$64.84 billion276,041305Not listed(859) 426-2000destinationsfunds.comadviserinfo.sec.gov
CWM, LLCOmaha$50.58 billion154,2061,416Not listed(402) 330-0808adviserinfo.sec.gov
Ameritas Investment Partners, Inc.Lincoln$29.01 billion2,51551Not listed(402) 467-6980ameritas.comadviserinfo.sec.gov
Ameritas Advisory Services, LLCLincoln$13.75 billion45,299797Not listed(800) 335-9858ameritas.comadviserinfo.sec.gov
Bridges Investment Management IncOmaha$11.31 billion3,175791(402) 397-4700bridgesinv.comadviserinfo.sec.gov
Mutual Advisors, LLCOmaha$9.45 billion24,295223Not listed(307) 439-6357monument-invest.comadviserinfo.sec.gov
Weitz Investment Management, Inc.Omaha$8.08 billion2236Not listed(402) 391-1980weitzinvestments.comadviserinfo.sec.gov
First National Advisers, LLCOmaha$7.37 billion3,82335Not listed(800) 538-7298fnbo.comadviserinfo.sec.gov
Avior Wealth Management, LLCOmaha$6.46 billion4,894170Not listed(402) 218-4064meetaviorwealth.comadviserinfo.sec.gov
M-One CapitalOmaha$3.77 billion113111(402) 932-8600m-onecapital.comadviserinfo.sec.gov
Wealth ManagementNorfolk$3.71 billion4,75161Not listed(402) 371-1160403bplan.netadviserinfo.sec.gov
Whitetail Rock Capital Management, LLCLincoln$3.28 billion934(402) 458-2243adviserinfo.sec.gov
Lutz FinancialOmaha$3.19 billion2,68923Not listed(402) 827-2300adviserinfo.sec.gov
Pittenger & Anderson IncLincoln$3.03 billion2,26114Not listed(402) 328-8800pittand.comadviserinfo.sec.gov
Private Wealth Asset ManagementOmaha$2.52 billion2,26832Not listed(402) 227-4208adviserinfo.sec.gov
Prodigy Asset Management LLCOmaha$2.44 billion28291(402) 493-9875prodigyllc.comadviserinfo.sec.gov
Wealthplan Investment Management LLCOmaha$2.19 billion5,313342(402) 691-0200wealthplan.groupadviserinfo.sec.gov
Carson Group InvestingOmaha$2.05 billion15,1227Not listed(402) 334-6270adviserinfo.sec.gov
Tributary Capital Management, LLCOmaha$1.90 billion84019Not listed(877) 458-0021tributarycapital.comadviserinfo.sec.gov
Allen Capital Group, LLCGrand Island$1.50 billion7,162382(308) 385-1500allencapgroup.comadviserinfo.sec.gov
Ironvine Capital Partners, LLCOmaha$1.14 billion5335Not listed(402) 916-1705ironvinecapital.comadviserinfo.sec.gov
Wealthplan PartnersOmaha$1.12 billion3,68156Not listed(402) 691-0200feltzwp.comadviserinfo.sec.gov
McMill CPA and AdvisorsNorfolk$862.3 million5,65650Not listed(402) 371-1160myretirementfiduciary.comadviserinfo.sec.gov
Lincoln Capital, LLCLincoln$844.8 million1,2669Not listed(402) 483-1400adviserinfo.sec.gov
Stevens Capital PartnersOmaha$810.3 million2,57521Not listed(402) 251-5800mypurposefulwealth.comadviserinfo.sec.gov
Bellwether WealthLincoln$784 million1,46112Not listed(402) 476-8844vimeo.comadviserinfo.sec.gov
Professional Financial Advisors, LLCNorth Platte$769.8 million3,34512Not listed(308) 534-8210adviserinfo.sec.gov
The Magnolia Group, LLCOmaha$710.6 million221(402) 509-8456adviserinfo.sec.gov
Cambridge Advisors IncOmaha$693.5 million8266Not listed(402) 697-1166adviserinfo.sec.gov
Westchester Capital Management IncOmaha$691.3 million6819Not listed(402) 392-2418westchestercapital.comadviserinfo.sec.gov
Smart Wealth, LLCOmaha$686.4 million3,66041Not listed(402) 369-7777gettaxsmart.comadviserinfo.sec.gov
America First Investment Advisors LLCOmaha$665.1 million6227Not listed(402) 991-3388am1st.comadviserinfo.sec.gov
Sequent Planning, LLCOmaha$589.5 million6,015102Not listed(402) 953-3544adviserinfo.sec.gov
Prairie Wealth Advisors, Inc.Omaha$558 million389121(402) 505-6810adviserinfo.sec.gov
Oldfather Financial ServicesKearney$556.3 million1,2316Not listed(308) 237-4571oldfatherfinancial.comadviserinfo.sec.gov
Arkfeld Wealth Strategies, L.L.C.Omaha$538 million2,2048Not listed(402) 933-1970arkfeldwealth.comadviserinfo.sec.gov
Flagstone Financial Management, LLCLincoln$467.8 million35311Not listed(402) 413-0440adviserinfo.sec.gov
First Nebraska Financial ServicesNorth Platte$458 million9767Not listed(308) 534-1322firstnebraskafinancial.comadviserinfo.sec.gov
Arnold Weitz & CoElkhorn$438.1 million662Not listed(402) 392-2244raymondjames.comadviserinfo.sec.gov
Plan a Wealth, LLCLincoln$433.8 million2,20313Not listed(402) 975-8008adviserinfo.sec.gov
Lawson Kroeker Investment Management IncOmaha$428.6 million2547Not listed(402) 392-2606lawsonkroeker.comadviserinfo.sec.gov
Iams Wealth Management, LLCOmaha$397.2 million2,40053Not listed(888) 255-7670adviserinfo.sec.gov
Morey & Quinn Wealth PartnersOmaha$373.4 million1,5754Not listed(402) 502-9900adviserinfo.sec.gov
Stonebridge Wealth Systems LLCKearney$369.1 million2,82025Not listed(308) 698-0144adviserinfo.sec.gov
Pflug Koory, LLCOmaha$347 million1242Not listed(402) 691-0988pkllc.comadviserinfo.sec.gov
Wealth Advisors Network, Inc.Hastings$300.3 million7408Not listed(402) 463-6769wealthadvisorsnetwork.netadviserinfo.sec.gov
Cornerstone Financial Group,LlcOmaha$292.2 million9507Not listed(402) 758-0700adviserinfo.sec.gov
Hiley Hunt Wealth Management, Inc.Omaha$289.6 million1,0443Not listed(402) 504-9347adviserinfo.sec.gov
Hbe Wealth Management, LLCLincoln$277.4 million6675Not listed(402) 423-4343adviserinfo.sec.gov
Interalpen Partners, LLCOmaha$273.7 million9119(402) 933-1223interalpenpartners.comadviserinfo.sec.gov
Nabity-Jensen Investment Management, Inc.Omaha$258.5 million2173Not listed(402) 391-1021nabityjensen.comadviserinfo.sec.gov
Bazis Private Wealth, LLCOmaha$244.1 million5305Not listed(402) 965-3334adviserinfo.sec.gov
Revolution Capital, LLCOmaha$241.9 million7508Not listed(402) 933-3371revgroupllc.comadviserinfo.sec.gov
True Measure Wealth ManagementOmaha$241.5 million3422Not listed(402) 342-1400adviserinfo.sec.gov
Keystone Financial Services, LLCOmaha$240.3 million1,69511Not listed(402) 392-1212keystonefinancialservice.comadviserinfo.sec.gov
R2 Wealth Management PartnersLincoln$236 million8833Not listed(402) 489-9375r2wealth.comadviserinfo.sec.gov
Capital Consulting & Asset ManagementLincoln$218.7 million1,9888Not listed(402) 477-2500ccam.netadviserinfo.sec.gov
Blue CapitalOmaha$200.8 million1,1707Not listed(402) 932-0131bluecapitalwealth.comadviserinfo.sec.gov
Panorama Point Partners, LLCOmaha$178.1 million151115(402) 933-1280panoramapoint.comadviserinfo.sec.gov
Leibman Financial Servces, Inc.Louisville$173.1 million5734Not listed(402) 234-2337228main.comadviserinfo.sec.gov
Walnut Private Equity Partners, LLCOmaha$172.6 million23Not listed(402) 991-2201adviserinfo.sec.gov
Ellerbrock-Norris Wealth Strategies LLCOmaha$171.6 million3422Not listed(402) 884-1320en-ws.comadviserinfo.sec.gov
Garnett Investment StrategiesBeatrice$158 million8255Not listed(402) 223-3433garnettinvestments.comadviserinfo.sec.gov
Intentional Retirement, LLCOmaha$150 million4652Not listed(402) 885-9090adviserinfo.sec.gov
Allstate Financial Advisors, LLCLincoln$142.4 million493341Not listed(877) 232-2142adviserinfo.sec.gov
Agman CapitalOmaha$140.2 million43Not listed(574) 607-7329adviserinfo.sec.gov
Fairway Asset Management, LLCOmaha$117.4 million834Not listed(402) 932-4630fairwayasset.comadviserinfo.sec.gov
Paradigm Wealth ManagementLincoln$116.3 million3518Not listed(531) 333-2728adviserinfo.sec.gov
Financial Design Group, LLCLavista$113.4 million5273Not listed(402) 509-2250fdgomaha.comadviserinfo.sec.gov
Round Table Investment Strategies, LLCLincoln$106.7 million3824Not listed(402) 200-4084adviserinfo.sec.gov
Mutual of Omaha Investor Services, Inc.Omaha$32 million144285Not listed(402) 351-3102mutualofomaha.comadviserinfo.sec.gov
Boston Omaha Asset ManagementOmahaNot listedNot listedNot listed3(402) 509-8456bostonomahaam.comadviserinfo.sec.gov
Milemarker Investment Solutions, LLCLincolnNot listed03Not listed(402) 476-8844adviserinfo.sec.gov

Advisers in Nebraska that manage private funds

11 advisers report private funds. The 40 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Panorama Point Partners, LLCOmahaNE15Not listed15Not listedNot listed$240.8 million$178.1 millionadviserinfo.sec.gov
M-One CapitalOmahaNE11Not listed9Not listed1$4.91 billion$3.77 billionadviserinfo.sec.gov
Interalpen Partners, LLCOmahaNE9Not listed9Not listedNot listed$356.2 million$273.7 millionadviserinfo.sec.gov
Whitetail Rock Capital Management, LLCLincolnNE4Not listedNot listedNot listedNot listed$83.6 million$3.28 billionadviserinfo.sec.gov
Boston Omaha Asset ManagementOmahaNE3Not listedNot listedNot listed3$30.9 millionNot listedadviserinfo.sec.gov
Wealthplan Investment Management LLCOmahaNE21Not listedNot listedNot listedNot listed$2.19 billionadviserinfo.sec.gov
Allen Capital Group, LLCGrand IslandNE2Not listedNot listedNot listed2$6.5 million$1.50 billionadviserinfo.sec.gov
Bridges Investment Management IncOmahaNE1Not listed1Not listedNot listed$73.8 million$11.31 billionadviserinfo.sec.gov
Prodigy Asset Management LLCOmahaNE11Not listedNot listedNot listed$75.3 million$2.44 billionadviserinfo.sec.gov
The Magnolia Group, LLCOmahaNE11Not listedNot listedNot listed$641.4 million$710.6 millionadviserinfo.sec.gov
Prairie Wealth Advisors, Inc.OmahaNE1Not listed1Not listedNot listed$50 million$558 millionadviserinfo.sec.gov

Newest SEC registrations in Nebraska

2 advisers with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Round Table Investment Strategies, LLCLincolnNEOctober 22, 2026$106.7 millionadviserinfo.sec.gov
Milemarker Investment Solutions, LLCLincolnNESeptember 17, 2026Not listedadviserinfo.sec.gov

Cities in Nebraska

CityAdvisersAUM
Omaha46$189.14 billion
Lincoln15$52.69 billion

More ways to read Nebraska

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.