Investment adviser firms in OMAHA, Nebraska
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
45 firms · Source months shown: August 2026
- AGMAN CAPITAL LLCCRD 334799 · OMAHA, NE$140,197,963.00Regulatory AUM · August 2026
- AMERICA FIRST INVESTMENT ADVISORS LLCCRD 106984 · OMAHA, NE$665,144,120.00Regulatory AUM · August 2026
- ARKFELD WEALTH STRATEGIES, L.L.C.CRD 293175 · OMAHA, NE$537,974,000.00Regulatory AUM · August 2026
- AVIOR WEALTH MANAGEMENT, LLCCRD 148674 · OMAHA, NE$6,464,235,428.00Regulatory AUM · August 2026
- BAZIS PRIVATE WEALTH, LLCCRD 148605 · OMAHA, NE$244,134,828.00Regulatory AUM · August 2026
- BLUE CAPITAL, INC.CRD 304083 · OMAHA, NE$200,818,353.00Regulatory AUM · August 2026
- BRIDGES INVESTMENT MANAGEMENT INCCRD 108028 · OMAHA, NE$11,307,553,900.00Regulatory AUM · August 2026
- CAMBRIDGE ADVISORS INCCRD 104851 · OMAHA, NE$693,511,589.00Regulatory AUM · August 2026
- CARSON GROUP INVESTING, LLCCRD 291744 · OMAHA, NE$2,048,522,707.00Regulatory AUM · August 2026
- CORNERSTONE FINANCIAL GROUP,LLCCRD 129246 · OMAHA, NE$292,238,045.00Regulatory AUM · August 2026
- CWM, LLCCRD 155344 · OMAHA, NE$50,579,657,663.00Regulatory AUM · August 2026
- ELLERBROCK-NORRIS WEALTH STRATEGIES LLCCRD 295099 · OMAHA, NE$171,618,658.00Regulatory AUM · August 2026
- FAIRWAY ASSET MANAGEMENT, LLCCRD 146636 · OMAHA, NE$117,360,392.00Regulatory AUM · August 2026
- FIRST NATIONAL ADVISERS, LLCCRD 277146 · OMAHA, NE$7,369,671,462.00Regulatory AUM · August 2026
- HILEY HUNT WEALTH MANAGEMENT, INC.CRD 164942 · OMAHA, NE$289,551,810.00Regulatory AUM · August 2026
- IAMS WEALTH MANAGEMENT, LLCCRD 286085 · OMAHA, NE$397,226,191.00Regulatory AUM · August 2026
- INTENTIONAL RETIREMENT, LLCCRD 310655 · OMAHA, NE$150,000,352.00Regulatory AUM · August 2026
- INTERALPEN PARTNERS, LLCCRD 315587 · OMAHA, NE$273,689,471.00Regulatory AUM · August 2026
- IRONVINE CAPITAL PARTNERS, LLCCRD 168892 · OMAHA, NE$1,143,727,875.00Regulatory AUM · August 2026
- KEYSTONE FINANCIAL SERVICES, LLCCRD 308397 · OMAHA, NE$240,320,000.00Regulatory AUM · August 2026
- LAWSON KROEKER INVESTMENT MANAGEMENT INCCRD 105053 · OMAHA, NE$428,568,259.00Regulatory AUM · August 2026
- LUTZ FINANCIAL SERVICES, LLCCRD 117273 · OMAHA, NE$3,187,194,167.00Regulatory AUM · August 2026
- M-ONE CAPITAL MANAGEMENT, LLCCRD 158782 · OMAHA, NE$3,773,994,241.00Regulatory AUM · August 2026
- MOREY & QUINN WEALTH PARTNERS LLCCRD 332074 · OMAHA, NE$373,428,329.00Regulatory AUM · August 2026
- MUTUAL ADVISORS, LLCCRD 167658 · OMAHA, NE$8,545,398,177.00Regulatory AUM · August 2026
- MUTUAL OF OMAHA INVESTOR SERVICES, INC.CRD 611 · OMAHA, NE$32,035,685.00Regulatory AUM · August 2026
- NABITY-JENSEN INVESTMENT MANAGEMENT, INC.CRD 128455 · OMAHA, NE$258,453,250.00Regulatory AUM · August 2026
- ORION PORTFOLIO SOLUTIONS, LLCCRD 107975 · OMAHA, NE$64,842,135,351.00Regulatory AUM · August 2026
- PANORAMA POINT PARTNERS, LLCCRD 165704 · OMAHA, NE$178,099,273.00Regulatory AUM · August 2026
- PFLUG KOORY, LLCCRD 109268 · OMAHA, NE$346,958,057.00Regulatory AUM · August 2026
- PRAIRIE WEALTH ADVISORS, INC.CRD 165266 · OMAHA, NE$557,956,158.00Regulatory AUM · August 2026
- PRIVATE WEALTH ASSET MANAGEMENT, LLCCRD 315819 · OMAHA, NE$2,523,259,243.00Regulatory AUM · August 2026
- PRODIGY ASSET MANAGEMENT LLCCRD 106457 · OMAHA, NE$2,435,740,783.00Regulatory AUM · August 2026
- REVOLUTION CAPITAL, LLCCRD 300496 · OMAHA, NE$241,915,426.00Regulatory AUM · August 2026
- SEQUENT PLANNING, LLCCRD 160381 · OMAHA, NE$589,473,003.00Regulatory AUM · August 2026
- SMART WEALTH, LLCCRD 315496 · OMAHA, NE$686,409,925.00Regulatory AUM · August 2026
- STEVENS CAPITAL PARTNERS INCCRD 317517 · OMAHA, NE$810,293,180.00Regulatory AUM · August 2026
- THE MAGNOLIA GROUP, LLCCRD 171102 · OMAHA, NE$710,597,605.00Regulatory AUM · August 2026
- TRIBUTARY CAPITAL MANAGEMENT, LLCCRD 112528 · OMAHA, NE$1,900,964,335.00Regulatory AUM · August 2026
- TRUE MEASURE WEALTH MANAGEMENTCRD 116265 · OMAHA, NE$241,547,365.00Regulatory AUM · August 2026
- WALNUT PRIVATE EQUITY PARTNERS, LLCCRD 168840 · OMAHA, NE$172,610,119.00Regulatory AUM · August 2026
- WEALTHPLAN INVESTMENT MANAGEMENT LLCCRD 311364 · OMAHA, NE$2,185,239,312.00Regulatory AUM · August 2026
- WEALTHPLAN PARTNERS, LLCCRD 305026 · OMAHA, NE$1,120,185,963.00Regulatory AUM · August 2026
- WEITZ INVESTMENT MANAGEMENT, INC.CRD 105088 · OMAHA, NE$8,079,865,642.00Regulatory AUM · August 2026
- WESTCHESTER CAPITAL MANAGEMENT INCCRD 110961 · OMAHA, NE$556,302,985.00Regulatory AUM · August 2026