Best Financial Advisor Firms Nebraska 2023

investor.com

Written by investor.com

April 06, 2023

We're thrilled to recognize the 2023 Top Financial Advisor Firms in Nebraska.

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Nebraska, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.

Our analysis contains data as of April 06, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Nebraska are as follows:

  • Must be rated 5 stars by investor.com's Trust Algorithm.
  • Must have an office location in Nebraska.

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Adaptive Advice 4.5/5 Stars $32.7 million 73 2 $448,192
Afsc Advisors 4.5/5 Stars $20.2 million 135 1 $149,279
America First Investment Advisors 5/5 Stars $425.1 million 245 6 $1.7 million
Ameritas Investment Partners 4.5/5 Stars $23.1 billion 1,822 7 $12.7 million
Andorra Capital 5/5 Stars $32.6 million 184 5 $177,173
API Financial Advisors 4.5/5 Stars $30.0 million 178 6 $168,539
Arbor Point Advisors 4.5/5 Stars $6.4 billion 19,182 714 $335,156
Arkfeld Wealth Strategies 4.5/5 Stars $319.1 million 708 3 $450,672
Arnold Weitz & CO 5/5 Stars $270.1 million 35 2 $7.7 million
Avantax Planning Partners 4.5/5 Stars $5.5 billion 7,350 239 $742,379
Bazis Private Wealth 4.5/5 Stars $162.4 million 185 2 $877,914
Bellwether Wealth 4.5/5 Stars $454.7 million 379 3 $1.2 million
BerganKDV Wealth Management 5/5 Stars $2.1 billion 1,064 23 $2.0 million
Bridges Investment Management 4.5/5 Stars $7.5 billion 1,548 23 $4.9 million
Brinker Capital Investments 4.5/5 Stars $53.3 billion 218,212 117 $244,180
Buckingham Strategic Wealth 4.5/5 Stars $22.1 billion 12,379 270 $1.8 million
Callahan Financial Planning 4.5/5 Stars $223.4 million 190 9 $1.2 million
Cambridge Advisors 5/5 Stars $530.5 million 291 4 $1.8 million
Capital Consulting & Asset Management 5/5 Stars $265.5 million 140 2 $1.9 million
Capital Synergy Partners 4.5/5 Stars $59.8 million 352 21 $169,869
Cast Financial 4.5/5 Stars $14.2 million 37 2 $384,720
Clark Wealth Strategies 5/5 Stars $37.0 million 78 3 $474,358
Contryman Wealth Advisors 4.5/5 Stars $220.1 million 377 12 $583,726
Cornerstone Financial Group 5/5 Stars $53.7 million 226 2 $237,396
CPR Investments 4.5/5 Stars $295.3 million 2,285 36 $129,233
CWM 4.5/5 Stars $19.9 billion 35,511 475 $561,616
ELK River Wealth Management 4.5/5 Stars $830.8 million 308 10 $2.7 million
Ellerbrock-Norris Wealth Strategies 4.5/5 Stars $69.1 million 68 2 $1.0 million
Evergreen Capital Management 5/5 Stars $35.3 million 367 4 $96,277
Execso 4.5/5 Stars $14.6 million 21 1 $693,359
Fairway Asset Management 4.5/5 Stars $93.1 million 60 2 $1.6 million
FBL Wealth Management 4.5/5 Stars $10.9 million 4,299 110 $2,528
First Nebraska Financial Services 4.5/5 Stars $296.7 million 449 3 $660,826
Flagstone Financial Management 4.5/5 Stars $252.5 million 279 7 $904,882
Footprints Asset Management & Research 5/5 Stars $30.1 million 116 2 $259,778
Foster Group 5/5 Stars $3.1 billion 1,814 41 $1.7 million
Garrett Investment Advisors 4.5/5 Stars $724.5 million 835 43 $867,623
Grimes & Company 5/5 Stars $4.2 billion 3,530 28 $1.2 million
Guide Rock Capital Management 4.5/5 Stars $23.4 million 83 1 $282,427
HBE Wealth Management 4.5/5 Stars $128.6 million 187 2 $687,846
Hiley Hunt Wealth Management 4.5/5 Stars $154.0 million 202 3 $762,563
Homan Wealth Advisors 5/5 Stars $214.1 million 146 3 $1.5 million
ICA Group Wealth Management 4.5/5 Stars $1.0 billion 3,883 46 $264,958
Investment Design Management 4.5/5 Stars $44.2 million 64 2 $690,532
Ironvine Capital Partners 4.5/5 Stars $827.5 million 152 5 $5.4 million
Keystone Financial Services 4.5/5 Stars $133.0 million 849 6 $156,654
Lakewood Asset Management 4.5/5 Stars $188.8 million 141 3 $1.3 million
Lawson Kroeker Investment Management 4.5/5 Stars $397.3 million 139 5 $2.9 million
Leibman Financial Servces 4.5/5 Stars $113.6 million 204 3 $556,700
LFN Advisors 4.5/5 Stars $945,405 9 2 $105,045
Liberty Advisers 4.5/5 Stars $13.2 million 61 1 $216,937
Lincoln Capital 5/5 Stars $540.4 million 566 5 $954,748
Lutz Financial 5/5 Stars $1.7 billion 740 9 $2.3 million
Main Street Advisors 4.5/5 Stars $57.3 million 646 9 $88,720
Mcmill CPA and Advisors 5/5 Stars $545.6 million 3,729 17 $146,313
MJB Financial Planning 5/5 Stars $34.7 million 25 1 $1.4 million
Modern Asset Management 5/5 Stars $23.1 million 167 2 $138,603
Mutual Advisors 4.5/5 Stars $5.3 billion 8,870 133 $598,196
Nabity-Jensen Investment Management 4.5/5 Stars $177.2 million 88 2 $2.0 million
Nelson, Van Denburg & Campbell Wealth Management Group 4.5/5 Stars $2.4 billion 3,117 47 $777,048
Northwest Wealth Management 4.5/5 Stars $605.4 million 1,898 20 $318,958
Novem Group 5/5 Stars $1.1 billion 1,622 32 $661,374
Oldfather Financial Services 5/5 Stars $345.6 million 416 3 $830,654
ORG Partners 4.5/5 Stars $895.0 million 1,140 15 $785,056
Pflug Koory 4.5/5 Stars $279.1 million 124 2 $2.3 million
Physicians Thrive Investment Advisors 5/5 Stars $690,680 19 4 $36,351
Pittenger & Anderson 5/5 Stars $2.3 billion 840 13 $2.7 million
Plains Advisory 4.5/5 Stars $16.7 million 42 1 $396,496
Plan A Wealth 4.5/5 Stars $233.6 million 378 10 $617,976
Plan Group Financial 4.5/5 Stars $242.3 million 1,481 10 $163,574
PMA Asset Management 4.5/5 Stars $20.2 billion 151 31 $133.8 million
Primus Wealth Advisors 4.5/5 Stars $19.2 million 16 1 $1.2 million
Prodigy Asset Management 4.5/5 Stars $3.4 billion 103 5 $32.9 million
Professional Financial Advisors 4.5/5 Stars $307.3 million 1,871 5 $164,243
Purposeful Wealth 4.5/5 Stars $207.1 million 279 4 $742,283
Quantum Financial Partners 4.5/5 Stars $74.6 million 213 5 $350,023
R2 Wealth Management Partners 4.5/5 Stars $282.6 million 702 5 $402,511
Revolution Capital 4.5/5 Stars $80.9 million 126 3 $641,852
Round Table Investment Strategies 5/5 Stars $50.1 million 107 3 $468,376
Secure Asset Management 4.5/5 Stars $440.0 million 2,376 36 $185,177
Securian Financial Services 4.5/5 Stars $20.7 billion 77,241 1,052 $267,795
Sequent Planning 4.5/5 Stars $248.2 million 3,116 84 $79,639
Southwestern Investment Advisory Services 4.5/5 Stars $4.3 billion 10,758 94 $397,606
Steele Capital Management 5/5 Stars $2.3 billion 1,569 11 $1.5 million
Sterling Financial Advisors 4.5/5 Stars $95.8 million 171 4 $560,248
Talon Private Wealth 4.5/5 Stars $826.4 million 1,971 8 $419,300
TCFG Investment Advisors 4.5/5 Stars $450.5 million 1,436 32 $313,736
TD Ameritrade Investment Management 4.5/5 Stars $15.8 billion 101,875 15 $155,366
Teckmeyer Financial Services 4.5/5 Stars $54.0 million 129 4 $418,710
The Mather Group 5/5 Stars $8.7 billion 3,970 88 $2.2 million
The Wealth Consulting Group 4.5/5 Stars $2.8 billion 7,407 109 $377,454
True Measure Wealth Management 5/5 Stars $196.2 million 335 1 $585,526
Turning Point Financial 4.5/5 Stars $19.1 million 67 1 $285,074
Virtue Capital Management 4.5/5 Stars $941.4 million 7,973 107 $118,072
Wealth Management 4.5/5 Stars $2.3 billion 3,219 44 $729,708
Wealthplan Investment Management 4.5/5 Stars $869.7 million 746 12 $1.2 million
Wealthplan Partners 4.5/5 Stars $1.6 billion 3,670 30 $441,403
Weitz Investment Management 4.5/5 Stars $3.6 billion 22 1 $163.8 million
Westchester Capital Management 5/5 Stars $427.2 million 459 3 $930,680
ZEGA Financial 5/5 Stars $513.4 million 270 6 $1.9 million

More Top Firms by State

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.


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