Best Financial Advisor Firms Nebraska 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Nebraska.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Nebraska are as followed:

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
Adaptation Financial Advisors 4.5/5 Stars $142.8 million 1,131 6 $126,263
Afsc Advisors 4.5/5 Stars $22.1 million 129 1 $171,013
Alphastar Capital Management 4.5/5 Stars $1.6 billion 8,166 118 $191,914
America First Investment Advisors logoAmerica First Investment Advisors 5/5 Stars $463.6 million 248 6 $1.9 million
Ameritas Investment Partners 4.5/5 Stars $23.1 billion 1,637 8 $14.1 million
Andorra Capital 5/5 Stars $30.9 million 180 5 $171,666
API Financial Advisors 4.5/5 Stars $19.5 million 178 7 $109,759
Arkfeld Wealth Strategies 4.5/5 Stars $309.4 million 624 3 $495,763
Arnold Weitz & CO 5/5 Stars $263.0 million 37 2 $7.1 million
Bazis Private Wealth 4.5/5 Stars $177.2 million 221 2 $801,910
Bellwether Wealth 4.5/5 Stars $441.7 million 327 7 $1.4 million
BerganKDV Wealth Management 5/5 Stars $2.1 billion 1,064 23 $2.0 million
Blue Capital 4.5/5 Stars $133.3 million 432 4 $308,621
Bridges Investment Management 4.5/5 Stars $8.7 billion 1,438 20 $6.1 million
Brinker Capital Investments 4.5/5 Stars $42.0 billion 83,820 51 $500,827
Buckingham Strategic Wealth 4.5/5 Stars $20.0 billion 11,922 229 $1.7 million
Callahan Financial Planning 4.5/5 Stars $248.7 million 197 9 $1.3 million
Cambridge Advisors 5/5 Stars $621.6 million 286 4 $2.2 million
Capital Consulting & Asset Management 5/5 Stars $278.5 million 145 2 $1.9 million
Capital Synergy Partners 4.5/5 Stars $59.8 million 352 21 $169,869
Cast Financial 4.5/5 Stars $15.1 million 27 2 $560,537
Charles Schwab Investment Management 4.5/5 Stars $700.8 billion 250,439 44 $2.8 million
Clark Wealth Strategies 5/5 Stars $37.0 million 70 2 $528,571
Contryman Wealth Advisors 4.5/5 Stars $234.2 million 614 12 $381,478
Cornerstone Financial Group 5/5 Stars $65.9 million 227 2 $290,157
CPR Investments 4.5/5 Stars $406.4 million 2,022 37 $200,992
CWM 4.5/5 Stars $18.8 billion 34,436 410 $547,367
ELK River Wealth Management 4.5/5 Stars $796.0 million 609 10 $1.3 million
Ellerbrock-Norris Wealth Strategies 4.5/5 Stars $62.1 million 67 3 $926,513
Evergreen Capital Management 5/5 Stars $35.6 million 367 3 $97,103
Execso 4.5/5 Stars $22.2 million 28 1 $791,952
Fairway Asset Management 4.5/5 Stars $106.4 million 50 2 $2.1 million
FBL Wealth Management 4.5/5 Stars $12.7 million 3,322 152 $3,817
First Nebraska Financial Services 4.5/5 Stars $282.3 million 372 3 $758,942
Flagstone Financial Management 4.5/5 Stars $261.3 million 263 7 $993,580
Footprints Asset Management & Research 5/5 Stars $72.1 million 209 2 $345,015
Foster Group 5/5 Stars $3.4 billion 1,700 36 $2.0 million
Garrett Investment Advisors 4.5/5 Stars $551.1 million 638 44 $863,855
Gladstone Wealth Group 5/5 Stars $4.0 billion 6,244 107 $641,617
Guide Rock Capital Management 4.5/5 Stars $30.0 million 173 2 $173,140
HBE Wealth Management 4.5/5 Stars $121.2 million 167 2 $725,729
Hightower Advisors 4.5/5 Stars $103.6 billion 101,749 764 $1.0 million
Hiley Hunt Wealth Management 4.5/5 Stars $164.8 million 190 2 $867,537
Homan Wealth Advisors 5/5 Stars $224.9 million 143 3 $1.6 million
Integrated Advisors Network 4.5/5 Stars $3.4 billion 9,948 74 $344,568
Investment Design Management 4.5/5 Stars $26.5 million 49 2 $540,943
Ironvine Capital Partners 4.5/5 Stars $1.0 billion 125 4 $8.2 million
Lakewood Asset Management 4.5/5 Stars $189.9 million 175 3 $1.1 million
Lawson Kroeker Investment Management 4.5/5 Stars $433.2 million 133 4 $3.3 million
Liberty Advisers 4.5/5 Stars $12.7 million 57 1 $222,117
Lincoln Capital 5/5 Stars $585.2 million 526 5 $1.1 million
Lutz Financial 5/5 Stars $1.8 billion 710 8 $2.6 million
Main Street Advisors 4.5/5 Stars $57.3 million 646 9 $88,720
Mcmill CPA and Advisors 5/5 Stars $561.1 million 3,802 17 $147,573
MJB Financial Planning 5/5 Stars $38.6 million 25 1 $1.5 million
Modern Asset Management 4.5/5 Stars $23.8 million 167 2 $142,724
Mutual Advisors 4.5/5 Stars $4.6 billion 7,065 103 $653,200
Nabity-Jensen Investment Management 4.5/5 Stars $200.6 million 87 2 $2.3 million
Nelson, Van Denburg & Campbell Wealth Management Group 4.5/5 Stars $2.3 billion 2,451 45 $944,275
Northwest Wealth Management 4.5/5 Stars $648.1 million 1,776 20 $364,897
Novem Group 5/5 Stars $1.1 billion 1,988 37 $573,077
Oldfather Financial Services 5/5 Stars $334.6 million 400 3 $836,531
ORG Partners 4.5/5 Stars $455.3 million 762 15 $597,518
Orion Portfolio Solutions 4.5/5 Stars $14.2 billion 81,242 53 $174,722
Pflug Koory 4.5/5 Stars $283.4 million 130 2 $2.2 million
Physicians Thrive Investment Advisors 4.5/5 Stars $690,680 19 4 $36,351
Pittenger & Anderson 5/5 Stars $2.4 billion 776 12 $3.1 million
Plains Advisory 4.5/5 Stars $18.6 million 40 1 $464,411
Plan A Wealth 4.5/5 Stars $219.4 million 305 7 $719,454
PMA Asset Management 4.5/5 Stars $21.5 billion 151 28 $142.6 million
Primus Wealth Advisors 4.5/5 Stars $19.1 million 17 1 $1.1 million
Prodigy Asset Management 4.5/5 Stars $3.7 billion 100 4 $36.5 million
Professional Financial Advisors 4.5/5 Stars $391.0 million 1,723 5 $226,901
Quantum Financial Partners 4.5/5 Stars $83.4 million 194 5 $429,896
R2 Wealth Management Partners 4.5/5 Stars $306.1 million 630 5 $485,798
Revolution Capital 4.5/5 Stars $70.2 million 92 4 $763,041
Round Table Investment Strategies 5/5 Stars $48.1 million 102 3 $471,388
Secure Asset Management 4.5/5 Stars $387.3 million 2,284 24 $169,569
Sequent Planning 4.5/5 Stars $350.4 million 3,101 69 $112,981
Sipherd Wealth Management 5/5 Stars $0.0 27 1 $0.0
Southwestern Investment Advisory Services 4.5/5 Stars $4.8 billion 10,279 80 $470,276
Steele Capital Management 5/5 Stars $2.8 billion 1,543 10 $1.8 million
Sterling Financial Advisors 5/5 Stars $109.1 million 246 4 $443,474
Strategic Blueprint 4.5/5 Stars $1.5 billion 2,195 52 $697,869
Stratos Wealth Advisors 4.5/5 Stars $3.4 billion 4,072 57 $829,098
TD Ameritrade Investment Management 4.5/5 Stars $23.3 billion 118,672 22 $196,238
Teckmeyer Financial Services 4.5/5 Stars $60.8 million 122 4 $498,022
The Mather Group 5/5 Stars $8.6 billion 3,048 78 $2.8 million
The Patriot Financial Group 4.5/5 Stars $1.2 billion 3,042 50 $378,499
The Wealth Consulting Group 5/5 Stars $2.9 billion 7,706 101 $372,718
True Measure Wealth Management 5/5 Stars $226.4 million 316 1 $716,337
Turning Point Financial 4.5/5 Stars $18.9 million 61 1 $309,442
Virtue Capital Management 4.5/5 Stars $1.1 billion 5,419 111 $197,733
Virtue Wealth Counsel 4.5/5 Stars $29.0 million 207 3 $140,311
Wealth Management 4.5/5 Stars $2.5 billion 3,127 44 $785,774
Wealthplan Investment Management 4.5/5 Stars $628.2 million 365 4 $1.7 million
Wealthplan Partners 4.5/5 Stars $1.8 billion 3,442 35 $521,256
Weitz Investment Management 4.5/5 Stars $3.9 billion 24 1 $162.2 million
Westchester Capital Management 5/5 Stars $427.2 million 459 3 $930,680
ZEGA Financial 5/5 Stars $636.4 million 349 7 $1.8 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, retirement planning, and more.


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