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