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