Written by investor.com
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 September 07, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Nebraska are as follows:
- Must be rated at least 4.5 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 |
| 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 |
| Avior Wealth Management |
|
$2.4 billion | 3,117 | 47 | $777,048 |
| 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 |
| Buckingham Strategic Wealth |
|
$24.3 billion | 13,120 | 270 | $1.9 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 |
| CGN Advisors |
|
$724.5 million | 835 | 42 | $867,623 |
| Clark Wealth Strategies |
|
$37.0 million | 78 | 3 | $474,358 |
| Cornerstone Financial Group |
|
$53.7 million | 226 | 2 | $237,396 |
| CPR Investments |
|
$281.5 million | 2,249 | 39 | $125,165 |
| 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 |
| Executive Wealth Partners |
|
$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 | 6 | $904,882 |
| Footprints Asset Management & Research |
|
$30.1 million | 116 | 2 | $259,778 |
| Foster Group |
|
$3.1 billion | 1,814 | 41 | $1.7 million |
| Gladstone Wealth Partners |
|
$3.5 billion | 6,571 | 101 | $538,521 |
| 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 | 1 | $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 |
|
$13.9 million | 63 | 1 | $220,899 |
| Lincoln Capital |
|
$540.4 million | 566 | 5 | $954,748 |
| Lutz Financial |
|
$1.7 billion | 740 | 9 | $2.3 million |
| Main Street Advisors |
|
$59.6 million | 441 | 9 | $135,189 |
| 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 |
| 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 |
| Orion Portfolio Solutions |
|
$53.3 billion | 218,212 | 117 | $244,180 |
| Pflug Koory |
|
$279.1 million | 124 | 2 | $2.3 million |
| Physicians Thrive Investment Advisors |
|
$100,000 | 4 | 3 | $25,000 |
| 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 |
| Quantum Financial Partners |
|
$74.6 million | 213 | 5 | $350,023 |
| Quility Financial Advisors |
|
$30.0 million | 178 | 6 | $168,539 |
| 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 |
| Sagespring Wealth Partners |
|
$4.3 billion | 10,758 | 94 | $397,606 |
| Sanctuary Advisors |
|
$16.2 billion | 12,952 | 304 | $1.3 million |
| Secure Asset Management |
|
$440.0 million | 2,376 | 40 | $185,177 |
| Secure Estate Solutions |
|
$32.6 million | 184 | 5 | $177,173 |
| Sequent Planning |
|
$248.2 million | 3,116 | 84 | $79,639 |
| Steele Capital Management |
|
$2.3 billion | 1,569 | 11 | $1.5 million |
| Sterling Financial Advisors |
|
$95.8 million | 171 | 4 | $560,248 |
| Stevens Capital Partners |
|
$207.1 million | 279 | 4 | $742,283 |
| Strategic Blueprint |
|
$1.6 billion | 2,961 | 52 | $556,266 |
| Talon Private Wealth |
|
$826.4 million | 1,971 | 8 | $419,300 |
| TCFG Investment Advisors |
|
$450.5 million | 1,436 | 32 | $313,736 |
| 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 | 156 | $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 Advisors Network |
|
$220.1 million | 377 | 12 | $583,726 |
| 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 |
|
$452.5 million | 472 | 3 | $958,598 |
| ZEGA Financial |
|
$513.4 million | 270 | 6 | $1.9 million |
More Top Firms by State
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About the Editorial Team
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