Firms by state
Registered investment advisers in Nebraska
32 SEC-registered advisers with at least one office in Nebraska, listed by regulatory assets under management as reported on Form ADV.
32 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| U.S. Bancorp Asset ManagementCRD 111912 | Minneapolis, MN | $427.48B | 62 | 881 |
| Raymond James Financial Services AdvisorsCRD 149018 | Saint Petersburg, FL | $390.04B | 6,024 | 508,439 |
| Creative PlanningCRD 105348 | Overland Park, KS | $295.57B | 1,538 | 100,298 |
| Cetera Investment AdvisersCRD 105644 | Schaumburg, IL | $256.81B | 9,049 | 813,961 |
| Commonwealth Equity ServicesCRD 8032 | Waltham, MA | $212.66B | 2,650 | 360,488 |
| Hightower AdvisorsCRD 145323 | Chicago, IL | $198.58B | 953 | 64,035 |
| MarinerCRD 140195 | Overland Park, KS | $125.41B | 933 | 55,512 |
| Public Trust AdvisorsCRD 159189 | Denver, CO | $104.24B | 81 | 82 |
| Orion Portfolio SolutionsCRD 107975 | Omaha, NE | $64.84B | 47 | 187,975 |
| Usi AdvisorsCRD 108113 | Glastonbury, CT | $56.28B | 48 | 1,353 |
| CWMCRD 155344 | Omaha, NE | $50.58B | 472 | 52,669 |
| Tidal InvestmentsCRD 164201 | Milwaukee, WI | $45.83B | 50 | 343 |
| Newedge AdvisorsCRD 171351 | New Orleans, LA | $43.21B | 515 | 49,898 |
| Lido AdvisorsCRD 269866 | Los Angeles, CA | $42.50B | 235 | 13,800 |
| D.A. Davidson &CRD 199 | Great Falls, MT | $41.84B | 410 | 70,118 |
| Prime Capital Investment AdvisorsCRD 288712 | Overland Park, KS | $39.14B | 261 | 23,965 |
| First ManhattanCRD 325281 | New York, NY | $38.09B | 51 | 6,294 |
| Sanctuary AdvisorsCRD 226606 | Miami, FL | $34.88B | 396 | 19,540 |
| Sequoia Financial AdvisorsCRD 117756 | Akron, OH | $32.24B | 195 | 11,218 |
| Prudent Man AdvisorsCRD 301973 | Naperville, IL | $30.59B | 81 | 161 |
| Ameritas Investment PartnersCRD 109381 | Lincoln, NE | $29.01B | 33 | 2,513 |
| First Command Advisory ServicesCRD 281958 | Fort Worth, TX | $24.43B | 1,155 | 113,591 |
| Principal SecuritiesCRD 1137 | Des Moines, IA | $17.02B | 1,464 | 51,941 |
| Ifp AdvisorsCRD 125112 | Tampa, FL | $16.29B | 302 | 54,154 |
| Osaic Advisory ServicesCRD 171070 | Atlanta, GA | $15.48B | 344 | 29,898 |
| Zacks Investment ManagementCRD 110897 | Chicago, IL | $14.59B | 11 | 3,741 |
| Ameritas Advisory ServicesCRD 317245 | Lincoln, NE | $13.75B | 366 | 29,718 |
| The Mather GroupCRD 156005 | Chicago, IL | $13.45B | 97 | 4,773 |
| Forvis Mazars Wealth AdvisorsCRD 110905 | Springfield, MO | $12.01B | 82 | 4,584 |
| Hub Investment PartnersCRD 307956 | Austin, TX | $11.88B | 103 | 6,127 |
| Bridges Investment ManagementCRD 108028 | Omaha, NE | $11.31B | 30 | 1,875 |
| Valmark AdvisersCRD 108050 | Akron, OH | $10.17B | 280 | 14,890 |
U.S. Bancorp Asset ManagementCRD 111912$427.48B
- Headquarters
- Minneapolis, MN
- Advisory staff
- 62
- Clients
- 881
Raymond James Financial Services AdvisorsCRD 149018$390.04B
- Headquarters
- Saint Petersburg, FL
- Advisory staff
- 6,024
- Clients
- 508,439
Creative PlanningCRD 105348$295.57B
- Headquarters
- Overland Park, KS
- Advisory staff
- 1,538
- Clients
- 100,298
Cetera Investment AdvisersCRD 105644$256.81B
- Headquarters
- Schaumburg, IL
- Advisory staff
- 9,049
- Clients
- 813,961
Commonwealth Equity ServicesCRD 8032$212.66B
- Headquarters
- Waltham, MA
- Advisory staff
- 2,650
- Clients
- 360,488
Hightower AdvisorsCRD 145323$198.58B
- Headquarters
- Chicago, IL
- Advisory staff
- 953
- Clients
- 64,035
MarinerCRD 140195$125.41B
- Headquarters
- Overland Park, KS
- Advisory staff
- 933
- Clients
- 55,512
Public Trust AdvisorsCRD 159189$104.24B
- Headquarters
- Denver, CO
- Advisory staff
- 81
- Clients
- 82
Orion Portfolio SolutionsCRD 107975$64.84B
- Headquarters
- Omaha, NE
- Advisory staff
- 47
- Clients
- 187,975
Usi AdvisorsCRD 108113$56.28B
- Headquarters
- Glastonbury, CT
- Advisory staff
- 48
- Clients
- 1,353
CWMCRD 155344$50.58B
- Headquarters
- Omaha, NE
- Advisory staff
- 472
- Clients
- 52,669
Tidal InvestmentsCRD 164201$45.83B
- Headquarters
- Milwaukee, WI
- Advisory staff
- 50
- Clients
- 343
Newedge AdvisorsCRD 171351$43.21B
- Headquarters
- New Orleans, LA
- Advisory staff
- 515
- Clients
- 49,898
Lido AdvisorsCRD 269866$42.50B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 235
- Clients
- 13,800
D.A. Davidson &CRD 199$41.84B
- Headquarters
- Great Falls, MT
- Advisory staff
- 410
- Clients
- 70,118
Prime Capital Investment AdvisorsCRD 288712$39.14B
- Headquarters
- Overland Park, KS
- Advisory staff
- 261
- Clients
- 23,965
First ManhattanCRD 325281$38.09B
- Headquarters
- New York, NY
- Advisory staff
- 51
- Clients
- 6,294
Sanctuary AdvisorsCRD 226606$34.88B
- Headquarters
- Miami, FL
- Advisory staff
- 396
- Clients
- 19,540
Sequoia Financial AdvisorsCRD 117756$32.24B
- Headquarters
- Akron, OH
- Advisory staff
- 195
- Clients
- 11,218
Prudent Man AdvisorsCRD 301973$30.59B
- Headquarters
- Naperville, IL
- Advisory staff
- 81
- Clients
- 161
Ameritas Investment PartnersCRD 109381$29.01B
- Headquarters
- Lincoln, NE
- Advisory staff
- 33
- Clients
- 2,513
First Command Advisory ServicesCRD 281958$24.43B
- Headquarters
- Fort Worth, TX
- Advisory staff
- 1,155
- Clients
- 113,591
Principal SecuritiesCRD 1137$17.02B
- Headquarters
- Des Moines, IA
- Advisory staff
- 1,464
- Clients
- 51,941
Ifp AdvisorsCRD 125112$16.29B
- Headquarters
- Tampa, FL
- Advisory staff
- 302
- Clients
- 54,154
Osaic Advisory ServicesCRD 171070$15.48B
- Headquarters
- Atlanta, GA
- Advisory staff
- 344
- Clients
- 29,898
Zacks Investment ManagementCRD 110897$14.59B
- Headquarters
- Chicago, IL
- Advisory staff
- 11
- Clients
- 3,741
Ameritas Advisory ServicesCRD 317245$13.75B
- Headquarters
- Lincoln, NE
- Advisory staff
- 366
- Clients
- 29,718
The Mather GroupCRD 156005$13.45B
- Headquarters
- Chicago, IL
- Advisory staff
- 97
- Clients
- 4,773
Forvis Mazars Wealth AdvisorsCRD 110905$12.01B
- Headquarters
- Springfield, MO
- Advisory staff
- 82
- Clients
- 4,584
Hub Investment PartnersCRD 307956$11.88B
- Headquarters
- Austin, TX
- Advisory staff
- 103
- Clients
- 6,127
Bridges Investment ManagementCRD 108028$11.31B
- Headquarters
- Omaha, NE
- Advisory staff
- 30
- Clients
- 1,875
Valmark AdvisersCRD 108050$10.17B
- Headquarters
- Akron, OH
- Advisory staff
- 280
- Clients
- 14,890
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports an office in Nebraska on Form ADV Part 1A, whether or not the state is its headquarters. An SEC-registered adviser doing business in a state also makes a notice filing there, which is why a firm can serve clients in Nebraska from elsewhere.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation, and Niva Wealth is not affiliated with the firms on it.