Firms by city
Registered investment advisers in Omaha, NE
3 SEC-registered advisers headquartered in Omaha, listed by regulatory assets under management as reported on Form ADV.
3 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Orion Portfolio SolutionsCRD 107975 | Omaha, NE | $64.84B | 47 | 187,975 |
| CWMCRD 155344 | Omaha, NE | $50.58B | 472 | 52,669 |
| Bridges Investment ManagementCRD 108028 | Omaha, NE | $11.31B | 30 | 1,875 |
Orion Portfolio SolutionsCRD 107975$64.84B
- Headquarters
- Omaha, NE
- Advisory staff
- 47
- Clients
- 187,975
CWMCRD 155344$50.58B
- Headquarters
- Omaha, NE
- Advisory staff
- 472
- Clients
- 52,669
Bridges Investment ManagementCRD 108028$11.31B
- Headquarters
- Omaha, NE
- Advisory staff
- 30
- Clients
- 1,875
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 its principal office in Omaha on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Nebraska.
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.