Top 10 financial advisor firms in Nebraska

50 SEC-registered financial advisor firms are headquartered in Nebraska, with $98.3B in combined regulatory assets under management. The largest by assets are CWM ($50.6B), Bridges Investment Management ($11.3B) and Avior Wealth Management ($6.46B).

50
Financial advisor firms: $98.3B
Their combined AUM: $431M
Median firm AUM: 73,734
Clients of the top 10

The 10 largest by assets

1
CWM
RIA
$50.6B
Up to 2.50% a year
2
Bridges Investment Management
RIA
$11.3B
0.30% to 1.00%
3
Avior Wealth Management
RIA
$6.46B
Up to 2.00% a year
4
Lutz Financial Services
RIA
$3.19B
0.30% to 1.00% a year
5
Pittenger & Anderson
RIA
$3.03B
0.38% to 1.00% a year
6
Private Wealth Asset Management
RIA
$2.52B
0.40% to 1.20% a year
7
WealthPlan Investment Management
RIA
$2.19B
Regulatory AUM
8
Allen Capital Group
RIA
$1.5B
Up to 1.75% a year
9
Wealthplan Partners
RIA
$1.12B
Up to 2.00% a year
10
McMill Wealth
RIA
$862M
0.50% to 1.75% a year

Profiles of the top 10

No. 1 · RIA

CWM

CWM is an investment adviser based in Omaha, NE, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $50.6 billion, as filed on 30 September 2026.

CWM charges up to 2.50% a year for its Asset Management Fees.

Regulatory AUM: $50.6B
Clients: 52,669
Advisory staff: 472
Fee schedule: Up to 2.50% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 14600 Branch St., Omaha, NE 68154
Phone: 402-330-0808
Website: carsonwealth.com

No. 2 · RIA

Bridges Investment Management

Bridges Investment Management is an investment adviser based in Omaha, NE, registered with the SEC since 1999. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $11.3 billion, as filed on 11 September 2026.

Bridges Investment Management charges 0.30%–1.00% for its BIM clients generally: standard fee schedule. The brochure does not state whether the rate is annual.

Regulatory AUM: $11.3B
Clients: 1,875
Advisory staff: 30
Fee schedule: 0.30% to 1.00%
Custodians: Bridges Trust, Charles Schwab
Headquarters: 13333 California St, Suite 500, Omaha, NE 68154
Phone: 402-397-4700
Website: bridgestrust.com

No. 3 · RIA

Avior Wealth Management

Avior Wealth Management is an investment adviser based in Omaha, NE, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $6.46 billion, as filed on 3 April 2026.

Avior Wealth Management charges up to 2.00% a year for its Investment management services.

Regulatory AUM: $6.46B
Clients: 4,894
Advisory staff: 125
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 14301 First National Bank Parkway, Suite 410, Omaha, NE 68154
Phone: 402-218-4064
Website: avior.com

No. 4 · RIA

Lutz Financial Services

Lutz Financial Services is an investment adviser based in Omaha, NE, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $3.19 billion, as filed on 7 July 2026.

Lutz Financial Services charges 0.30%–1.00% a year for its Investment Advisory Services.

Regulatory AUM: $3.19B
Clients: 1,031
Advisory staff: 15
Fee schedule: 0.30% to 1.00% a year
Custodians: Charles Schwab, Ascensus Broker Dealer Services
Headquarters: 13616 California Street, Suite 300, Omaha, NE 68154-5336
Phone: 402-827-2300
Website: lutz.us

No. 5 · RIA

Pittenger & Anderson

Pittenger & Anderson is an investment adviser based in Lincoln, NE, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $3.03 billion, as filed on 7 January 2026.

Pittenger & Anderson charges 0.375%–1.00% a year for its Investment Management Fees.

Regulatory AUM: $3.03B
Clients: 920
Advisory staff: 14
Fee schedule: 0.38% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 5533 S. 27th Street, Suite 201, Lincoln, NE 68512
Phone: 402-328-8800
Website: pittand.com

No. 6 · RIA

Private Wealth Asset Management

Private Wealth Asset Management is an investment adviser based in Omaha, NE, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $2.52 billion, as filed on 23 September 2026.

Private Wealth Asset Management charges 0.40%–1.20% a year for its Investment Management Services.

Regulatory AUM: $2.52B
Clients: 559
Advisory staff: 22
Founded: 2021
Fee schedule: 0.40% to 1.20% a year
Custodians: Fidelity
Headquarters: 1100 Capitol Avenue, Suite 200, Omaha, NE 68102
Phone: 402-227-4208
Website: privatewealth.com

No. 7 · RIA

WealthPlan Investment Management

WealthPlan Investment Management is an investment adviser based in Omaha, NE, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $2.19 billion, as filed on 24 August 2026.

Regulatory AUM: $2.19B
Clients: 2,145
Advisory staff: 14
Founded: 2020
Custodians: Charles Schwab
Headquarters: 101 S 108th Ave, 3rd Floor, Omaha, NE 68154
Phone: 402-691-0200
Website: wealthplan.group

No. 8 · RIA

Allen Capital Group

Allen Capital Group is an investment adviser based in Grand Island, NE, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.5 billion, as filed on 31 March 2026.

Allen Capital Group charges up to 1.75% a year for its Investment Management Program.

Regulatory AUM: $1.5B
Clients: 2,274
Advisory staff: 21
Fee schedule: Up to 1.75% a year
Custodians: Charles Schwab
Headquarters: 3540 Prairieview Street, Suite 200, Grand Island, NE 68803
Phone: 308-385-1500
Website: allencapgroup.com

No. 9 · RIA

Wealthplan Partners

Wealthplan Partners is an investment adviser based in Omaha, NE, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.12 billion, as filed on 21 July 2026.

Wealthplan Partners charges up to 2.00% a year for its Investment Management Fee for Individual Investors.

Regulatory AUM: $1.12B
Clients: 1,711
Advisory staff: 26
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab
Headquarters: 101 South 108th Avenue, Omaha, NE 68154
Phone: 402-691-0200

No. 10 · RIA

McMill Wealth

McMill Wealth is an investment adviser based in Norfolk, NE, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $862 million, as filed on 27 March 2026.

McMill Wealth charges 0.50%–1.75% a year for its Investment Advisory Fees.

Regulatory AUM: $862M
Clients: 5,656
Advisory staff: 22
Fee schedule: 0.50% to 1.75% a year
Custodians: Charles Schwab
Headquarters: 125 South 4th Street, Norfolk, NE 68701
Phone: 402-371-1160

Questions about financial advisors in Nebraska

How many financial advisor firms are headquartered in Nebraska?

50 SEC-registered financial advisor firms report their principal office in Nebraska, managing $98.3B in regulatory assets between them. The other 19 advisers headquartered in the state are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Nebraska?

CWM, with $50.6B in regulatory assets under management on its latest Form ADV. The next largest are Bridges Investment Management ($11.3B) and Avior Wealth Management ($6.46B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Nebraska?

The median firm manages $431M in regulatory assets. That is the midpoint of the 50 firms headquartered in Nebraska.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Nebraska charge?

Of the 10 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Nebraska?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the state and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters state.

Source: Niva directory methodology

Nebraska has 50 financial advisor firms; see every adviser in the state →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Nebraska

Top financial advisor firms by city in Nebraska