Top 9 financial advisor firms in Lincoln

9 SEC-registered financial advisor firms are headquartered in Lincoln, NE, with $6.41B in combined regulatory assets under management. The largest by assets are Pittenger & Anderson ($3.03B), Lincoln Capital ($845M) and Bellwether Advisors ($784M).

9
Financial advisor firms: $6.41B
Their combined AUM: $434M
Median firm AUM: 4,920
Clients of the top 9

The 9 largest by assets

1
Pittenger & Anderson
RIA
$3.03B
0.38% to 1.00% a year
2
Lincoln Capital
RIA
$845M
Up to 2.60% a year
3
Bellwether Advisors
RIA
$784M
0.38% to 1.25% a year
4
Flagstone Financial Management
RIA
$468M
Regulatory AUM
5
Plan A Wealth
RIA
$434M
Up to 1.50% a year
6
HBE Wealth Management
RIA
$277M
0.35% to 1.25% a year
7
R2 Capital Strategies
RIA
$236M
1.00% to 1.25% a year
8
Capital Consulting & Asset Management
RIA
$219M
0.90% to 1.50% a year
9
Paradigm Wealth Management
RIA
$116M
1.00% to 1.25% a year

Profiles of the top 9

No. 1 · 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. 2 · RIA

Lincoln Capital

Lincoln Capital is an investment adviser based in Lincoln, NE, registered with the SEC since 2013. 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 $845 million, as filed on 9 March 2026.

Lincoln Capital charges up to 2.60% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $845M
Clients: 1,266
Advisory staff: 4
Fee schedule: Up to 2.60% a year
Custodians: Fidelity
Headquarters: 6003 Old Cheney RD, Suite 350, Lincoln, NE 68516
Phone: 402-483-1400
Website: thelincolncapitalgroup.com

No. 3 · RIA

Bellwether Advisors

Bellwether Advisors is an investment adviser based in Lincoln, 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 $784 million, as filed on 4 September 2026.

Bellwether Advisors charges 0.375%–1.25% a year for its Asset management fee.

Regulatory AUM: $784M
Clients: 504
Advisory staff: 7
Founded: 2019
Fee schedule: 0.38% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 140 North 8th Street, Suite 210, Lincoln, NE 68058
Phone: 402-476-8844
Website: bellwetherwealth.com

No. 4 · RIA

Flagstone Financial Management

Flagstone Financial Management is an investment adviser based in Lincoln, NE, registered with the SEC since 2016. 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 $468 million, as filed on 21 April 2026.

Regulatory AUM: $468M
Clients: 353
Advisory staff: 5
Founded: 2016
Custodians: LPL Financial
Headquarters: 5801 Hidcote DR. Ste 100, Lincoln, NE 68516
Phone: 402-413-0440
Website: flagstonefm.com

No. 5 · RIA

Plan A Wealth

Plan A Wealth is an investment adviser based in Lincoln, NE, registered with the SEC since 2017. 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 $434 million, as filed on 10 March 2026.

Plan A Wealth charges up to 1.50% a year for its Asset Management.

Regulatory AUM: $434M
Clients: 658
Advisory staff: 6
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 7221 Plaza Court, Lincoln, NE 68516
Phone: 402-975-8008
Website: planawm.com

No. 6 · RIA

HBE Wealth Management

HBE Wealth Management is an investment adviser based in Lincoln, NE, registered with the SEC since 2020. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $277 million, as filed on 26 February 2026.

HBE Wealth Management charges 0.35%–1.25% a year for its Investment Management Services.

Regulatory AUM: $277M
Clients: 258
Advisory staff: 5
Founded: 2001
Fee schedule: 0.35% to 1.25% a year
Custodians: Fidelity
Headquarters: 7140 Stephanie Lane, Lincoln, NE 68516
Phone: 402-423-4343
Website: hbewealth.com

No. 7 · RIA

R2 Capital Strategies

R2 Capital Strategies is an investment adviser based in Lincoln, NE, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $236 million, as filed on 1 April 2026.

R2 Capital Strategies charges 1.00%–1.25% a year for its Asset Management Services.

Regulatory AUM: $236M
Clients: 430
Advisory staff: 3
Fee schedule: 1.00% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 6940 O Street, Suite 300, Lincoln, NE 68510
Phone: 402-489-9375
Website: r2wealth.com

No. 8 · RIA

Capital Consulting & Asset Management

Capital Consulting & Asset Management is an investment adviser based in Lincoln, NE, registered with the SEC since 1996. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $219 million, as filed on 24 March 2026.

Capital Consulting & Asset Management charges 0.90%–1.50% a year for its Investment Management Fees.

Regulatory AUM: $219M
Clients: 180
Advisory staff: 3
Founded: 1996
Fee schedule: 0.90% to 1.50% a year
Custodians: Fidelity
Headquarters: 140 N. 8th Street, 410 the Apothecary, Lincoln, NE 68508
Phone: 402-477-2500
Website: ccam.net

No. 9 · RIA

Paradigm Wealth Management

Paradigm Wealth Management is an investment adviser based in Lincoln, NE, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $116 million, as filed on 14 September 2026.

Paradigm Wealth Management charges 1.00%–1.25% a year for its Asset Management Services.

Regulatory AUM: $116M
Clients: 351
Advisory staff: 2
Fee schedule: 1.00% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 8055 O Street, Suite 122, Lincoln, NE 68510
Phone: 531-333-2728
Website: pwmlincoln.com

Questions about financial advisors in Lincoln

How many financial advisor firms are headquartered in Lincoln?

9 SEC-registered financial advisor firms report their principal office in Lincoln, NE, managing $6.41B in regulatory assets between them. The other 4 advisers headquartered in the city 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 Lincoln?

Pittenger & Anderson, with $3.03B in regulatory assets under management on its latest Form ADV. The next largest are Lincoln Capital ($845M) and Bellwether Advisors ($784M).

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

How large is a typical financial advisor firm in Lincoln?

The median firm manages $434M in regulatory assets. That is the midpoint of the 9 firms headquartered in Lincoln.

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

How much do financial advisors in Lincoln charge?

Of the 9 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.60% 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 Lincoln?

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 city 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 city.

Source: Niva directory methodology

Lincoln has 9 financial advisor firms; see every adviser in the city →

Top financial advisor firms in other Nebraska cities

Omaha30