Top 10 financial advisor firms in Omaha

30 SEC-registered financial advisor firms are headquartered in Omaha, NE, with $86.2B 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).

30
Financial advisor firms: $86.2B
Their combined AUM: $413M
Median firm AUM: 66,321
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
Private Wealth Asset Management
RIA
$2.52B
0.40% to 1.20% a year
6
WealthPlan Investment Management
RIA
$2.19B
Regulatory AUM
7
Wealthplan Partners
RIA
$1.12B
Up to 2.00% a year
8
Stevens Capital Partners
RIA
$810M
Regulatory AUM
9
Cambridge Advisors
RIA
$694M
Regulatory AUM
10
Westchester Capital Management
RIA
$691M
0.35% to 1.00% 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

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. 6 · 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. 7 · 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. 8 · RIA

Stevens Capital Partners

Stevens Capital Partners is an investment adviser based in Omaha, NE, registered with the SEC since 2022. 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 $810 million, as filed on 20 July 2026.

Regulatory AUM: $810M
Clients: 681
Advisory staff: 10
Founded: 2021
Custodians: Fidelity, Charles Schwab
Headquarters: 15514 Spaulding Plaza, Suite D02, Omaha, NE 68116
Phone: 402-251-5800
Website: stevenscapitalpartners.com

No. 9 · RIA

Cambridge Advisors

Cambridge Advisors is an investment adviser based in Omaha, NE, registered with the SEC since 1990. It provides financial planning and investment management. Its clients include charitable organizations, high-net-worth individuals and individual clients. Its regulatory assets under management total $694 million, as filed on 19 March 2026.

Regulatory AUM: $694M
Clients: 287
Advisory staff: 6
Custodians: Charles Schwab
Headquarters: 17330 Wright Street, Suite 205, Omaha, NE 68130
Phone: 402-697-1166
Website: cambridgeadvisors.net

No. 10 · RIA

Westchester Capital Management

Westchester Capital Management is an investment adviser based in Omaha, NE, registered with the SEC since 1986. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $691 million, as filed on 25 September 2026.

Westchester Capital Management charges 0.35%–1.00% a year for its Investment advisory services.

Regulatory AUM: $691M
Clients: 469
Advisory staff: 3
Founded: 1987
Fee schedule: 0.35% to 1.00% a year
Minimum account: $100,000
Custodians: Charles Schwab
Headquarters: 801 North 96th St, Omaha, NE 68114-2538
Phone: 402-392-2418
Website: westchestercapital.com

Questions about financial advisors in Omaha

How many financial advisor firms are headquartered in Omaha?

30 SEC-registered financial advisor firms report their principal office in Omaha, NE, managing $86.2B in regulatory assets between them. The other 14 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 Omaha?

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 Omaha?

The median firm manages $413M in regulatory assets. That is the midpoint of the 30 firms headquartered in Omaha.

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

How much do financial advisors in Omaha charge?

Of the 10 largest firms, 7 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 Omaha?

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

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