Top RIA Firms in Nebraska (2026)

    40 SEC-registered investment advisory firms headquartered in Nebraska — a combined $244.6B in assets under management, led by Orion Portfolio Solutions, LLC in Omaha. Ranked by regulatory AUM from SEC Form ADV filings, as of 2026-07-06.

    Orion Portfolio Solutions, LLC
    Omaha
    AUM $64.8B · 276,041 accounts
    Cwm, LLC
    Omaha
    AUM $50.6B · 154,206 accounts
    Ameritas Investment Partners, Inc.
    Lincoln
    AUM $29B · 2,515 accounts
    Ameritas Advisory Services, LLC
    Lincoln
    AUM $13.7B · 45,299 accounts
    Bridges Investment Management Inc
    Omaha
    AUM $11.3B · 3,175 accounts
    Mutual Advisors, LLC
    Omaha
    AUM $8.5B · 26,800 accounts
    Weitz Investment Management, Inc.
    Omaha
    AUM $8.1B · 22 accounts
    First National Advisers, LLC
    Omaha
    AUM $7.4B · 3,823 accounts
    Avior Wealth Management, LLC
    Omaha
    AUM $6.5B · 4,894 accounts
    M-One Capital
    Omaha
    AUM $3.8B · 11 accounts
    Wealth Management
    Norfolk
    AUM $3.7B · 4,751 accounts
    Whitetail Rock Capital Management, LLC
    Lincoln
    AUM $3.3B · 9 accounts
    Lutz Financial
    Omaha
    AUM $3.2B · 2,689 accounts
    Pittenger & Anderson Inc
    Lincoln
    AUM $3B · 2,261 accounts
    Private Wealth Asset Management
    Omaha
    AUM $2.5B · 2,268 accounts
    Prodigy Asset Management LLC
    Omaha
    AUM $2.4B · 282 accounts
    Wealthplan Investment Management LLC
    Omaha
    AUM $2.2B · 5,313 accounts
    Hub Investment Advisors, Inc
    Omaha
    AUM $2.1B · 529 accounts
    Carson Group Investing
    Omaha
    AUM $2B · 15,122 accounts
    Tributary Capital Management, LLC
    Omaha
    AUM $1.9B · 840 accounts
    Allen Capital Group, LLC
    Grand Island
    AUM $1.5B · 7,162 accounts
    Ironvine Capital Partners, LLC
    Omaha
    AUM $1.1B · 533 accounts
    Wealthplan Partners
    Omaha
    AUM $1.1B · 3,681 accounts
    McMill CPA and Advisors
    Norfolk
    AUM $862M · 5,656 accounts
    Lincoln Capital, LLC
    Lincoln
    AUM $845M · 1,266 accounts
    Bellwether Wealth
    Lincoln
    AUM $784M · 1,461 accounts
    Professional Financial Advisors, LLC
    North Platte
    AUM $770M · 3,345 accounts
    The Magnolia Group, LLC
    Omaha
    AUM $711M · 2 accounts
    Cambridge Advisors Inc
    Omaha
    AUM $694M · 826 accounts
    America First Investment Advisors LLC
    Omaha
    AUM $665M · 622 accounts
    Smart Wealth, LLC
    Omaha
    AUM $632M · 3,660 accounts
    Stevens Capital Partners
    Omaha
    AUM $601M · 2,137 accounts
    Sequent Planning, LLC
    Omaha
    AUM $589M · 6,015 accounts
    Prairie Wealth Advisors, Inc.
    Omaha
    AUM $558M · 389 accounts
    Westchester Capital Management Inc
    Omaha
    AUM $556M · 657 accounts
    Oldfather Financial Services
    Kearney
    AUM $556M · 1,231 accounts
    Arkfeld Wealth Strategies, L.L.C.
    Omaha
    AUM $538M · 2,204 accounts
    Flagstone Financial Management, LLC
    Lincoln
    AUM $468M · 353 accounts
    Oldfather Financial Services LLC
    Kearney
    AUM $459M · 1,125 accounts
    First Nebraska Financial Services
    North Platte
    AUM $458M · 976 accounts

    How many RIA firms are in this Nebraska directory?

    This directory covers the 40 largest SEC-registered investment advisory firms headquartered in Nebraska, ranked by regulatory assets under management from SEC Form ADV filings.

    What is the largest RIA firm in Nebraska?

    By regulatory assets under management, the largest firm in this Nebraska directory is Orion Portfolio Solutions, LLC, headquartered in Omaha, with approximately $64.8B in AUM.

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