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Find The Best Financial Advisors in Nebraska
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How To Find The Best Financial Advisors in Nebraska
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Nebraska, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 452 non-vetted financial advisors in Nebraska, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Nebraska have an average of 15 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Nebraska
402-339-4040
Top Financial Advisor Firms in Nebraska (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| SECURITIES AMERICA ADVISORS, INC. 12325 Port Grace Blvd., La Vista, NE, 68128-8204 | 110518 | $45,429,324,282 | 211800 | A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR/REFERRAL FEES) |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC 200 South 108th Avenue, Omaha, NE, 68154 | 111514 | $23,288,003,833 | 118672 | A percentage of AUM |
| AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street, Lincoln, NE, 68505-3402 | 109381 | $23,088,801,137 | 1640 | A percentage of AUM, Fixed fees, Other (VARIOUS MORTGAGE LOAN, BRIDGE LOAN AND REAL ESTATE FEES) |
| CWM, LLC 14600 Branch St., Omaha, NE, 68154 | 155344 | $18,849,130,646 | 91568 | A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEES FROM OTHER INVESTMENT ADVISORS) |
| ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St, Omaha, NE, 68130 | 125446 | $14,194,829,219 | 81242 | A percentage of AUM, Fixed fees, Other (ADMINISTRATIVE FEES) |
| AMERITAS ADVISORY SERVICES, LLC 5900 O Street, Lincoln, NE, 68510 | 317245 | $9,451,450,525 | 32295 | A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEES) |
| ARBOR POINT ADVISORS 12325 Port Grace Blvd., Lavista, NE, 68128 | 165127 | $9,133,185,913 | 39792 | A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR/REFERRAL FEES) |
| BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154 | 108028 | $8,736,963,182 | 2085 | A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING) |
| WEITZ INVESTMENT MANAGEMENT, INC. 1125 South 103rd Street, Suite 200 Omaha, NE, 68124-1071 | 105088 | $3,891,834,482 | 25 | A percentage of AUM |
| PRODIGY ASSET MANAGEMENT LLC 13710 Fnb Parkway, Suite 205, Omaha, NE, 68154 | 106457 | $3,654,148,109 | 265 | A percentage of AUM |
| MCCARTHY CAPITAL 1601 Dodge Street, Suite 3800 Omaha, NE, 68102 | 158782 | $2,888,012,376 | 9 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| WHITETAIL ROCK CAPITAL MANAGEMENT, LLC 121 South 13th Street, Suite 100 Lincoln, NE, 68508-1911 | 156675 | $2,603,692,162 | 9 | A percentage of AUM, Performance Based |
| BANCWEST INVESTMENT SERVICES, INC. (BWIS) 13220 California Street, 2nd Floor Omaha, NE, 68154-9750 | 29357 | $2,505,370,804 | 10051 | A percentage of AUM |
| WEALTH MANAGEMENT 125 South 4th Street, Norfolk, NE, 68701 | 137080 | $2,457,115,606 | 3127 | A percentage of AUM, Hourly charges, Fixed fees |
| PITTENGER & ANDERSON INC 5533 S. 27th Street, Suite 201 Lincoln, NE, 68512 | 111033 | $2,423,729,077 | 1701 | A percentage of AUM, Other (FLAT FEE FOR FINANCIAL PLANS FOR NON-AUM CLIENT) |
Additional Financial Advisors in Nebraska
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| American IRA Advisor Inquire with American | 630 N. D Street, Fremont, NE 68025 | 402-727-4845 |
| Andrew Rehmann Inquire with Andrew | 13625 California St, Ste 400 Omaha, NE 68154 | 402-399-6158 |
| Al Zach Inquire with Al | 13625 California St, Ste 400 Omaha, NE 68154 | 402-399-6307 |
| Beau Robinson Inquire with Beau | 13625 California St, Ste 400 Omaha, NE 68154 | 402-548-3438 |
| Amy E Riggs Inquire with Amy | 13625 California St, Ste 400 Omaha, NE 68154 | 402-399-6143 |
| Brian Heese Inquire with Brian | 3201 Pioneers Blvd, Ste 224 Lincoln, NE 68502 | 402-421-6672 |
| Barney Financial Services Inquire with Barney | 5508 Avenue N, Kearney, NE 68847 | 308-237-9167 |
| Bradley Hess Inquire with Bradley | 13625 California St, Ste 400 Omaha, NE 68154 | 402-399-1578 |
| Aron D. Huddleston Inquire with Aron | 13625 California St, Ste 400 Omaha, NE 68154 | 402-399-6190 |
| Andrew Robinson Inquire with Andrew | 13625 California St, Ste 400 Omaha, NE 68154 | 402-399-6151 |
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