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Find The Best Financial Advisors in Omaha, Nebraska

Omaha, Nebraska, home to over 485,000 people, is said to be one of the best places to have an active career and be a business starter. Living expenses are around 8% lower than the national average, giving you more money to spend as you see fit. Creating a solid financial plan to safeguard your financial future would help you take advantage of this low-cost city. If you're looking for a financial advisor, you might not need to go very far. With over 1,500 financial experts working in the Omaha area, it would be wise to connect with 1-3 professionals familiar with your financial situation and city laws. FinancialAdvisor.net helps you save time, avoid costly mistakes, and connect with top advisors in your city who can guide you on a solid path toward your financial goals.

How To Find The Best Financial Advisors in Omaha, Nebraska

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Omaha, Nebraska, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 145 non-vetted financial advisors in Omaha, Nebraska, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Omaha, 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 Omaha, Nebraska

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Michael Riedmiller

Riedmiller Wealth Management

12112 Shamrock Plaza

Omaha, NE 68154

402-904-7575

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Carson Wealth

Carson Wealth

14600 Branch Street

Omaha, NE 68154

888-829-1791

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Geoffrey Hemenway

Hemenway Financial Services

5310 S 139th Plz Ste 301

Omaha, NE 68137

402-204-4201

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Nicholas Randall

Randall Wealth Advisors, LLC

16820 Frances St., Ste 202

Omaha, NE 68130

402-709-9374

Top Financial Advisor Firms in Omaha, Nebraska (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
200 South 108th Avenue,
Omaha, NE, 68154
111514 $23,288,003,833 118672 A percentage of AUM
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)
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)
BANCWEST INVESTMENT SERVICES, INC. (BWIS)
13220 California Street, 2nd Floor
Omaha, NE, 68154-9750
29357 $2,505,370,804 10051 A percentage of AUM
TRIBUTARY CAPITAL MANAGEMENT, LLC
1620 Dodge Street, Stop 1089
Omaha, NE, 68197
112528 $2,405,694,650 723 A percentage of AUM
AVIOR WEALTH MANAGEMENT, LLC
14301 First National Bank Parkway, Suite 110
Omaha, NE, 68154
148674 $2,314,418,882 2451 A percentage of AUM, Fixed fees
CARSON GROUP INVESTING
14600 Branch St.,
Omaha, NE, 68154
291744 $2,229,548,710 16285 A percentage of AUM
LUTZ FINANCIAL
13616 California Street, Suite 200
Omaha, NE, 68154-5336
117273 $1,818,535,232 1894 A percentage of AUM, Hourly charges, Fixed fees
WEALTHPLAN PARTNERS
101 South 108 Avenue,
Omaha, NE, 68154
305026 $1,794,164,088 7891 A percentage of AUM, Hourly charges, Fixed fees
HUB INVESTMENT ADVISORS, INC
11516 Miracle Hills Dr., Suite 100
Omaha, NE, 68154
164600 $1,311,585,125 455 A percentage of AUM, Hourly charges, Fixed fees
FIRST NATIONAL ADVISERS, LLC
14010 Fnb Parkway, Stop 8121
Omaha, NE, 68154
277146 $1,069,846,852 1452 A percentage of AUM

Additional Financial Advisors in Omaha, Nebraska

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone Number
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
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
Bret Salomon
Inquire with Bret
15858 W Dodge Rd, Ste 110 Omaha, NE 68118 402-391-1512
Angelia Thomas
Inquire with Angelia
17310 Wright St, Ste 102 Omaha, NE 68130 402-697-7320
BOS Enterprises, Inc.
Inquire with BOS
6657 Sorensen Parkway, Omaha, NE 68152 402-571-8224

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