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.
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 3 vetted financial advisors and 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 9 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St, Omaha, NE, 68130 | 107975 | $53,283,016,878 | 176366 | A Percentage of AUM, Fixed Fees, Performance Based |
CWM, LLC 14600 Branch St., Omaha, NE, 68154 | 155344 | $19,943,561,186 | 96956 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR FEES FROM OTHER INVESTMENT ADVISORS) |
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154 | 108028 | $7,549,835,558 | 2277 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (CONSULTING) |
MUTUAL ADVISORS, LLC 9140 W Dodge Road, Suite 230 Omaha, NE, 68114 | 167658 | $5,305,999,278 | 20842 | A Percentage of AUM, Hourly charges, Fixed Fees |
WEITZ INVESTMENT MANAGEMENT, INC. 1125 South 103rd Street, Suite 200 Omaha, NE, 68124-1071 | 105088 | $3,604,320,081 | 24 | A Percentage of AUM |
PRODIGY ASSET MANAGEMENT LLC 13710 Fnb Parkway, Suite 205, Omaha, NE, 68154 | 106457 | $3,393,279,476 | 264 | A Percentage of AUM |
MCCARTHY CAPITAL 1601 Dodge Street, Suite 3800 Omaha, NE, 68102 | 158782 | $2,899,792,229 | 10 | A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
AVIOR WEALTH MANAGEMENT, LLC 14301 First National Bank Parkway, Suite 110 Omaha, NE, 68154 | 148674 | $2,422,058,927 | 3166 | A Percentage of AUM, Fixed Fees |
FIRST NATIONAL ADVISERS, LLC 14010 Fnb Parkway, Suite 200 Omaha, NE, 68154 | 277146 | $2,420,210,912 | 1794 | A Percentage of AUM |
CARSON GROUP INVESTING 14600 Branch St., Omaha, NE, 68154 | 291744 | $2,261,457,754 | 12155 | A Percentage of AUM |
TRIBUTARY CAPITAL MANAGEMENT, LLC 1620 Dodge Street, Stop 1089 Omaha, NE, 68197 | 112528 | $1,917,242,591 | 748 | A Percentage of AUM |
LUTZ FINANCIAL 13616 California Street, Suite 200 Omaha, NE, 68154-5336 | 117273 | $1,731,482,313 | 2004 | A Percentage of AUM, Hourly charges, Fixed Fees |
WEALTHPLAN PARTNERS 101 South 108 Avenue, Omaha, NE, 68154 | 305026 | $1,619,950,649 | 6661 | A Percentage of AUM, Hourly charges, Fixed Fees |
HUB INVESTMENT ADVISORS, INC 11516 Miracle Hills Dr., Suite 100 Omaha, NE, 68154 | 164600 | $1,315,093,006 | 500 | A Percentage of AUM, Hourly charges, Fixed Fees |
WEALTHPLAN INVESTMENT MANAGEMENT LLC 101 S 108th Ave, 3rd Floor Omaha, NE, 68154 | 311364 | $869,707,596 | 1096 | A Percentage of AUM, Hourly charges, Fixed Fees |
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