Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Omaha is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Omaha & pick the one as per your needs
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 2 vetted financial advisors and 42 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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