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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 2 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.

List of Qualified Financial Advisors in Omaha, Nebraska

advisor-photo

Geoffrey Hemenway

Hemenway Financial Services

402-204-4201

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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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