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Find Best Financial Advisors in Omaha, Nebraska

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

How To Find Best Financial Advisors & Planners in Omaha?

Looking for a qualified financial advisor in Omaha? We can help you by narrowing down your options & listing the best financial advisors in Omaha as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Omaha near you with the list of certified and vetted Omaha financial advisors.

List of Qualified Financial Advisors in Omaha, Nebraska

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Christopher Ziola

Edelman Financial Engines, LLC

541 North 155th Plaza

Omaha, NE 68154

402-506-9241

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Atchison Wealth Team

SageSpring Wealth Partners

15808 West Dodge Rd. Suite 103

Omaha, NE 68118

402-505-7700

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Jeffrey Casey

SageSpring Wealth Partners

15808 West Dodge Rd. Suite 103

Omaha, NE 68118

402-932-4949

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Michael Haman

37 Wealth

8025 Eiger Dr, Ste. 100

Lincoln, NE 68516

402-480-7189

Top Financial Advisor Firms in Nebraska (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
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)
BANCWEST INVESTMENT SERVICES, INC. (BWIS)
13220 California Street, 2nd Floor Omaha, NE 68154-9750
29357 $2,505,370,804 10051 A percentage of AUM
IRONVINE CAPITAL PARTNERS, LLC
9290 W. Dodge Rd; Ste 203, Omaha, NE 68114
168892 $1,021,571,034 279 A percentage of AUM
AMERICA FIRST INVESTMENT ADVISORS LLC
10050 Regency Circle, Suite 515, Omaha, NE 68114-3721
106984 $463,616,637 546 A percentage of AUM
SEQUENT PLANNING, LLC
8420 West Dodge Road, Suite 110 Omaha, NE 68114
160381 $350,356,731 3103 A percentage of AUM
Hourly charges
Fixed fees
ARKFELD WEALTH STRATEGIES, L.L.C.
3512 N. 163rd Plaza, Omaha, NE 68116
293175 $309,356,500 1483 A percentage of AUM
Hourly charges
Fixed fees
RED CEDAR CAPITAL, LLC
8748 Fredrick Street, Omaha, NE 68124
141642 $228,126,594 83 A percentage of AUM
Fixed fees
NABITY-JENSEN INVESTMENT MANAGEMENT, INC.
9802 Nicholas Street, Suite 105 Omaha, NE 68114
128455 $200,565,157 213 A percentage of AUM
Hourly charges
Fixed fees
PURPOSEFUL WEALTH
15514 Spaulding Plaza, Suite D02 Omaha, NE 68116
317517 $180,325,391 746 A percentage of AUM
BAZIS PRIVATE WEALTH, LLC
14301 Fnb Parkway, Ste. 100 Omaha, NE 68154
148605 $177,222,252 514 A percentage of AUM
Hourly charges
Fixed fees
HILEY HUNT WEALTH MANAGEMENT, INC.
9850 Nicholas Street, Suite 315 Omaha, NE 68114
164942 $164,832,127 707 A percentage of AUM
Hourly charges
Fixed fees
KEYSTONE FINANCIAL SERVICES, LLC
9802 Nicholas Street, Suite 315 Omaha, NE 68114
308397 $130,553,059 1127 A percentage of AUM
Fixed fees
IAMS WEALTH MANAGEMENT, LLC
14507 California Street, Omaha, NE 68154
286085 $122,605,609 1202 A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR FEES FROM OTHER INVESTMENT ADVISERS)
WALNUT PRIVATE EQUITY PARTNERS, LLC
111 S. 108th Ave., Omaha, NE 68154
168840 $111,746,243 2 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in Nebraska

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone 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

Select other cities around Nebraska to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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