Top 10 financial advisors in Nebraska
We’ve curated a list of the best financial advisors in Nebraska, take a look at it below
Find an advisor in Nebraska| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $7,275,453,655 | 75 advisors | ||
| 2 | $4,752,659,194 | 262 advisors | ||
| 3 | $3,524,536,283 | 3 advisors | ||
| 4 | $3,360,900,110 | 36 advisors | ||
| 5 | $2,899,792,229 | 29 advisors | ||
| 6 | $2,479,436,893 | 14 advisors | ||
| 7 | $2,420,210,912 | 37 advisors | ||
| 8 | $2,334,630,213 | 122 advisors | ||
| 9 | $2,024,253,748 | 369 advisors | ||
| 10 | $1,917,242,591 | 13 advisors |
How we came up with this list
To generate our top financial advisors list in Nebraska, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Nebraska. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Bridges Investment Management Inc
Bridges Investment Management Inc is a financial advisory firm based in Omaha, Nebraska. It currently has approximately $7,275,453,655 of assets under management and employs about 75 people. Bridges Investment Management Inc uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and consulting.
Assets under management
$7,275,453,655
Headcount
75 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
CONSULTING
SEC number
801-57056
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Securities Research Services
Mutual Advisors, LLC
Mutual Advisors, LLC is a financial advisory firm based in Omaha, Nebraska. It currently has approximately $4,752,659,194 of assets under management and employs about 262 people. Mutual Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$4,752,659,194
Headcount
262 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-78089
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Hourly Consulting
Whitetail Rock Capital Management, LLC
Whitetail Rock Capital Management, LLC is a financial advisory firm based in Lincoln, Nebraska. It currently has approximately $3,524,536,283 of assets under management and employs about 3 people. Whitetail Rock Capital Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$3,524,536,283
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-72219
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Weitz Investment Management, Inc.
Weitz Investment Management, Inc. is a financial advisory firm based in Omaha, Nebraska. It currently has approximately $3,360,900,110 of assets under management and employs about 36 people. Weitz Investment Management, Inc. uses a fee structure of and a percentage of assets under your management.
Assets under management
$3,360,900,110
Headcount
36 advisors
Fee structure
A percentage of assets under your management
SEC number
801-18819
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Mccarthy Capital
Mccarthy Capital is a financial advisory firm based in Omaha, Nebraska. It currently has approximately $2,899,792,229 of assets under management and employs about 29 people. Mccarthy Capital uses a fee structure of a percentage of assets under your management, performance-based fees and see schedule d - miscellaneous.
Assets under management
$2,899,792,229
Headcount
29 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEE SCHEDULE D - MISCELLANEOUS
SEC number
801-72709
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Company Management Services
Pittenger & Anderson Inc
Pittenger & Anderson Inc is a financial advisory firm based in Lincoln, Nebraska. It currently has approximately $2,479,436,893 of assets under management and employs about 14 people. Pittenger & Anderson Inc uses a fee structure of a percentage of assets under your management and flat fee for financial plans for non-aum client.
Assets under management
$2,479,436,893
Headcount
14 advisors
Fee structure
A percentage of assets under your management
FLAT FEE FOR FINANCIAL PLANS FOR NON-AUM CLIENT
SEC number
801-49107
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
First National Advisers, LLC
First National Advisers, LLC is a financial advisory firm based in Omaha, Nebraska. It currently has approximately $2,420,210,912 of assets under management and employs about 37 people. First National Advisers, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$2,420,210,912
Headcount
37 advisors
Fee structure
A percentage of assets under your management
SEC number
801-103473
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Avior Wealth Management, LLC
Avior Wealth Management, LLC is a financial advisory firm based in Omaha, Nebraska. It currently has approximately $2,334,630,213 of assets under management and employs about 122 people. Avior Wealth Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$2,334,630,213
Headcount
122 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-69773
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Investment Consulting
Bancwest Investment Services, Inc. (bwis)
Bancwest Investment Services, Inc. (bwis) is a financial advisory firm based in Omaha, Nebraska. It currently has approximately $2,024,253,748 of assets under management and employs about 369 people. Bancwest Investment Services, Inc. (bwis) uses a fee structure of and a percentage of assets under your management.
Assets under management
$2,024,253,748
Headcount
369 advisors
Fee structure
A percentage of assets under your management
SEC number
801-71300
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Selection Of Wrap Fee Programs
- Not sure which one to choose?Use our smart matching tool
Tributary Capital Management, LLC
Tributary Capital Management, LLC is a financial advisory firm based in Omaha, Nebraska. It currently has approximately $1,917,242,591 of assets under management and employs about 13 people. Tributary Capital Management, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$1,917,242,591
Headcount
13 advisors
Fee structure
A percentage of assets under your management
SEC number
801-60282
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.