Top 6 financial advisors in Lincoln, NE
We’ve curated a list of the best financial advisors in Lincoln, take a look at it below
Find an advisor in Lincoln| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $3,524,536,283 | 3 advisors | ||
| 2 | $2,479,436,893 | 14 advisors | ||
| 3 | $557,234,081 | 10 advisors | ||
| 4 | $454,674,905 | 7 advisors | ||
| 5 | $265,932,235 | 8 advisors | ||
| 6 | $165,500,701 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in Lincoln, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lincoln. 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.
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)
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
Lincoln Capital, LLC
Lincoln Capital, LLC is a financial advisory firm based in Lincoln, Nebraska. It currently has approximately $557,234,081 of assets under management and employs about 10 people. Lincoln Capital, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$557,234,081
Headcount
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-78526
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Bellwether Wealth
Bellwether Wealth is a financial advisory firm based in Lincoln, Nebraska. It currently has approximately $454,674,905 of assets under management and employs about 7 people. Bellwether Wealth uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$454,674,905
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-114600
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
R2 Wealth Management Partners
R2 Wealth Management Partners is a financial advisory firm based in Lincoln, Nebraska. It currently has approximately $265,932,235 of assets under management and employs about 8 people. R2 Wealth Management Partners uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$265,932,235
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-114893
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Capital Consulting & Asset Management
Capital Consulting & Asset Management is a financial advisory firm based in Lincoln, Nebraska. It currently has approximately $165,500,701 of assets under management and employs about 6 people. Capital Consulting & Asset Management uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$165,500,701
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-52357
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
Your first meeting is free.