Top 6 advisors in Lincoln
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.
1. Whitetail Rock Capital Management, LLC
Assets under management
$3,524,536,283
Fee structure
A percentage of assets under your management
Performance-based fees
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)
2. Pittenger & Anderson Inc
Assets under management
$2,479,436,893
Fee structure
A percentage of assets under your management
FLAT FEE FOR FINANCIAL PLANS FOR NON-AUM CLIENT
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
3. Lincoln Capital, LLC
Assets under management
$557,234,081
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
4. Bellwether Wealth
Assets under management
$454,674,905
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
5. R2 Wealth Management Partners
Assets under management
$265,932,235
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
6. Capital Consulting & Asset Management
Assets under management
$165,500,701
Fee structure
A percentage of assets under your management
Hourly charges
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.