Top 10 advisors in Omaha
We’ve curated a list of the best financial advisors in Omaha, take a look at it below
Find an advisor in Omaha| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $7,275,453,655 | 75 advisors | ||
| 2 | $4,752,659,194 | 262 advisors | ||
| 3 | $3,360,900,110 | 36 advisors | ||
| 4 | $2,899,792,229 | 29 advisors | ||
| 5 | $2,420,210,912 | 37 advisors | ||
| 6 | $2,334,630,213 | 122 advisors | ||
| 7 | $2,024,253,748 | 369 advisors | ||
| 8 | $1,917,242,591 | 13 advisors | ||
| 9 | $1,558,725,861 | 17 advisors | ||
| 10 | $869,707,596 | 26 advisors |
How we came up with this list
To generate our top financial advisors list in Omaha, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Omaha. 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. Bridges Investment Management Inc
Assets under management
$7,275,453,655
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
CONSULTING
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
2. Mutual Advisors, LLC
Assets under management
$4,752,659,194
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
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
3. Weitz Investment Management, Inc.
Assets under management
$3,360,900,110
Fee structure
A percentage of assets under your management
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)
4. Mccarthy Capital
Assets under management
$2,899,792,229
Fee structure
A percentage of assets under your management
Performance-based fees
SEE SCHEDULE D - MISCELLANEOUS
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Company Management Services
5. First National Advisers, LLC
Assets under management
$2,420,210,912
Fee structure
A percentage of assets under your management
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)
6. Avior Wealth Management, LLC
Assets under management
$2,334,630,213
Fee structure
A percentage of assets under your management
Fixed fees
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
- Not sure which one to choose?Use our smart matching tool
7. Bancwest Investment Services, Inc. (bwis)
Assets under management
$2,024,253,748
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Selection Of Wrap Fee Programs
8. Tributary Capital Management, LLC
Assets under management
$1,917,242,591
Fee structure
A percentage of assets under your management
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)
9. Lutz Financial
Assets under management
$1,558,725,861
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
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)
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
10. Wealthplan Investment Management LLC
Assets under management
$869,707,596
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
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)
Pension Consulting Services
Selection Of Other Advisers
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