Top Financial Advisors in Lincoln, Nebraska
Finding the right financial advisor in Lincoln is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Lincoln, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Lincoln, NE.
Find the Best Financial Advisor Firms in Lincoln:
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245
Address: 5900 O Street, Lincoln, NE 68510
Clients: 23,185
Average Clients per Advisor: 43
AUM: $ 8.5B
PITTENGER & ANDERSON INC
CRD#: 111033
Address: 5533 S. 27th Street Suite 201, Lincoln, NE 68512
Clients: 499
Average Clients per Advisor: 38
AUM: $ 2.3B
LINCOLN CAPITAL, LLC
CRD#: 168307
Address: 6003 Old Cheney Rd Suite 350, Lincoln, NE 68516
Clients: 288
Average Clients per Advisor: 57
AUM: $ 540M
BELLWETHER WEALTH
CRD#: 300012
Address: 140 North 8th Street Suite 210, Lincoln, NE 68058
Clients: 279
Average Clients per Advisor: 93
AUM: $ 455M
R2 WEALTH MANAGEMENT PARTNERS
CRD#: 282055
Address: 8101 O Street Suite 301, Lincoln, NE 68510
Clients: 644
Average Clients per Advisor: 128
AUM: $ 283M
CAPITAL CONSULTING & ASSET MANAGEMENT
CRD#: 41438
Address: 140 N. 8th Street 410 The Apothecary, Lincoln, NE 68508
Clients: 101
Average Clients per Advisor: 50
AUM: $ 266M
How We Chose the Top Financial Advisors in Lincoln, Nebraska
To create this list of top financial advisor firms in Lincoln, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Lincoln has to offer.
Search Financial Advisors in Lincoln, Nebraska
Lee Lappin Mcelroy
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
Roger James Mathews
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
Paula Sue Denton
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
Tonya Kay Montanez
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
Gregory Allen Berstler
Registered Affiliation(s):BLUE CAPITAL
Brett Robert Stauffer
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Mark Daniel Dolton
Registered Affiliation(s):D.A. DAVIDSON & CO.
Theodore J Kinkaid
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Justin Michael Reineke
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Jim Christian Davis
Registered Affiliation(s):AMERITAS INVESTMENT COMPANY, LLC
Andrew William Pool
Registered Affiliation(s):R2 WEALTH MANAGEMENT PARTNERS
Shannon Melissa Linder
Registered Affiliation(s):THE COLONY GROUP, LLC
Bradley Dean Ewerth
Registered Affiliation(s):P23 FINANCIAL, INC
Andrew Eric Waite
Registered Affiliation(s):BUCKINGHAM STRATEGIC WEALTH, LLC
Scott Kennedy Sullivan
Registered Affiliation(s):MUTUAL OF OMAHA INVESTOR SERVICES, INC.
Andrew Bernard Gunning
Registered Affiliation(s):AMERITAS INVESTMENT COMPANY, LLC
Forrest Rexford Wilson
Registered Affiliation(s):AMERITAS INVESTMENT COMPANY, LLC
Tina Jean Udell
Registered Affiliation(s):AMERITAS INVESTMENT PARTNERS, INC.
Linda D Thraen
Registered Affiliation(s):AMERITAS ADVISORY SERVICES, LLC
Dustin Ray Schlegel
Registered Affiliation(s):AMERITAS ADVISORY SERVICES, LLC
Kenneth John Torczon
Registered Affiliation(s):AMERITAS ADVISORY SERVICES, LLC
Eric D Baumert
Registered Affiliation(s):MUTUAL OF OMAHA INVESTOR SERVICES, INC.
William Stamaton
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
Daniel Joseph Mattingly
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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