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
Jo Ann Kreitman
Registered Affiliation(s):LPL FINANCIAL LLC
Timothy Joseph Vinton
Registered Affiliation(s):MWA FINANCIAL SERVICES INC.
Brett A Shunkwiler
Registered Affiliation(s):BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.
Matthew Charles Fox
Registered Affiliation(s):BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Adam L Hayes
Registered Affiliation(s):D.A. DAVIDSON & CO.
Thomas Wayne Banderas
Registered Affiliation(s):FBL MARKETING SERVICES, LLC
Robert C Guenzel JR
Registered Affiliation(s):AMERITAS ADVISORY SERVICES, LLC
Trudy Renee Soper
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Kelly Dean Mcintosh
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Bob Jude Sledge
Registered Affiliation(s):BANCWEST INVESTMENT SERVICES, INC.
Brett Andrew Burchett
Registered Affiliation(s):SAGEPOINT FINANCIAL, INC.
Adam Eaton Letheby
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Marvin George Brinkman
Registered Affiliation(s):BELLWETHER WEALTH
Kelli Lei Stanley Smith
Registered Affiliation(s):AMERITAS INVESTMENT COMPANY, LLC
Kristine Alane Starkman
Registered Affiliation(s):AMERITAS INVESTMENT COMPANY, LLC
Scott Raymond Farmen
Registered Affiliation(s):AMERITAS ADVISORY SERVICES, LLC
James D Hix
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Jeffrey Brian Fern
Registered Affiliation(s):AMERITAS ADVISORY SERVICES, LLC
Jennifer Elaine Nichols
Registered Affiliation(s):AMERITAS ADVISORY SERVICES, LLC
Bradley John Slaughter
Registered Affiliation(s):PIPER SANDLER & CO.
Matthew Terence Walsh
Registered Affiliation(s):ALLSTATE FINANCIAL ADVISORS, LLC
Dustin David Otradovsky
Registered Affiliation(s):AMERITAS INVESTMENT PARTNERS, INC.
Joyce Louise Sherwood
Registered Affiliation(s):AMERITAS INVESTMENT COMPANY, LLC
Ricky Lee Self
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
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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