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
Clark Spengler Bellin
Registered Affiliation(s):BELLWETHER WEALTH
Lori Ann Moss
Registered Affiliation(s):D.A. DAVIDSON & CO.
Leaann Michalle Moore
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
Alan Carl Johnson
Registered Affiliation(s):BUCKINGHAM STRATEGIC WEALTH, LLC
Russell Lee Kaplan
Registered Affiliation(s):BFC PLANNING, INC.
Steven Edward Lang
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Todd William Peterson
Registered Affiliation(s):D.A. DAVIDSON & CO.
Bradley Gene Brodersen
Registered Affiliation(s):EAGLE STRATEGIES LLC
Scott Joseph Howerter
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Dustin Joseph Addison
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
John C Geist
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Glenna Rae Bohling
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Shannon London Smith
Registered Affiliation(s):ALLSTATE FINANCIAL ADVISORS, LLC
Brett Alan Bayer
Registered Affiliation(s):LPL FINANCIAL LLC
Deidre Dawn Cadwell
Registered Affiliation(s):AMERITAS ADVISORY SERVICES, LLC
Julie K Hash
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Gale Ann Pokorny
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Sherri Arleen Ottersberg
Registered Affiliation(s):EDWARD JONES
Julie Marie Clark
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Douglas Michael Kuszak
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Tyler William Mainquist
Registered Affiliation(s):AMERITAS ADVISORY SERVICES, LLC
Jay Keith Svehla
Registered Affiliation(s):LPL FINANCIAL LLC
Shannon Renee Berry
Registered Affiliation(s):AMERITAS ADVISORY SERVICES, LLC
Todd Anthony Niemann
Registered Affiliation(s):ALLSTATE FINANCIAL ADVISORS, 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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