Top Financial Advisors in Omaha, Nebraska
Finding the right financial advisor in Omaha 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 Omaha, 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 Omaha, NE.
Find the Best Financial Advisor Firms in Omaha:
CWM, LLC
CRD#: 155344
Address: 14600 Branch St., Omaha, NE 68154
Clients: 29,891
Average Clients per Advisor: 84
AUM: $ 19.9B
BRIDGES INVESTMENT MANAGEMENT INC
CRD#: 108028
Address: 13333 California St Suite 500, Omaha, NE 68154
Clients: 782
Average Clients per Advisor: 34
AUM: $ 7.5B
AVIOR WEALTH MANAGEMENT, LLC
CRD#: 148674
Address: 14301 First National Bank Parkway Suite 110, Omaha, NE 68154
Clients: 1,822
Average Clients per Advisor: 21
AUM: $ 2.4B
LUTZ FINANCIAL
CRD#: 117273
Address: 13616 California Street Suite 200, Omaha, NE 68154-5336
Clients: 328
Average Clients per Advisor: 32
AUM: $ 1.7B
WEALTHPLAN PARTNERS
CRD#: 305026
Address: 101 South 108 Avenue, Omaha, NE 68154
Clients: 3,306
Average Clients per Advisor: 114
AUM: $ 1.6B
HUB INVESTMENT ADVISORS, INC
CRD#: 164600
Address: 11516 Miracle Hills Dr. Suite 100, Omaha, NE 68154
Clients: 50
Average Clients per Advisor: 8
AUM: $ 1.3B
How We Chose the Top Financial Advisors in Omaha, Nebraska
To create this list of top financial advisor firms in Omaha, 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 Omaha has to offer.
Search Financial Advisors in Omaha, Nebraska
John Matthew Halweg
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Patrick Gerard Regan
Registered Affiliation(s):D.A. DAVIDSON & CO.
Catherine Lynn Haldeman
Registered Affiliation(s):PFS INVESTMENTS INC.
Brad Delmer Losson
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Eric Troy Salz
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Damian Anthony Kennedy
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Leona Bess Mitchell
Registered Affiliation(s):MORGAN STANLEY
George T Specht
Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC
Jeffrey Dale Honaker
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Michelle Hattam
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Steven Paul Hendrickson
Registered Affiliation(s):MORGAN STANLEY
Deborah Lynn Koch
Registered Affiliation(s):OSAIC WEALTH, INC.
Dale Keith Mitchell
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Traci Marie Sunde
Registered Affiliation(s):TD AMERITRADE INVESTMENT MANAGEMENT, LLC
Rojeanne Adair Tamborini
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Richard Dene Vonderlage
Registered Affiliation(s):SECURIAN FINANCIAL SERVICES, INC.
Gary Lue Wanamaker
Registered Affiliation(s):THRIVENT ADVISOR NETWORK, LLC
Byron Keith Mcfarland
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Stephen Frederick Kuehl
Registered Affiliation(s):D.A. DAVIDSON & CO.
Michael Leroy Green
Registered Affiliation(s):EVERGREEN CAPITAL MANAGEMENT INC
Cari Beth Brown
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Denise A Shirley
Registered Affiliation(s):D.A. DAVIDSON & CO.
Nichol Elizabeth Rogers
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Jason Barclay Smith
Registered Affiliation(s):OSAIC WEALTH, INC.
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
