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
Debra Jo Schleining
Registered Affiliation(s):MCDERMOTT INVESTMENT SERVICES, LLC
Justin Clark Pekny
Registered Affiliation(s):TD AMERITRADE, INC.
Kara Marie Beam
Registered Affiliation(s):TD AMERITRADE, INC.
Matthew Charles Daly
Registered Affiliation(s):TD AMERITRADE, INC.
Jeffrey Lynn Anderson
Registered Affiliation(s):TD AMERITRADE, INC.
Christopher Paul Zuerlein
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Alissa Jill Merrick
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Daniela Pinto Villanueva
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Sean Andrew Coffey
Registered Affiliation(s):D.A. DAVIDSON & CO.
David Allen Perkins
Registered Affiliation(s):IRONVINE CAPITAL PARTNERS, LLC
Richard Bert Reed
Registered Affiliation(s):SEQUENT PLANNING, LLC
Josh Thomas Mechals
Registered Affiliation(s):AXOS CLEARING LLC
John J Depratti
Registered Affiliation(s):PRUCO SECURITIES, LLC.
Ernesto Enrique Gordon
Registered Affiliation(s):WEITZ SECURITIES, INC.
Justin Slade Anderson
Registered Affiliation(s):CAMBRIDGE ADVISORS INC
David Michael Lucks
Registered Affiliation(s):PACIFIC SELECT DISTRIBUTORS, LLC
Rocky Perez
Registered Affiliation(s):PACIFIC SELECT DISTRIBUTORS, LLC
Harold Gerard Chaffee
Registered Affiliation(s):SECURITIES AMERICA, INC.
Sandra Ann Budny
Registered Affiliation(s):LPL FINANCIAL LLC
Jay Allen Spearman
Registered Affiliation(s):NORTHLAND SECURITIES, INC.
Karen Lois Wichman
Registered Affiliation(s):U.S. BANCORP INVESTMENTS, INC.
Sherry Rene Leriger
Registered Affiliation(s):FBL MARKETING SERVICES, LLC
Carrie Malonee Mcintosh
Registered Affiliation(s):NYLIFE SECURITIES LLC
John T Dippel
Registered Affiliation(s):CHARLES SCHWAB & CO., 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.
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