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
Paul Alan Folkers
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Gregory Vincent Cismoski
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
Byron O Smith
Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.
Robert Dean Cook
Registered Affiliation(s):TD AMERITRADE INVESTMENT MANAGEMENT, LLC
Joseph L Potratz
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Douglas Michael Shirley
Registered Affiliation(s):TD PRIVATE CLIENT WEALTH LLC
Jeanette Susan Kenny
Registered Affiliation(s):PFS INVESTMENTS INC.
David Charles Carratt
Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.
James Edward Gunter
Registered Affiliation(s):ANCHOR CAPITAL
John D Fox
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Michael Alan Cain
Registered Affiliation(s):VOYA FINANCIAL ADVISORS, INC.
Sandra Marie Mardi
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Jeffery Bernard Paiz
Registered Affiliation(s):TD AMERITRADE INVESTMENT MANAGEMENT, LLC
Andrea Kimiko Butler
Registered Affiliation(s):SEQUENT PLANNING, LLC
Shawn Keenan Petersen
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Jeffrey James Breeling
Registered Affiliation(s):LPL FINANCIAL LLC
Roger Louis Carlon
Registered Affiliation(s):LPL FINANCIAL LLC
James Glen Schmeichel
Registered Affiliation(s):AMERITAS ADVISORY SERVICES, LLC
Alan N. Duysen
Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.
Donald E Mundy
Registered Affiliation(s):BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.
Rick Dean Dobberpuhl
Registered Affiliation(s):GENEOS WEALTH MANAGEMENT, INC.
Sammy Kent Porter
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Nicole Renee Clark
Registered Affiliation(s):MORGAN STANLEY
Chad Robert Esposito
Registered Affiliation(s):TD AMERITRADE INVESTMENT MANAGEMENT, 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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