AdvisorCensus / Financial advisors / Nebraska / Omaha, NE / Branch offices
Advisory firms with an office in Omaha, NE, headquartered elsewhere
61 investment advisory firms with a principal office outside the Omaha, NE metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Acrylic Financial, Inc. | Elkhorn, NE | Fountain Hills, AZ | SEC-registered investment adviser |
| Advisornet Wealth Partners | Omaha, NE | Minnetonka, MN | SEC-registered investment adviser |
| Allen Capital Group, LLC | Omaha, NE | Grand Island, NE | SEC-registered investment adviser |
| Allstate Financial Advisors, LLC | Omaha, NE | Lincoln, NE | SEC-registered investment adviser |
| Ameritas Advisory Services, LLC | Omaha, NE | Lincoln, NE | SEC-registered investment adviser |
| API Financial Advisors, LLC | Omaha, NE | Rockledge, FL | SEC-registered investment adviser |
| Ausdal Financial Partners, Inc. | Elkhorn, NE | Davenport, IA | SEC-registered investment adviser |
| Cetera Investment Advisers LLC | Omaha, NE | Schaumburg, IL | SEC-registered investment adviser |
| Charles Schwab & Co., Inc. | Omaha, NE | San Francisco, CA | SEC-registered investment adviser |
| Creative Planning | Omaha, NE | Overland Park, KS | SEC-registered investment adviser |
| Creativeone Wealth, LLC | Omaha, NE | Overland Park, KS | SEC-registered investment adviser |
| D.A. Davidson & Co. | Omaha, NE | Great Falls, MT | SEC-registered investment adviser |
| FBL Wealth Management, LLC | Blair, NE | West des Moines, IA | SEC-registered investment adviser |
| First Command Advisory Services | Papillion, NE | Fort Worth, TX | SEC-registered investment adviser |
| First Manhattan Co. LLC | Omaha, NE | New York, NY | SEC-registered investment adviser |
| Forvis Mazars Wealth Advisors, LLC | Omaha, NE | Springfield, MO | SEC-registered investment adviser |
| Foster Group, Inc. | Omaha, NE | West des Moines, IA | SEC-registered investment adviser |
| Gallagher Fiduciary Advisors, LLC | E. Hartford, CT | Rolling Meadows, IL | SEC-registered investment adviser |
| Gladstone Wealth Partners | Omaha, NE | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Gradient Advisors, LLC | Omaha, NE | Arden Hills, MN | SEC-registered investment adviser |
| Grimes & Company | Omaha, NE | Westborough, MA | SEC-registered investment adviser |
| Guardian Wealth Advisors, LLC | Omaha, NE | Raleigh, NC | SEC-registered investment adviser |
| HBE Wealth Management, LLC | Omaha, NE | Lincoln, NE | SEC-registered investment adviser |
| Hightower Advisors, LLC | Omaha, NE | Chicago, IL | SEC-registered investment adviser |
| Horace Mann Investors, Inc. | Omaha, NE | Springfield, IL | SEC-registered investment adviser |
| Hub Investment Partners, LLC | Omaha, NE | Austin, TX | SEC-registered investment adviser |
| Integrity Advisory Solutions | Omaha, NE | Dallas, TX | SEC-registered investment adviser |
| Integrity Alliance, LLC | Omaha, NE | Urbandale, IA | SEC-registered investment adviser |
| Lakewood Asset Management, LLC | Omaha, NE | Naperville, IL | SEC-registered investment adviser |
| Larson Financial Group, LLC | Omaha, NE | Saint Louis, MO | SEC-registered investment adviser |
| Lido | Omaha, NE | Los Angeles, CA | SEC-registered investment adviser |
| Mariner | Omaha, NE | Overland Park, KS | SEC-registered investment adviser |
| Mariner Institutional, LLC | Omaha, NE | Winter Park, FL | SEC-registered investment adviser |
| Northwest Wealth Management, LLC | Omaha, NE | Spencer, IA | SEC-registered investment adviser |
| Osaic Advisory Services, LLC | Omaha, NE | Atlanta, GA | SEC-registered investment adviser |
| Prime Capital Financial | Omaha, NE | Overland Park, KS | SEC-registered investment adviser |
| Principal Securities, Inc. | Elkhorn, NE | Des Moines, IA | SEC-registered investment adviser |
| Prota Financial | Omaha, NE | Houston, TX | SEC-registered investment adviser |
| Quantum Financial Partners LLC | Omaha, NE | Overland Park, KS | SEC-registered investment adviser |
| Raymond James Financial Services Advisors, Inc | Omaha, NE | Saint Petersburg, FL | SEC-registered investment adviser |
| Retirement and Wealth at Alliant, LLC | Omaha, NE | Wayne, PA | SEC-registered investment adviser |
| Sagespring Wealth Partners | Omaha, NE | Franklin, TN | SEC-registered investment adviser |
| Schwab Wealth Advisory, Inc. | Omaha, NE | San Francisco, CA | SEC-registered investment adviser |
| Secure Asset Management, L.L.C. | Elkhorn, NE | Troy, MI | SEC-registered investment adviser |
| Sequoia Financial Group, L.L.C. | Omaha, NE | Akron, OH | SEC-registered investment adviser |
| Sound Income Strategies, LLC | Omaha, NE | Fort Lauderdale, FL | SEC-registered investment adviser |
| Steele Capital Management, Inc. | Omaha, NE | Dubuque, IA | SEC-registered investment adviser |
| Stonebridge Wealth Systems LLC | Omaha, NE | Kearney, NE | SEC-registered investment adviser |
| SVB Wealth | Omaha, NE | Boston, MA | SEC-registered investment adviser |
| Talon LLC | Omaha, NE | San Juan, PR | SEC-registered investment adviser |
| TCFG Investment Advisors, LLC | Omaha, NE | Laguna Niguel, CA | SEC-registered investment adviser |
| The Mather Group, LLC | Omaha, NE | Chicago, IL | SEC-registered investment adviser |
| The Patriot Financial Group, LLC | Omaha, NE | Walpole, MA | SEC-registered investment adviser |
| Thrivent Advisor Network, LLC | Omaha, NE | Minneapolis, MN | SEC-registered investment adviser |
| Tidal Investments LLC | Omaha, NE | Milwaukee, WI | SEC-registered investment adviser |
| TLG Advisors, Inc. | Omaha, NE | Summit, NJ | SEC-registered investment adviser |
| U.S. Bancorp Asset Management, Inc. | Omaha, NE | Minneapolis, MN | SEC-registered investment adviser |
| USI Advisors | Omaha, NE | Glastonbury, CT | SEC-registered investment adviser |
| Valmark Advisers, Inc. | Elkhorn, NE | Akron, OH | SEC-registered investment adviser |
| Waverly Advisors, LLC | Council Bluffs, IA | Birmingham, AL | SEC-registered investment adviser |
| Zacks Investment Management, Inc. | Omaha, NE | Chicago, IL | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Omaha, NE, headquartered elsewhere. https://advisorcensus.com/advisors/ne/omaha/branch-offices https://advisorcensus.com/advisors/ne/omaha/branch-offices