AdvisorCensus / Financial advisors / Nebraska / Omaha, NE / Charles Schwab
Financial advisors in Omaha, NE using Charles Schwab
35 SEC-registered investment advisory firms headquartered in the Omaha, NE metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Agman Capital | Omaha | SEC-registered investment adviser | $100 million to $500 million |
| America First Investment Advisors LLC | Omaha | SEC-registered investment adviser | $500 million to $1 billion |
| Arkfeld Wealth Strategies, L.L.C. | Omaha | SEC-registered investment adviser | $500 million to $1 billion |
| Avior Wealth Management, LLC | Omaha | SEC-registered investment adviser | Over $5 billion |
| Bellwether Wealth | Lincoln | SEC-registered investment adviser | $500 million to $1 billion |
| Blue Capital | Omaha | SEC-registered investment adviser | $100 million to $500 million |
| Bridges Investment Management Inc | Omaha | SEC-registered investment adviser | Over $5 billion |
| Cambridge Advisors Inc | Omaha | SEC-registered investment adviser | $500 million to $1 billion |
| Carson Group Investing | Omaha | SEC-registered investment adviser | $1 billion to $5 billion |
| Cornerstone Financial Group,llc | Omaha | SEC-registered investment adviser | $100 million to $500 million |
| CWM, LLC | Omaha | SEC-registered investment adviser | Over $5 billion |
| Ellerbrock-Norris Wealth Strategies LLC | Omaha | SEC-registered investment adviser | $100 million to $500 million |
| Hiley Hunt Wealth Management, Inc. | Omaha | SEC-registered investment adviser | $100 million to $500 million |
| Iams Wealth Management, LLC | Omaha | SEC-registered investment adviser | $100 million to $500 million |
| Intentional Retirement, LLC | Omaha | SEC-registered investment adviser | $100 million to $500 million |
| Ironvine Capital Partners, LLC | Omaha | SEC-registered investment adviser | $1 billion to $5 billion |
| Keystone Financial Services, LLC | Omaha | SEC-registered investment adviser | $100 million to $500 million |
| Lawson Kroeker Investment Management Inc | Omaha | SEC-registered investment adviser | $100 million to $500 million |
| Lutz Financial | Omaha | SEC-registered investment adviser | $1 billion to $5 billion |
| Mutual Advisors, LLC | Omaha | SEC-registered investment adviser | Over $5 billion |
| Nabity-Jensen Investment Management, Inc. | Omaha | SEC-registered investment adviser | $100 million to $500 million |
| Orion Portfolio Solutions, LLC | Omaha | SEC-registered investment adviser | Over $5 billion |
| Prairie Wealth Advisors, Inc. | Omaha | SEC-registered investment adviser | $500 million to $1 billion |
| Prodigy Asset Management LLC | Omaha | SEC-registered investment adviser | $1 billion to $5 billion |
| Revolution Capital, LLC | Omaha | SEC-registered investment adviser | $100 million to $500 million |
| Sequent Planning, LLC | Omaha | SEC-registered investment adviser | $500 million to $1 billion |
| Smart Wealth, LLC | Omaha | SEC-registered investment adviser | $500 million to $1 billion |
| Stevens Capital Partners | Omaha | SEC-registered investment adviser | $500 million to $1 billion |
| The Magnolia Group, LLC | Omaha | SEC-registered investment adviser | $500 million to $1 billion |
| Tributary Capital Management, LLC | Omaha | SEC-registered investment adviser | $1 billion to $5 billion |
| True Measure Wealth Management | Omaha | SEC-registered investment adviser | $100 million to $500 million |
| Wealthplan Investment Management LLC | Omaha | SEC-registered investment adviser | $1 billion to $5 billion |
| Wealthplan Partners | Omaha | SEC-registered investment adviser | $1 billion to $5 billion |
| Weitz Investment Management, Inc. | Omaha | SEC-registered investment adviser | Over $5 billion |
| Westchester Capital Management Inc | Omaha | SEC-registered investment adviser | $500 million to $1 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Omaha, NE using Charles Schwab. https://advisorcensus.com/advisors/ne/omaha/custodians/charles-schwab https://advisorcensus.com/advisors/ne/omaha/custodians/charles-schwab