# Financial advisors for high-net-worth individuals in Omaha, NE

> Find financial advisors in Omaha, NE who work with high-net-worth individuals. AdvisorCensus lists 63 investment advisory firms with a principal office in the Omaha metro area that report high-net-worth individuals among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ne/omaha/for-high-net-worth-individuals

## At a glance

- Investment advisory firms: 63
- Registration: SEC-registered investment adviser: 44, State-registered investment adviser: 19
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 13 (21%); Percentage of assets 63 (100%); Hourly charges 35 (56%); Fixed fees 43 (68%); Performance-based fees 2 (3%); Other 9 (14%)
- Regulatory assets under management (Item 5.F): Under $25 million 6 (10%); $25 million to $100 million 13 (21%); $100 million to $500 million 21 (33%); $500 million to $1 billion 9 (14%); $1 billion to $5 billion 7 (11%); Over $5 billion 7 (11%)
- Years registered: Under 5 years 17 (27%); 5 to 9 years 20 (32%); 10 to 19 years 12 (19%); 20 years or more 14 (22%)

## Firms (page 1 of 2, 1 to 50 of 63, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Adaptive Advice, LLC](https://advisorcensus.com/firm/adaptive-advice-llc-omaha-ne-310529) ([md](https://advisorcensus.com/firm/adaptive-advice-llc-omaha-ne-310529.md)) | 310529 | Omaha, NE | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Afsc Advisors, Inc](https://advisorcensus.com/firm/afsc-advisors-inc-council-bluffs-ia-281467) ([md](https://advisorcensus.com/firm/afsc-advisors-inc-council-bluffs-ia-281467.md)) | 281467 | Council Bluffs, IA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly |
| [Agman Capital](https://advisorcensus.com/firm/agman-capital-omaha-ne-334799) ([md](https://advisorcensus.com/firm/agman-capital-omaha-ne-334799.md)) | 334799 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [America First Investment Advisors LLC](https://advisorcensus.com/firm/america-first-investment-advisors-llc-omaha-ne-106984) ([md](https://advisorcensus.com/firm/america-first-investment-advisors-llc-omaha-ne-106984.md)) | 106984 | Omaha, NE | SEC-registered investment adviser | $500 million to $1 billion | 34 | % of assets |
| [Andorra Capital](https://advisorcensus.com/firm/andorra-capital-omaha-ne-127045) ([md](https://advisorcensus.com/firm/andorra-capital-omaha-ne-127045.md)) | 127045 | Omaha, NE | State-registered investment adviser | Under $25 million | 23 | % of assets |
| [Arkfeld Wealth Strategies, L.L.C.](https://advisorcensus.com/firm/arkfeld-wealth-strategies-l-l-c-omaha-ne-293175) ([md](https://advisorcensus.com/firm/arkfeld-wealth-strategies-l-l-c-omaha-ne-293175.md)) | 293175 | Omaha, NE | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [Arnold Weitz & Co](https://advisorcensus.com/firm/arnold-weitz-and-co-elkhorn-ne-108026) ([md](https://advisorcensus.com/firm/arnold-weitz-and-co-elkhorn-ne-108026.md)) | 108026 | Elkhorn, NE | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Hourly, Fixed fee |
| [Avior Wealth Management, LLC](https://advisorcensus.com/firm/avior-wealth-management-llc-omaha-ne-148674) ([md](https://advisorcensus.com/firm/avior-wealth-management-llc-omaha-ne-148674.md)) | 148674 | Omaha, NE | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Fixed fee |
| [Bazis Private Wealth, LLC](https://advisorcensus.com/firm/bazis-private-wealth-llc-omaha-ne-148605) ([md](https://advisorcensus.com/firm/bazis-private-wealth-llc-omaha-ne-148605.md)) | 148605 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Bellwether Wealth](https://advisorcensus.com/firm/bellwether-wealth-lincoln-ne-300012) ([md](https://advisorcensus.com/firm/bellwether-wealth-lincoln-ne-300012.md)) | 300012 | Lincoln, NE | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Blue Capital](https://advisorcensus.com/firm/blue-capital-omaha-ne-304083) ([md](https://advisorcensus.com/firm/blue-capital-omaha-ne-304083.md)) | 304083 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Bridges Investment Management Inc](https://advisorcensus.com/firm/bridges-investment-management-inc-omaha-ne-108028) ([md](https://advisorcensus.com/firm/bridges-investment-management-inc-omaha-ne-108028.md)) | 108028 | Omaha, NE | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Hourly, Fixed fee, Other |
| [Cambridge Advisors Inc](https://advisorcensus.com/firm/cambridge-advisors-inc-omaha-ne-104851) ([md](https://advisorcensus.com/firm/cambridge-advisors-inc-omaha-ne-104851.md)) | 104851 | Omaha, NE | SEC-registered investment adviser | $500 million to $1 billion | 36 | % of assets, Fixed fee |
| [Carlson Wealth, LLC](https://advisorcensus.com/firm/carlson-wealth-llc-omaha-ne-318362) ([md](https://advisorcensus.com/firm/carlson-wealth-llc-omaha-ne-318362.md)) | 318362 | Omaha, NE | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly |
| [Clark Wealth Strategies, Inc](https://advisorcensus.com/firm/clark-wealth-strategies-inc-omaha-ne-146090) ([md](https://advisorcensus.com/firm/clark-wealth-strategies-inc-omaha-ne-146090.md)) | 146090 | Omaha, NE | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Other |
| [Convergence Advisory Group](https://advisorcensus.com/firm/convergence-advisory-group-omaha-ne-308408) ([md](https://advisorcensus.com/firm/convergence-advisory-group-omaha-ne-308408.md)) | 308408 | Omaha, NE | State-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Cornerstone Financial Group,llc](https://advisorcensus.com/firm/cornerstone-financial-group-llc-omaha-ne-129246) ([md](https://advisorcensus.com/firm/cornerstone-financial-group-llc-omaha-ne-129246.md)) | 129246 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [CWM, LLC](https://advisorcensus.com/firm/cwm-llc-omaha-ne-155344) ([md](https://advisorcensus.com/firm/cwm-llc-omaha-ne-155344.md)) | 155344 | Omaha, NE | SEC-registered investment adviser | Over $5 billion | 15 | % of assets, Hourly, Fixed fee, Other |
| [CWS Wealth Partners](https://advisorcensus.com/firm/cws-wealth-partners-omaha-ne-316112) ([md](https://advisorcensus.com/firm/cws-wealth-partners-omaha-ne-316112.md)) | 316112 | Omaha, NE | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [Ellerbrock-Norris Wealth Strategies LLC](https://advisorcensus.com/firm/ellerbrock-norris-wealth-strategies-llc-omaha-ne-295099) ([md](https://advisorcensus.com/firm/ellerbrock-norris-wealth-strategies-llc-omaha-ne-295099.md)) | 295099 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Executive Wealth Partners](https://advisorcensus.com/firm/executive-wealth-partners-omaha-ne-297608) ([md](https://advisorcensus.com/firm/executive-wealth-partners-omaha-ne-297608.md)) | 297608 | Omaha, NE | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Fairway Asset Management, LLC](https://advisorcensus.com/firm/fairway-asset-management-llc-omaha-ne-146636) ([md](https://advisorcensus.com/firm/fairway-asset-management-llc-omaha-ne-146636.md)) | 146636 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Financial Design Group, LLC](https://advisorcensus.com/firm/financial-design-group-llc-lavista-ne-316103) ([md](https://advisorcensus.com/firm/financial-design-group-llc-lavista-ne-316103.md)) | 316103 | Lavista, NE | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [First National Advisers, LLC](https://advisorcensus.com/firm/first-national-advisers-llc-omaha-ne-277146) ([md](https://advisorcensus.com/firm/first-national-advisers-llc-omaha-ne-277146.md)) | 277146 | Omaha, NE | SEC-registered investment adviser | Over $5 billion | 11 | % of assets |
| [Footprints Asset Management & Research, Inc.](https://advisorcensus.com/firm/footprints-asset-management-and-research-inc-omaha-ne-128040) ([md](https://advisorcensus.com/firm/footprints-asset-management-and-research-inc-omaha-ne-128040.md)) | 128040 | Omaha, NE | State-registered investment adviser | $25 million to $100 million | 0 | % of assets |
| [Guide Rock Capital Management, Inc.](https://advisorcensus.com/firm/guide-rock-capital-management-inc-omaha-ne-149820) ([md](https://advisorcensus.com/firm/guide-rock-capital-management-inc-omaha-ne-149820.md)) | 149820 | Omaha, NE | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Fixed fee |
| [Hiley Hunt Wealth Management, Inc.](https://advisorcensus.com/firm/hiley-hunt-wealth-management-inc-omaha-ne-164942) ([md](https://advisorcensus.com/firm/hiley-hunt-wealth-management-inc-omaha-ne-164942.md)) | 164942 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Iams Wealth Management, LLC](https://advisorcensus.com/firm/iams-wealth-management-llc-omaha-ne-286085) ([md](https://advisorcensus.com/firm/iams-wealth-management-llc-omaha-ne-286085.md)) | 286085 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee, Other |
| [ILS Financial, LLC](https://advisorcensus.com/firm/ils-financial-llc-omaha-ne-331725) ([md](https://advisorcensus.com/firm/ils-financial-llc-omaha-ne-331725.md)) | 331725 | Omaha, NE | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Intentional Retirement, LLC](https://advisorcensus.com/firm/intentional-retirement-llc-omaha-ne-310655) ([md](https://advisorcensus.com/firm/intentional-retirement-llc-omaha-ne-310655.md)) | 310655 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Ironvine Capital Partners, LLC](https://advisorcensus.com/firm/ironvine-capital-partners-llc-omaha-ne-168892) ([md](https://advisorcensus.com/firm/ironvine-capital-partners-llc-omaha-ne-168892.md)) | 168892 | Omaha, NE | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets |
| [Keystone Financial Services, LLC](https://advisorcensus.com/firm/keystone-financial-services-llc-omaha-ne-308397) ([md](https://advisorcensus.com/firm/keystone-financial-services-llc-omaha-ne-308397.md)) | 308397 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Lawson Kroeker Investment Management Inc](https://advisorcensus.com/firm/lawson-kroeker-investment-management-inc-omaha-ne-105053) ([md](https://advisorcensus.com/firm/lawson-kroeker-investment-management-inc-omaha-ne-105053.md)) | 105053 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 40 | % of assets |
| [Leibman Financial Servces, Inc.](https://advisorcensus.com/firm/leibman-financial-servces-inc-louisville-ne-323120) ([md](https://advisorcensus.com/firm/leibman-financial-servces-inc-louisville-ne-323120.md)) | 323120 | Louisville, NE | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Lexus Wealth Management](https://advisorcensus.com/firm/lexus-wealth-management-omaha-ne-325200) ([md](https://advisorcensus.com/firm/lexus-wealth-management-omaha-ne-325200.md)) | 325200 | Omaha, NE | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [Lutz Financial](https://advisorcensus.com/firm/lutz-financial-omaha-ne-117273) ([md](https://advisorcensus.com/firm/lutz-financial-omaha-ne-117273.md)) | 117273 | Omaha, NE | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Hourly, Fixed fee |
| [Morey & Quinn Wealth Partners](https://advisorcensus.com/firm/morey-and-quinn-wealth-partners-omaha-ne-332074) ([md](https://advisorcensus.com/firm/morey-and-quinn-wealth-partners-omaha-ne-332074.md)) | 332074 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Mutual Advisors, LLC](https://advisorcensus.com/firm/mutual-advisors-llc-omaha-ne-167658) ([md](https://advisorcensus.com/firm/mutual-advisors-llc-omaha-ne-167658.md)) | 167658 | Omaha, NE | SEC-registered investment adviser | Over $5 billion | 13 | % of assets, Hourly, Fixed fee |
| [Mutual of Omaha Investor Services, Inc.](https://advisorcensus.com/firm/mutual-of-omaha-investor-services-inc-omaha-ne-611) ([md](https://advisorcensus.com/firm/mutual-of-omaha-investor-services-inc-omaha-ne-611.md)) | 611 | Omaha, NE | SEC-registered investment adviser | $25 million to $100 million | 24 | % of assets, Hourly, Fixed fee, Other |
| [Nabity-Jensen Investment Management, Inc.](https://advisorcensus.com/firm/nabity-jensen-investment-management-inc-omaha-ne-128455) ([md](https://advisorcensus.com/firm/nabity-jensen-investment-management-inc-omaha-ne-128455.md)) | 128455 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Orion Portfolio Solutions, LLC](https://advisorcensus.com/firm/orion-portfolio-solutions-llc-omaha-ne-107975) ([md](https://advisorcensus.com/firm/orion-portfolio-solutions-llc-omaha-ne-107975.md)) | 107975 | Omaha, NE | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Fixed fee, Performance fee |
| [Pflug Koory, LLC](https://advisorcensus.com/firm/pflug-koory-llc-omaha-ne-109268) ([md](https://advisorcensus.com/firm/pflug-koory-llc-omaha-ne-109268.md)) | 109268 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Hourly |
| [Planvest, LLC](https://advisorcensus.com/firm/planvest-llc-blair-ne-309669) ([md](https://advisorcensus.com/firm/planvest-llc-blair-ne-309669.md)) | 309669 | Blair, NE | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Prairie Wealth Advisors, Inc.](https://advisorcensus.com/firm/prairie-wealth-advisors-inc-omaha-ne-165266) ([md](https://advisorcensus.com/firm/prairie-wealth-advisors-inc-omaha-ne-165266.md)) | 165266 | Omaha, NE | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Hourly, Fixed fee, Other |
| [Private Wealth Asset Management](https://advisorcensus.com/firm/private-wealth-asset-management-omaha-ne-315819) ([md](https://advisorcensus.com/firm/private-wealth-asset-management-omaha-ne-315819.md)) | 315819 | Omaha, NE | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Fixed fee |
| [Prodigy Asset Management LLC](https://advisorcensus.com/firm/prodigy-asset-management-llc-omaha-ne-106457) ([md](https://advisorcensus.com/firm/prodigy-asset-management-llc-omaha-ne-106457.md)) | 106457 | Omaha, NE | SEC-registered investment adviser | $1 billion to $5 billion | 33 | % of assets |
| [Professional Retirement Strategies LLC](https://advisorcensus.com/firm/professional-retirement-strategies-llc-omaha-ne-287808) ([md](https://advisorcensus.com/firm/professional-retirement-strategies-llc-omaha-ne-287808.md)) | 287808 | Omaha, NE | State-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [Revolution Capital, LLC](https://advisorcensus.com/firm/revolution-capital-llc-omaha-ne-300496) ([md](https://advisorcensus.com/firm/revolution-capital-llc-omaha-ne-300496.md)) | 300496 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Sanders Retirement Planning LLC](https://advisorcensus.com/firm/sanders-retirement-planning-llc-omaha-ne-333590) ([md](https://advisorcensus.com/firm/sanders-retirement-planning-llc-omaha-ne-333590.md)) | 333590 | Omaha, NE | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [Sequent Planning, LLC](https://advisorcensus.com/firm/sequent-planning-llc-omaha-ne-160381) ([md](https://advisorcensus.com/firm/sequent-planning-llc-omaha-ne-160381.md)) | 160381 | Omaha, NE | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/ne/omaha/for-high-net-worth-individuals/page/2.md

## Questions people ask

**Which financial advisors in Omaha, NE work with high-net-worth individuals?**
63 investment advisory firms with a principal office in the Omaha metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Omaha, NE?**
AdvisorCensus lists 89 investment advisory firms with a principal office in the Omaha metro area, from Form ADV filings as of October 2026: 50 SEC-registered, 33 state-registered, and 6 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Omaha, NE?**
17 of the 89 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Omaha, NE offer financial planning?**
57 of the 83 firms in Omaha, NE that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Omaha, NE fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 17 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in Nebraska](https://advisorcensus.com/advisors/ne) (https://advisorcensus.com/advisors/ne.md)
- [Financial advisors in Omaha, NE](https://advisorcensus.com/advisors/ne/omaha) (https://advisorcensus.com/advisors/ne/omaha.md)
- [Fee-only financial advisors in Omaha, NE](https://advisorcensus.com/advisors/ne/omaha/fee-only) (https://advisorcensus.com/advisors/ne/omaha/fee-only.md)
- [Flat-fee financial advisors in Omaha, NE](https://advisorcensus.com/advisors/ne/omaha/flat-fee) (https://advisorcensus.com/advisors/ne/omaha/flat-fee.md)
- [Hourly financial advisors in Omaha, NE](https://advisorcensus.com/advisors/ne/omaha/hourly) (https://advisorcensus.com/advisors/ne/omaha/hourly.md)
- [Financial advisors in Lincoln](https://advisorcensus.com/advisors/ne/lincoln) (https://advisorcensus.com/advisors/ne/lincoln.md)
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Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in Omaha, NE: 63 firms from Form ADV filings as of October 2026.