{ "path": "/advisors/ne/omaha", "url": "https://advisorcensus.com/advisors/ne/omaha/page/2", "page_type": "metro", "title": "Financial advisors in Omaha, NE", "filters": {}, "scope_total": 89, "faq": [ { "q": "How many financial advisory firms are there in Omaha, NE?", "a": "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." }, { "q": "How many fee-only financial advisors are in Omaha, NE?", "a": "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." }, { "q": "How many financial advisors in Omaha, NE offer financial planning?", "a": "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." }, { "q": "Are the financial advisors in Omaha, NE fiduciaries?", "a": "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." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "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." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "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." }, { "q": "What does regulatory assets under management mean?", "a": "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." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 89 investment advisory firms with a principal office in the Omaha metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Omaha has 89 investment advisory firms with a principal office in the metro area as of October 2026: 50 SEC-registered, 33 state-registered, and 6 exempt reporting advisers. 17 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 24 report under $100 million in regulatory assets under management. The metro area has 389,812 households, 48,065 of them with income of $200,000 or more, or 540 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Omaha, NE: 89 firms from Form ADV filings as of October 2026.", "total_firms": 89, "page": 2, "total_pages": 2, "sort": "name", "registration_types": { "sec": 50, "state": 33, "exempt": 6 }, "fee_model_mix": [ { "code": "fee-only", "count": 17 }, { "code": "percentage_of_aum", "count": 75 }, { "code": "hourly", "count": 41 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 52 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 6 }, { "code": "other", "count": 17 }, { "code": "not_reported", "count": 6 } ], "years_registered_distribution": [ { "code": "under_5", "count": 35 }, { "code": "5_to_9", "count": 21 }, { "code": "10_to_19", "count": 18 }, { "code": "20_plus", "count": 15 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 10 }, { "code": "25m_100m", "count": 14 }, { "code": "100m_500m", "count": 23 }, { "code": "500m_1b", "count": 10 }, { "code": "1b_5b", "count": 9 }, { "code": "over_5b", "count": 7 }, { "code": "not_reported", "count": 16 } ], "firms": [ { "crd_number": 158782, "name": "M-One Capital", "name_as_filed": "M-ONE CAPITAL", "url": "https://advisorcensus.com/firm/m-one-capital-omaha-ne-158782", "city": "Omaha", "state": "NE", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 333441, "name": "Midwest Value Planning", "name_as_filed": "MIDWEST VALUE PLANNING", "url": "https://advisorcensus.com/firm/midwest-value-planning-omaha-ne-333441", "city": "Omaha", "state": "NE", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "other" ], "enhanced": false }, { "crd_number": 343499, "name": "Milemarker Investment Solutions, LLC", "name_as_filed": "MILEMARKER INVESTMENT SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/milemarker-investment-solutions-llc-lincoln-ne-343499", "city": "Lincoln", "state": "NE", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 313152, "name": "Moat Capital", "name_as_filed": "MOAT CAPITAL", "url": "https://advisorcensus.com/firm/moat-capital-omaha-ne-313152", "city": "Omaha", "state": "NE", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332074, "name": "Morey & Quinn Wealth Partners", "name_as_filed": "MOREY & QUINN WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/morey-and-quinn-wealth-partners-omaha-ne-332074", "city": "Omaha", "state": "NE", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340367, "name": "Moyer Financials LLC", "name_as_filed": "MOYER FINANCIALS LLC", "url": "https://advisorcensus.com/firm/moyer-financials-llc-omaha-ne-340367", "city": "Omaha", "state": "NE", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167658, "name": "Mutual Advisors, LLC", "name_as_filed": "MUTUAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/mutual-advisors-llc-omaha-ne-167658", "city": "Omaha", "state": "NE", "years_registered": 13, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 611, "name": "Mutual of Omaha Investor Services, Inc.", "name_as_filed": "MUTUAL OF OMAHA INVESTOR SERVICES, INC.", "url": "https://advisorcensus.com/firm/mutual-of-omaha-investor-services-inc-omaha-ne-611", "city": "Omaha", "state": "NE", "years_registered": 24, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 128455, "name": "Nabity-Jensen Investment Management, Inc.", "name_as_filed": "NABITY-JENSEN INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/nabity-jensen-investment-management-inc-omaha-ne-128455", "city": "Omaha", "state": "NE", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107975, "name": "Orion Portfolio Solutions, LLC", "name_as_filed": "ORION PORTFOLIO SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/orion-portfolio-solutions-llc-omaha-ne-107975", "city": "Omaha", "state": "NE", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 165704, "name": "Panorama Point Partners, LLC", "name_as_filed": "PANORAMA POINT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/panorama-point-partners-llc-omaha-ne-165704", "city": "Omaha", "state": "NE", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 109268, "name": "Pflug Koory, LLC", "name_as_filed": "PFLUG KOORY, LLC", "url": "https://advisorcensus.com/firm/pflug-koory-llc-omaha-ne-109268", "city": "Omaha", "state": "NE", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 309669, "name": "Planvest, LLC", "name_as_filed": "PLANVEST, LLC", "url": "https://advisorcensus.com/firm/planvest-llc-blair-ne-309669", "city": "Blair", "state": "NE", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165266, "name": "Prairie Wealth Advisors, Inc.", "name_as_filed": "PRAIRIE WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/prairie-wealth-advisors-inc-omaha-ne-165266", "city": "Omaha", "state": "NE", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 315819, "name": "Private Wealth Asset Management", "name_as_filed": "PRIVATE WEALTH ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/private-wealth-asset-management-omaha-ne-315819", "city": "Omaha", "state": "NE", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106457, "name": "Prodigy Asset Management LLC", "name_as_filed": "PRODIGY ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/prodigy-asset-management-llc-omaha-ne-106457", "city": "Omaha", "state": "NE", "years_registered": 33, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 287808, "name": "Professional Retirement Strategies LLC", "name_as_filed": "PROFESSIONAL RETIREMENT STRATEGIES LLC", "url": "https://advisorcensus.com/firm/professional-retirement-strategies-llc-omaha-ne-287808", "city": "Omaha", "state": "NE", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 300496, "name": "Revolution Capital, LLC", "name_as_filed": "REVOLUTION CAPITAL, LLC", "url": "https://advisorcensus.com/firm/revolution-capital-llc-omaha-ne-300496", "city": "Omaha", "state": "NE", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333590, "name": "Sanders Retirement Planning LLC", "name_as_filed": "SANDERS RETIREMENT PLANNING LLC", "url": "https://advisorcensus.com/firm/sanders-retirement-planning-llc-omaha-ne-333590", "city": "Omaha", "state": "NE", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 160381, "name": "Sequent Planning, LLC", "name_as_filed": "SEQUENT PLANNING, LLC", "url": "https://advisorcensus.com/firm/sequent-planning-llc-omaha-ne-160381", "city": "Omaha", "state": "NE", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315496, "name": "Smart Wealth, LLC", "name_as_filed": "SMART WEALTH, LLC", "url": "https://advisorcensus.com/firm/smart-wealth-llc-omaha-ne-315496", "city": "Omaha", "state": "NE", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 323738, "name": "Starkel Capital Management, Inc", "name_as_filed": "STARKEL CAPITAL MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/starkel-capital-management-inc-omaha-ne-323738", "city": "Omaha", "state": "NE", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317517, "name": "Stevens Capital Partners", "name_as_filed": "STEVENS CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/stevens-capital-partners-omaha-ne-317517", "city": "Omaha", "state": "NE", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 39000, "name": "Teckmeyer Financial Services, L.L.C.", "name_as_filed": "TECKMEYER FINANCIAL SERVICES, L.L.C.", "url": "https://advisorcensus.com/firm/teckmeyer-financial-services-l-l-c-omaha-ne-39000", "city": "Omaha", "state": "NE", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171102, "name": "The Magnolia Group, LLC", "name_as_filed": "THE MAGNOLIA GROUP, LLC", "url": "https://advisorcensus.com/firm/the-magnolia-group-llc-omaha-ne-171102", "city": "Omaha", "state": "NE", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 173071, "name": "The Premier Advisory Group, LLC", "name_as_filed": "THE PREMIER ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/the-premier-advisory-group-llc-omaha-ne-173071", "city": "Omaha", "state": "NE", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 127918, "name": "Thomas Jackson Family Office, Inc.", "name_as_filed": "THOMAS JACKSON FAMILY OFFICE, INC.", "url": "https://advisorcensus.com/firm/thomas-jackson-family-office-inc-omaha-ne-127918", "city": "Omaha", "state": "NE", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "hourly", "other" ], "enhanced": false }, { "crd_number": 112528, "name": "Tributary Capital Management, LLC", "name_as_filed": "TRIBUTARY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/tributary-capital-management-llc-omaha-ne-112528", "city": "Omaha", "state": "NE", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 116265, "name": "True Measure Wealth Management", "name_as_filed": "TRUE MEASURE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/true-measure-wealth-management-omaha-ne-116265", "city": "Omaha", "state": "NE", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334842, "name": "Turner Financial", "name_as_filed": "TURNER FINANCIAL", "url": "https://advisorcensus.com/firm/turner-financial-omaha-ne-334842", "city": "Omaha", "state": "NE", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 316655, "name": "Value Investing Capital Management, LLC.", "name_as_filed": "VALUE INVESTING CAPITAL MANAGEMENT, LLC.", "url": "https://advisorcensus.com/firm/value-investing-capital-management-llc-omaha-ne-316655", "city": "Omaha", "state": "NE", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 298592, "name": "Virtue Wealth Counsel, LLC", "name_as_filed": "VIRTUE WEALTH COUNSEL, LLC", "url": "https://advisorcensus.com/firm/virtue-wealth-counsel-llc-omaha-ne-298592", "city": "Omaha", "state": "NE", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326498, "name": "Vogel Wealth Management, LLC", "name_as_filed": "VOGEL WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/vogel-wealth-management-llc-omaha-ne-326498", "city": "Omaha", "state": "NE", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false 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"https://advisorcensus.com/firm/westchester-capital-management-inc-omaha-ne-110961", "city": "Omaha", "state": "NE", "years_registered": 39, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ne", "label": "Financial advisors in Nebraska" }, "metro": { "path": "/advisors/ne/omaha", "label": "Financial advisors in Omaha, NE" }, "city_pages": [], "fee_pages": [ { "path": "/advisors/ne/omaha/fee-only", "label": "Fee-only financial advisors in Omaha, NE", "firm_count": 17 }, { "path": "/advisors/ne/omaha/flat-fee", "label": "Flat-fee financial advisors in Omaha, NE", "firm_count": 52 }, { "path": "/advisors/ne/omaha/hourly", "label": "Hourly financial advisors in Omaha, NE", "firm_count": 41 } ], "niche_pages": [] }, "csv": "https://advisorcensus.com/advisors/ne/omaha.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor 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