{ "path": "/advisors/ne", "url": "https://advisorcensus.com/advisors/ne/page/3", "page_type": "state", "title": "Financial advisors in Nebraska", "filters": {}, "scope_total": 145, "faq": [ { "q": "How many financial advisory firms are there in Nebraska?", "a": "AdvisorCensus lists 145 investment advisory firms with a principal office in Nebraska, from Form ADV filings as of October 2026: 71 SEC-registered, 66 state-registered, and 8 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 Nebraska?", "a": "39 of the 145 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 Nebraska offer financial planning?", "a": "96 of the 137 firms in Nebraska 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 Nebraska 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 39 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 145 investment advisory firms with a principal office in Nebraska, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can 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": null, "citation": "AdvisorCensus. Financial advisors in Nebraska: 145 firms from Form ADV filings as of October 2026.", "total_firms": 145, "page": 3, "total_pages": 3, "sort": "name", "registration_types": { "sec": 71, "state": 66, "exempt": 8 }, "fee_model_mix": [ { "code": "fee-only", "count": 39 }, { "code": "percentage_of_aum", "count": 121 }, { "code": "hourly", "count": 67 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 84 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 7 }, { "code": "other", "count": 29 }, { "code": "not_reported", "count": 8 } ], "years_registered_distribution": [ { "code": "under_5", "count": 57 }, { "code": "5_to_9", "count": 37 }, { "code": "10_to_19", "count": 25 }, { "code": "20_plus", "count": 26 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 30 }, { "code": "25m_100m", "count": 19 }, { "code": "100m_500m", "count": 35 }, { "code": "500m_1b", "count": 14 }, { "code": "1b_5b", "count": 13 }, { "code": "over_5b", "count": 9 }, { "code": "not_reported", "count": 25 } ], "firms": [ { "crd_number": 300110, "name": "Plains Advisory LLC", "name_as_filed": "PLAINS ADVISORY LLC", "url": "https://advisorcensus.com/firm/plains-advisory-llc-grand-island-ne-300110", "city": "Grand Island", "state": "NE", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287860, "name": "Plan a Wealth, LLC", "name_as_filed": "PLAN A WEALTH, LLC", "url": "https://advisorcensus.com/firm/plan-a-wealth-llc-lincoln-ne-287860", "city": "Lincoln", "state": "NE", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 289438, "name": "Primus Wealth Advisors LLC", "name_as_filed": "PRIMUS WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/primus-wealth-advisors-llc-289438", "city": null, "state": null, "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "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": 173719, "name": "Professional Financial Advisors, LLC", "name_as_filed": "PROFESSIONAL FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/professional-financial-advisors-llc-north-platte-ne-173719", "city": "North Platte", "state": "NE", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "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": 338490, "name": "R2 Wealth Management Partners", "name_as_filed": "R2 WEALTH MANAGEMENT PARTNERS", "url": "https://advisorcensus.com/firm/r2-wealth-management-partners-lincoln-ne-338490", "city": "Lincoln", "state": "NE", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325033, "name": "Reserve Wealth Planning", "name_as_filed": "RESERVE WEALTH PLANNING", "url": "https://advisorcensus.com/firm/reserve-wealth-planning-325033", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "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": 139492, "name": "Round Table Investment Strategies, LLC", "name_as_filed": "ROUND TABLE INVESTMENT STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/round-table-investment-strategies-llc-lincoln-ne-139492", "city": "Lincoln", "state": "NE", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "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": 344219, "name": "Schneider Wealth Management LLC", "name_as_filed": "SCHNEIDER WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/schneider-wealth-management-llc-344219", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "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": 150011, "name": "Sipherd Wealth Management, LLC", "name_as_filed": "SIPHERD WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sipherd-wealth-management-llc-lincoln-ne-150011", "city": "Lincoln", "state": "NE", "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 342275, "name": "Skyline Wealth Management", "name_as_filed": "SKYLINE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/skyline-wealth-management-hastings-ne-342275", "city": "Hastings", "state": "NE", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "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": 328455, "name": "Spiehs Wealth Management, Inc.", "name_as_filed": "SPIEHS WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/spiehs-wealth-management-inc-grand-island-ne-328455", "city": "Grand Island", "state": "NE", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "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": 327894, "name": "Stonebridge Wealth Systems LLC", "name_as_filed": "STONEBRIDGE WEALTH SYSTEMS LLC", "url": "https://advisorcensus.com/firm/stonebridge-wealth-systems-llc-kearney-ne-327894", "city": "Kearney", "state": "NE", "years_registered": 2, "raum_band": "100m_500m", "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": 128661, "name": "TRJ Wealth Management, Inc.", "name_as_filed": "TRJ WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/trj-wealth-management-inc-128661", "city": null, "state": null, "years_registered": 24, "raum_band": "under_25m", "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 }, { "crd_number": 168840, "name": "Walnut Private Equity Partners, LLC", "name_as_filed": "WALNUT PRIVATE EQUITY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/walnut-private-equity-partners-llc-omaha-ne-168840", "city": "Omaha", "state": "NE", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113836, "name": "Wealth Advisors Network, Inc.", "name_as_filed": "WEALTH ADVISORS NETWORK, INC.", "url": "https://advisorcensus.com/firm/wealth-advisors-network-inc-hastings-ne-113836", "city": "Hastings", "state": "NE", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 137080, "name": "Wealth Management", "name_as_filed": "WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/wealth-management-norfolk-ne-137080", "city": "Norfolk", "state": "NE", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283600, "name": "Wealthmark", "name_as_filed": "WEALTHMARK", "url": "https://advisorcensus.com/firm/wealthmark-283600", "city": null, "state": null, "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311364, "name": "Wealthplan Investment Management LLC", "name_as_filed": "WEALTHPLAN INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/wealthplan-investment-management-llc-omaha-ne-311364", "city": "Omaha", "state": "NE", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305026, "name": "Wealthplan Partners", "name_as_filed": "WEALTHPLAN PARTNERS", "url": "https://advisorcensus.com/firm/wealthplan-partners-omaha-ne-305026", "city": "Omaha", "state": "NE", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105088, "name": "Weitz Investment Management, Inc.", "name_as_filed": "WEITZ INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/weitz-investment-management-inc-omaha-ne-105088", "city": "Omaha", "state": "NE", "years_registered": 43, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 326148, "name": "Well Advised, LLC", "name_as_filed": "WELL ADVISED, LLC", "url": "https://advisorcensus.com/firm/well-advised-llc-omaha-ne-326148", "city": "Omaha", "state": "NE", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110961, "name": "Westchester Capital Management Inc", "name_as_filed": "WESTCHESTER CAPITAL MANAGEMENT INC", "url": "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 }, { "crd_number": 156675, "name": "Whitetail Rock Capital Management, LLC", "name_as_filed": "WHITETAIL ROCK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/whitetail-rock-capital-management-llc-lincoln-ne-156675", "city": "Lincoln", "state": "NE", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 339933, "name": "Your Everyday ROI", "name_as_filed": "YOUR EVERYDAY ROI", "url": "https://advisorcensus.com/firm/your-everyday-roi-339933", "city": null, "state": null, "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/ne/omaha", "name": "Omaha", "msa_name": "Omaha, NE-IA", "state_code": "NE", "firm_count": 89 }, { "path": "/advisors/ne/lincoln", "name": "Lincoln", "msa_name": "Lincoln, NE", "state_code": "NE", "firm_count": 18 }, { "path": "/advisors/ne/grand-island", "name": "Grand Island", "msa_name": "Grand Island, NE", "state_code": "NE", "firm_count": 5 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ne", "label": "Financial advisors in Nebraska" }, "fee_pages": [ { "path": "/advisors/ne/fee-only", "label": "Fee-only financial advisors in Nebraska", "firm_count": 39 }, { "path": "/advisors/ne/flat-fee", "label": "Flat-fee financial advisors in Nebraska", "firm_count": 84 }, { "path": "/advisors/ne/hourly", "label": "Hourly financial advisors in Nebraska", "firm_count": 67 } ] }, "csv": "https://advisorcensus.com/advisors/ne.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }