Mutual of Omaha Investor Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Omaha, NE. Its latest Form ADV filing, dated March 31, 2026, reports $32M in regulatory assets under management, 285 employees, 91 offices, and 144 accounts.
Assets Under Management
$32M
Employees
285
Offices
91 offices
Total Clients
7,025
Primary office
OMAHA, NE
3300 MUTUAL OF OMAHA PLAZA, OMAHA, NE, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.2% of total clients.
Top client categories% of clientsClients
1
Individuals
75.2%
5,285
2
HNWI
22.7%
1,595
3
Corporations
1.4%
100
4
Pension Plans
0.5%
35
5
Charitable
0.1%
10
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$32Mas of March 31, 2026
Discretionary100.0%
$32M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$32M
Total Accounts144
10Y AUM Change+$32M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees285
Clients per Employee25:1
10Y Employee Change+19 (+7.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.