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Top RIA Firms in Nebraska
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Nebraska. This hub covers 70 matching firms with $249.8B in total reported AUM and median AUM of $547.1M.
Firms
70
Matching current profiles
Total AUM
$249.8B
Reported regulatory AUM
Median AUM
$547.1M
Across firms with AUM
Largest firm
$64.8B
Orion Portfolio Solutions, LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Orion Portfolio Solutions, LLC CRD 107975 · Limited Liability Company | OMAHA, NE | $64.8B Mar 2026 | +$7.2B+12.5% | +$11.6B+21.7% | +$25.8B+65.9% | +$55.6B+601.6% | -21 employees-6.4% over 3Y | +99,675 accounts+56.5% over 3Y |
| 2. Cwm, LLC CRD 155344 · Limited Liability Company | OMAHA, NE | $50.6B May 2026 | +$16.8B+49.8% | +$30.6B+153.6% | +$35.4B+232.5% | +$49.7B+5719.4% | +305 employees+27.5% over 3Y | +57,250 accounts+59.0% over 3Y |
| 3. Ameritas Investment Partners, INC. CRD 109381 · Corporation | LINCOLN, NE | $29.0B Mar 2026 | +$1.8B+6.5% | +$5.9B+25.5% | +$9.2B+46.8% | +$17.8B+158.2% | +1 employees+2.0% over 3Y | +692 accounts+38.0% over 3Y |
| 4. Ameritas Advisory Services, LLC CRD 317245 · Limited Liability Company | LINCOLN, NE | $13.7B Mar 2026 | +$2.2B+19.5% | +$5.2B+61.1% | — | +$6.0B+76.9% | +205 employees+34.6% over 3Y | +10,081 accounts+28.6% over 3Y |
| 5. Bridges Investment Management INC CRD 108028 · Corporation | OMAHA, NE | $11.3B Apr 2026 | +$927.0M+8.9% | +$3.8B+49.8% | +$4.5B+66.9% | +$10.8B+2075.2% | +4 employees+5.3% over 3Y | +898 accounts+39.4% over 3Y |
| 6. Mutual Advisors, LLC CRD 167658 · Limited Liability Company | OMAHA, NE | $8.5B May 2026 | +$1.8B+26.6% | +$3.2B+61.1% | +$5.0B+137.8% | +$8.4B+6405.5% | -54 employees-20.6% over 3Y | +5,958 accounts+28.6% over 3Y |
| 7. Weitz Investment Management, INC. CRD 105088 · Corporation | OMAHA, NE | $8.1B Mar 2026 | +$1.3B+18.4% | +$4.5B+124.2% | +$4.3B+112.1% | +$3.8B+89.0% | 0 employees+0.0% over 3Y | -2 accounts-8.3% over 3Y |
| 8. First National Advisers, LLC CRD 277146 · Limited Liability Company | OMAHA, NE | $7.4B Mar 2026 | +$1.1B+18.2% | +$6.3B+588.9% | +$7.2B+3793.2% | — | +10 employees+40.0% over 3Y | +2,371 accounts+163.3% over 3Y |
| 9. Avior Wealth Management, LLC CRD 148674 · Limited Liability Company | OMAHA, NE | $6.5B Apr 2026 | +$1.4B+27.2% | +$4.0B+166.9% | +$4.8B+286.3% | +$6.4B+11167.1% | +48 employees+39.3% over 3Y | +1,728 accounts+54.6% over 3Y |
| 10. M-One Capital CRD 158782 · Limited Liability Company | OMAHA, NE | $3.8B May 2026 | -$360.0M-8.7% | +$874.2M+30.1% | +$1.2B+46.2% | +$3.6B+1962.3% | +2 employees+6.9% over 3Y | +1 accounts+10.0% over 3Y |
| 11. Wealth Management CRD 137080 · Limited Liability Company | NORFOLK, NE | $3.7B Apr 2026 | +$608.0M+19.6% | +$1.4B+57.9% | +$1.7B+88.8% | +$3.4B+1330.4% | +1 employees+1.7% over 3Y | +1,417 accounts+42.5% over 3Y |
| 12. Whitetail Rock Capital Management, LLC CRD 156675 · Limited Liability Company | LINCOLN, NE | $3.3B Mar 2026 | +$174.6M+5.6% | +$675.2M+25.9% | +$1.4B+75.2% | +$2.7B+513.8% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 13. Lutz Financial CRD 117273 · Limited Liability Company | OMAHA, NE | $3.2B Mar 2026 | +$908.2M+39.8% | +$1.5B+84.1% | +$2.0B+168.0% | +$2.7B+610.1% | +5 employees+29.4% over 3Y | +685 accounts+34.2% over 3Y |
| 14. Pittenger & Anderson INC CRD 111033 · Corporation | LINCOLN, NE | $3.0B Jan 2026 | -$277.2M-8.4% | +$777.8M+34.5% | +$987.8M+48.3% | +$2.5B+422.6% | +1 employees+7.7% over 3Y | +406 accounts+21.9% over 3Y |
| 15. Private Wealth Asset Management CRD 315819 · Limited Liability Company | OMAHA, NE | $2.5B Apr 2026 | +$673.5M+36.4% | +$1.6B+172.4% | — | — | -10 employees-23.8% over 3Y | +1,128 accounts+98.9% over 3Y |
| 16. Prodigy Asset Management LLC CRD 106457 · Limited Liability Company | OMAHA, NE | $2.4B Feb 2026 | -$924.9M-27.5% | -$1.2B-33.3% | +$530.7M+27.9% | +$1.6B+194.5% | 0 employees+0.0% over 3Y | +17 accounts+6.4% over 3Y |
| 17. Wealthplan Investment Management LLC CRD 311364 · Limited Liability Company | OMAHA, NE | $2.2B Mar 2026 | +$610.9M+38.8% | +$1.6B+247.8% | — | — | +24 employees+240.0% over 3Y | +4,380 accounts+469.5% over 3Y |
| 18. Carson Group Investing CRD 291744 · Limited Liability Company | OMAHA, NE | $2.0B May 2026 | +$267.5M+15.0% | -$212.9M-9.4% | -$93.6M-4.4% | — | 0 employees+0.0% over 3Y | +2,967 accounts+24.4% over 3Y |
| 19. Tributary Capital Management, LLC CRD 112528 · Limited Liability Company | OMAHA, NE | $1.9B Apr 2026 | -$288.7M-13.2% | -$16.3M-0.8% | -$547.1M-22.3% | +$785.6M+70.4% | +6 employees+46.2% over 3Y | +92 accounts+12.3% over 3Y |
| 20. Allen Capital Group, LLC CRD 135879 · Limited Liability Company | GRAND ISLAND, NE | $1.5B Mar 2026 | +$278.3M+22.8% | +$685.9M+84.1% | +$789.5M+110.9% | +$1.4B+1236.7% | -4 employees-9.5% over 3Y | +1,313 accounts+22.4% over 3Y |
| 21. Ironvine Capital Partners, LLC CRD 168892 · Limited Liability Company | OMAHA, NE | $1.1B May 2026 | +$45.2M+4.1% | +$316.3M+38.2% | +$244.6M+27.2% | +$860.8M+304.3% | 0 employees+0.0% over 3Y | +157 accounts+41.8% over 3Y |
| 22. Wealthplan Partners CRD 305026 · Limited Liability Company | OMAHA, NE | $1.1B Feb 2026 | -$692.6M-38.2% | -$674.0M-37.6% | -$980.6M-46.7% | -$545.2M-32.7% | -23 employees-29.1% over 3Y | -4,210 accounts-53.4% over 3Y |
| 23. Mcmill Cpa And Advisors CRD 129015 · Corporation | NORFOLK, NE | $862.3M Mar 2026 | +$221.4M+34.5% | +$301.2M+53.7% | +$495.6M+135.2% | +$759.6M+739.6% | 0 employees+0.0% over 3Y | +2,922 accounts+106.9% over 3Y |
| 24. Lincoln Capital, LLC CRD 168307 · Limited Liability Company | LINCOLN, NE | $844.8M Mar 2026 | +$200.4M+31.1% | +$304.4M+56.3% | +$368.0M+77.2% | — | -1 employees-10.0% over 3Y | +198 accounts+18.5% over 3Y |
| 25. Bellwether Wealth CRD 300012 · Limited Liability Company | LINCOLN, NE | $784.0M Mar 2026 | +$99.1M+14.5% | +$329.3M+72.4% | +$456.1M+139.1% | — | +5 employees+71.4% over 3Y | +509 accounts+53.5% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.