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RIAs in Omaha, Nebraska

Explore 45 RIAs headquartered in Omaha, with $189.1B in combined reported AUM.

RIAs45Headquartered here
Total AUM$189.1BReported regulatory AUM
Total Employees3,121Reported by these RIAs
% of Total State AUM75.3%% Of total State AUM Reported

All RIAs in Omaha

45 RIAs
Showing 1–24 of 45 RIAs

Orion Portfolio Solutions, LLC

OMAHA, NE
Reported AUM$64.8B
Employees305
34.3% of city AUMView RIA ↗

Cwm, LLC

OMAHA, NE
Reported AUM$50.6B
Employees1,416
26.7% of city AUMView RIA ↗

Bridges Investment Management Inc

OMAHA, NE
Reported AUM$11.3B
Employees79
6.0% of city AUMView RIA ↗

Mutual Advisors, LLC

OMAHA, NE
Reported AUM$9.4B
Employees223
5.0% of city AUMView RIA ↗

Weitz Investment Management, Inc.

OMAHA, NE
Reported AUM$8.1B
Employees36
4.3% of city AUMView RIA ↗

First National Advisers, LLC

OMAHA, NE
Reported AUM$7.4B
Employees35
3.9% of city AUMView RIA ↗

Avior Wealth Management, LLC

OMAHA, NE
Reported AUM$6.5B
Employees170
3.4% of city AUMView RIA ↗

M-One Capital

OMAHA, NE
Reported AUM$3.8B
Employees31
2.0% of city AUMView RIA ↗

Lutz Financial

OMAHA, NE
Reported AUM$3.2B
Employees23
1.7% of city AUMView RIA ↗

Private Wealth Asset Management

OMAHA, NE
Reported AUM$2.5B
Employees32
1.3% of city AUMView RIA ↗

Prodigy Asset Management LLC

OMAHA, NE
Reported AUM$2.4B
Employees9
1.3% of city AUMView RIA ↗

Wealthplan Investment Management LLC

OMAHA, NE
Reported AUM$2.2B
Employees34
1.2% of city AUMView RIA ↗

Carson Group Investing

OMAHA, NE
Reported AUM$2B
Employees7
1.1% of city AUMView RIA ↗

Tributary Capital Management, LLC

OMAHA, NE
Reported AUM$1.9B
Employees19
1.0% of city AUMView RIA ↗

Ironvine Capital Partners, LLC

OMAHA, NE
Reported AUM$1.1B
Employees5
0.6% of city AUMView RIA ↗

Wealthplan Partners

OMAHA, NE
Reported AUM$1.1B
Employees56
0.6% of city AUMView RIA ↗

Stevens Capital Partners

OMAHA, NE
Reported AUM$810.3M
Employees21
0.4% of city AUMView RIA ↗

The Magnolia Group, LLC

OMAHA, NE
Reported AUM$710.6M
Employees2
0.4% of city AUMView RIA ↗

Cambridge Advisors Inc

OMAHA, NE
Reported AUM$693.5M
Employees6
0.4% of city AUMView RIA ↗

Westchester Capital Management Inc

OMAHA, NE
Reported AUM$691.3M
Employees9
0.4% of city AUMView RIA ↗

Smart Wealth, LLC

OMAHA, NE
Reported AUM$686.4M
Employees41
0.4% of city AUMView RIA ↗

America First Investment Advisors LLC

OMAHA, NE
Reported AUM$665.1M
Employees7
0.4% of city AUMView RIA ↗

Sequent Planning, LLC

OMAHA, NE
Reported AUM$589.5M
Employees102
0.3% of city AUMView RIA ↗

Prairie Wealth Advisors, Inc.

OMAHA, NE
Reported AUM$558M
Employees12
0.3% of city AUMView RIA ↗

AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.

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