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Top RIA Firms in Omaha, Nebraska
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Omaha, Nebraska. This hub covers 45 matching firms with $187.8B in total reported AUM and median AUM of $558.0M.
Firms
45
Matching current profiles
Total AUM
$187.8B
Reported regulatory AUM
Median AUM
$558.0M
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. 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 |
| 4. 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 |
| 5. 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 |
| 6. 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 |
| 7. 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 |
| 8. 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 |
| 9. 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 |
| 10. 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 |
| 11. 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 |
| 12. 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 |
| 13. 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 |
| 14. 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 |
| 15. 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 |
| 16. 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 |
| 17. The Magnolia Group, LLC CRD 171102 · Limited Liability Company | OMAHA, NE | $710.6M Mar 2026 | -$101.3M-12.5% | -$86.8M-10.9% | -$328.8M-31.6% | +$560.6M+373.7% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 18. Cambridge Advisors INC CRD 104851 · Corporation | OMAHA, NE | $693.5M Mar 2026 | +$71.6M+11.5% | +$163.0M+30.7% | +$155.2M+28.8% | +$490.8M+242.2% | +1 employees+20.0% over 3Y | -16 accounts-1.9% over 3Y |
| 19. America First Investment Advisors LLC CRD 106984 · Limited Liability Company | OMAHA, NE | $665.1M Mar 2026 | +$71.4M+12.0% | +$240.1M+56.5% | +$276.8M+71.3% | +$450.6M+210.1% | +1 employees+16.7% over 3Y | +65 accounts+11.7% over 3Y |
| 20. Smart Wealth, LLC CRD 315496 · Limited Liability Company | OMAHA, NE | $632.3M Apr 2026 | +$192.4M+43.7% | +$421.1M+199.4% | — | — | +6 employees+17.1% over 3Y | +1,561 accounts+74.4% over 3Y |
| 21. Stevens Capital Partners CRD 317517 · Corporation | OMAHA, NE | $600.7M May 2026 | +$226.7M+60.6% | +$393.6M+190.1% | — | +$420.7M+233.6% | +15 employees+250.0% over 3Y | +1,227 accounts+134.8% over 3Y |
| 22. Sequent Planning, LLC CRD 160381 · Limited Liability Company | OMAHA, NE | $589.5M May 2026 | +$194.8M+49.4% | +$341.3M+137.5% | +$359.4M+156.3% | +$487.7M+479.0% | +16 employees+18.6% over 3Y | +2,898 accounts+93.0% over 3Y |
| 23. Prairie Wealth Advisors, INC. CRD 165266 · Corporation | OMAHA, NE | $558.0M Mar 2026 | +$85.7M+18.2% | +$136.3M+32.3% | +$207.2M+59.1% | — | -1 employees-12.5% over 3Y | -621 accounts-61.5% over 3Y |
| 24. Westchester Capital Management INC CRD 110961 · Corporation | OMAHA, NE | $556.3M Sep 2025 | +$103.8M+23.0% | +$129.1M+30.2% | +$220.7M+65.7% | +$340.8M+158.1% | -1 employees-12.5% over 3Y | +72 accounts+12.3% over 3Y |
| 25. Arkfeld Wealth Strategies, L.l.c. CRD 293175 · Limited Liability Company | OMAHA, NE | $538.0M Apr 2026 | +$59.0M+12.3% | +$218.9M+68.6% | +$267.8M+99.1% | — | +2 employees+33.3% over 3Y | +580 accounts+35.7% 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.