Nebraska · 17 advisers
Financial Advisors in Lincoln, Nebraska
Looking for a financial advisor in Lincoln, Nebraska? Falists indexes 17 SEC-registered and state-registered investment advisers in Lincoln — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 15 firms list a website you can visit directly. Firms in this directory manage up to $29.01B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
17
With website
15
Largest AUM
$29.01B
Financial planning
12
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Lincoln
Ranked by AUM · Fees, team & specialties at a glance
AMERITAS INVESTMENT PARTNERS, INC.
Lincoln, NE
AUM
$29.01B
Team
33 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
402-467-6980
AMERITAS ADVISORY SERVICES, LLC
Lincoln, NE
AUM
$13.75B
Team
366 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
800-335-9858
PITTENGER & ANDERSON INC
Lincoln, NE
AUM
$3.03B
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM; FLAT FEE FOR FINANCIAL PLANS FOR NON-AUM CLIENT
402-328-8800
LINCOLN CAPITAL, LLC
Lincoln, NE
AUM
$844.8M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
4024831400
BELLWETHER WEALTH
Lincoln, NE
AUM
$784.0M
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
402-476-8844
FLAGSTONE FINANCIAL MANAGEMENT, LLC
Lincoln, NE
AUM
$467.8M
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
402-413-0440
PLAN A WEALTH, LLC
Lincoln, NE
AUM
$433.8M
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
402-975-8008
HBE WEALTH MANAGEMENT, LLC
Lincoln, NE
AUM
$277.4M
Team
5 advisors
Clients
0
Fees
Percentage of AUM
402-423-4343
R2 WEALTH MANAGEMENT PARTNERS
Lincoln, NE
AUM
$236.0M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
402-489-9375
CAPITAL CONSULTING & ASSET MANAGEMENT
Lincoln, NE
AUM
$218.7M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
402-477-2500
PARADIGM WEALTH MANAGEMENT
Lincoln, NE
AUM
$116.3M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
531-333-2728
MJB FINANCIAL PLANNING
Lincoln, NE
AUM
$60.2M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
402-413-1097
P23 FINANCIAL, INC
Lincoln, NE
AUM
—
Team
1 advisors
Clients
0
Fees
Fixed fees; REFERRAL FEES
402-486-3777
SIPHERD WEALTH MANAGEMENT, LLC
Lincoln, NE
AUM
—
Team
1 advisors
Clients
11-25
Fees
Fixed fees; SELECTION OF OTHER ADVISERS FEES
(402) 488-5656
WHITETAIL ROCK CAPITAL MANAGEMENT, LLC
Lincoln, NE
AUM
$3.28B
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
402-458-2243
ALLSTATE FINANCIAL ADVISORS, LLC
Lincoln, NE
AUM
$142.4M
Team
341 employees
Clients
0
Fees
THIRD PARTY ADVISORY FEES
877-232-2142
More cities in Nebraska
Common questions
- How many financial advisors are in Lincoln, Nebraska?
- 17 registered investment advisers are listed in our Lincoln directory, sourced from public SEC filings.
- What types of advisors are in Lincoln?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Lincoln?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.