CWM, LLC
Omaha, NE
AUM
$50.58B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
472 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
402-330-0808
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NE, OMAHA
48 advisers found
BRIDGES INVESTMENT MANAGEMENT INC
Omaha, NE
AUM
$11.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
402-397-4700
MUTUAL ADVISORS, LLC
Omaha, NE
AUM
$8.55B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
158 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
307-439-6357
AVIOR WEALTH MANAGEMENT, LLC
Omaha, NE
AUM
$6.46B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
125 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
402-218-4064
LUTZ FINANCIAL
Omaha, NE
AUM
$3.19B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
402-827-2300
PRIVATE WEALTH ASSET MANAGEMENT
Omaha, NE
AUM
$2.52B
Financial PlanningWealth MgmtTrusts & Estates
Team
22 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
402-227-4208
WEALTHPLAN INVESTMENT MANAGEMENT LLC
Omaha, NE
AUM
$2.19B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
402-691-0200
IRONVINE CAPITAL PARTNERS, LLC
Omaha, NE
AUM
$1.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
402-916-1705
WEALTHPLAN PARTNERS
Omaha, NE
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
402-691-0200
CAMBRIDGE ADVISORS INC
Omaha, NE
AUM
$693.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
402-697-1166
AUM
$665.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM
402-991-3388
SMART WEALTH, LLC
Omaha, NE
AUM
$632.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
402-369-7777
STEVENS CAPITAL PARTNERS
Omaha, NE
AUM
$600.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
402-251-5800
SEQUENT PLANNING, LLC
Omaha, NE
AUM
$589.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
76 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
402-953-3544
PRAIRIE WEALTH ADVISORS, INC.
Omaha, NE
AUM
$558.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
402-505-6810
ARKFELD WEALTH STRATEGIES, L.L.C.
Omaha, NE
AUM
$538.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
402-933-1970
IAMS WEALTH MANAGEMENT, LLC
Omaha, NE
AUM
$397.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
53 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
(888)255-7670
MOREY & QUINN WEALTH PARTNERS
Omaha, NE
AUM
$373.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(402) 502-9900
CORNERSTONE FINANCIAL GROUP,LLC
Omaha, NE
AUM
$292.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
402-758-0700
HILEY HUNT WEALTH MANAGEMENT, INC.
Omaha, NE
AUM
$289.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
402-504-9347
AUM
$258.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
402-391-1021
BAZIS PRIVATE WEALTH, LLC
Omaha, NE
AUM
$244.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
402-965-3334
REVOLUTION CAPITAL, LLC
Omaha, NE
AUM
$241.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
402-933-3371
TRUE MEASURE WEALTH MANAGEMENT
Omaha, NE
AUM
$241.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
402-342- 1400
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