ORION PORTFOLIO SOLUTIONS, LLC
Omaha, NE
AUM
$64.84B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
47 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
859-426-2000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NE, OMAHA
29 advisers found
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
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
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
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
WESTCHESTER CAPITAL MANAGEMENT INC
Omaha, NE
AUM
$556.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
402-392-2418
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
AUM
$258.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
402-391-1021
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
KEYSTONE FINANCIAL SERVICES, LLC
Omaha, NE
AUM
$240.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(402) 392-1212
AUM
$171.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(402) 884-1320
INTENTIONAL RETIREMENT, LLC
Omaha, NE
AUM
$150.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
402-885-9090
FAIRWAY ASSET MANAGEMENT, LLC
Omaha, NE
AUM
$117.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
(402) 932-4630
CLARK WEALTH STRATEGIES, INC
Omaha, NE
AUM
$53.0M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; CONSULTING FEES
402-504-3531
TECKMEYER FINANCIAL SERVICES, L.L.C.
Omaha, NE
AUM
$51.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
402-331-8600
LEXUS WEALTH MANAGEMENT
Omaha, NE
AUM
$42.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
402-454-7222
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