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 Trusts & Estates advisors in NE, OMAHA
57 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
WEITZ INVESTMENT MANAGEMENT, INC.
Omaha, NE
AUM
$8.08B
Wealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM
402-391-1980
FIRST NATIONAL ADVISERS, LLC
Omaha, NE
AUM
$7.37B
Wealth MgmtTrusts & EstatesInstitutional
Team
20 advisors
Clients
—
Fees
Percentage of AUM
(800) 538-7298
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
PRODIGY ASSET MANAGEMENT LLC
Omaha, NE
AUM
$2.44B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
402-493-9875
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
TRIBUTARY CAPITAL MANAGEMENT, LLC
Omaha, NE
AUM
$1.90B
Wealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM
877-458-0021
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
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
AUM
$428.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
402-392-2606
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
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