AUM
$668.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
321-543-1099
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NE
57 advisers found
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
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
OLDFATHER FINANCIAL SERVICES
Kearney, NE
AUM
$556.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
308-237-4571
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
FLAGSTONE FINANCIAL MANAGEMENT, LLC
Lincoln, NE
AUM
$467.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
402-975-8008
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
PFLUG KOORY, LLC
Omaha, NE
AUM
$347.0M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
402-691-0988
WEALTH ADVISORS NETWORK, INC.
Hastings, NE
AUM
$300.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; REFERRAL FEES FROM THIRD PARTY MONEY MANAGER
402-463-6769
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
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
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
CAPITAL CONSULTING & ASSET MANAGEMENT
Lincoln, NE
AUM
$218.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
402-477-2500
AUM
$175.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
402-599-9568
GARNETT INVESTMENT STRATEGIES
Beatrice, NE
AUM
$158.0M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
402-223-3433
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