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
53 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
AMERITAS INVESTMENT PARTNERS, INC.
Lincoln, NE
AUM
$29.01B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
33 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
402-467-6980
AMERITAS ADVISORY SERVICES, LLC
Lincoln, NE
AUM
$13.75B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
366 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
800-335-9858
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
WEALTH MANAGEMENT
Norfolk, NE
AUM
$3.71B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
49 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
402-371-1160
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
ALLEN CAPITAL GROUP, LLC
Grand Island, NE
AUM
$1.50B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
308-385-1500
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
AUM
$952.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
717-336-9229
MCMILL CPA AND ADVISORS
Norfolk, NE
AUM
$862.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
402-371-1160
LINCOLN CAPITAL, LLC
Lincoln, NE
AUM
$844.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
4024831400
BELLWETHER WEALTH
Lincoln, NE
AUM
$784.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
402-476-8844
PROFESSIONAL FINANCIAL ADVISORS, LLC
North Platte, NE
AUM
$769.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
308-534-8210
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
$668.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
321-543-1099
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
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
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