RIA firms in Nebraska
2,378 RIA firms are registered or notice filed in Nebraska: 135 state registered and 2,243 federally registered. 116 are headquartered here.
Another 26 state registered advisers with no address on file are registered only in Nebraska. 2 exempt reporting advisers also file in Nebraska and are not counted as RIA firms. #36 of 52 by RIA firms headquartered.
The largest RIA firms headquartered in Nebraska, by adviser headcount.
| Firm | Advisers | Reported AUM | Registration | City |
|---|---|---|---|---|
| CWM, LLC | 630 | $50.6B | Federally registered | Omaha |
| Ameritas Advisory Services, LLC | 548 | $13.7B | Federally registered | Lincoln |
| Allstate Financial Advisors, LLC | 329 | $142M | Federally registered | Lincoln |
| Mutual of Omaha Investor Services, Inc.also a Broker Dealer | 282 | $32M | Federally registered | Omaha |
| Orion Portfolio Solutions, LLC | 198 | $64.8B | Federally registered | Omaha |
| Mutual Advisors, LLC | 154 | $8.5B | Federally registered | Omaha |
| Sequent Planning, LLC | 99 | $589M | Federally registered | Omaha |
| Avior Wealth Management, LLC | 70 | $6.5B | Federally registered | Omaha |
| Iams Wealth Management, LLC | 53 | $397M | Federally registered | Elkhorn |
| Wealth Management | 45 | $3.7B | Federally registered | Norfolk |
Most advisers based in Nebraska
Advisers registered and working in Nebraska, by firm, wherever the firm is headquartered.
Reported AUM
Of the RIA firms headquartered in Nebraska that report assets. Advisers each report the assets they manage, so assets one firm sub-advises for another are counted by both.
- Total reported
- $251B
- Firms reporting
- 96
- Median, federally registered
- $547M
- Median, state registered
- $30.6M
One firm reports 26% of Nebraska's reported AUM.
How they charge
Share of the 110 firms headquartered here that report their fees.
Who they serve
Share of the 97 firms headquartered here that report their client types.
Cities
RIA firms headquartered in each city.
Newly registered firms
RIA firms headquartered here, by the year they first registered.
Every firm, every rep, one record.
A registration lookup shows one firm or one person at a time. Accupoint connects them: each firm with its filings, its offices, its executives and every rep and adviser who works there, each of them on their own record across insurance, Broker Dealer and advisory data.
Size, registrations and practice
Reported AUM, accounts and employees where filed, registrations by state, fee structure, client types and services.
Executives and every rep
Executive officers and the reps and advisers at each firm, with their licenses, registrations and employment history.
Headquarters and branches
Where each firm is based and, for Broker Dealers, every branch office with the reps who work there.
Search, CRM, Claude and ChatGPT
Search and export firms and their people, push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Nebraska RIA firms, answered.
How many RIA firms are registered in Nebraska?
2,378 RIA firms are registered or notice filed in Nebraska: 135 state registered and 2,243 federally registered. 116 are headquartered there.
Which RIA firms in Nebraska have the most advisers?
CWM, LLC (630 advisers), Ameritas Advisory Services, LLC (548 advisers) and Allstate Financial Advisors, LLC (329 advisers).
How much do RIA firms in Nebraska manage?
The 96 RIA firms headquartered in Nebraska that report assets report $251B in total. The median is $547M for federally registered firms and $30.6M for state registered firms.
What is the difference between state and federally registered RIA firms?
Smaller advisers register with the states where they work. Larger advisers register federally and notice file in the states where they have clients, so both appear here.
Can I send these firms to my CRM or ask about them from Claude or ChatGPT?
Yes, on a plan that includes them. Push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Is Accupoint a government agency?
No. Accupoint is an independent data company, not a government agency and not a consumer reporting agency.
Registered or notice filed in Nebraska counts state registered firms and federally registered firms that notice file in the state; exempt reporting advisers are not counted as RIA firms. Headquartered means the firm's main office address. Reported AUM is as each firm reports it. Each firm is counted once.
Accupoint is an independent data company, not a government agency. Accupoint is not a consumer reporting agency.
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