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WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Omaha, NE

Every SEC-registered investment adviser representative at a firm office in Omaha, with the firms that employ the most of them.

1,923 registered advisors work in Omaha; the most are at Cwm, LLC (270). 273 list the CFP designation and 1,185 are also registered broker representatives.

Firms with the most advisors in Omaha

FirmAdvisors in Omaha
Cwm, LLC270
Charles Schwab & Co., Inc. news201
Orion Portfolio Solutions, LLC news163
Cetera Investment Advisers LLC news95
Mutual Of Omaha Investor Services, Inc.56
Osaic Wealth, Inc. news54
Morgan Stanley news51
Ameriprise Financial Services, LLC news46
LPL Financial LLC news45
Sequent Planning, LLC43
Wells Fargo Clearing Services, LLC news39
Avior Wealth Management, LLC33
Merrill Lynch, Pierce, Fenner & Smith Incorporated news32
UBS Financial Services Inc. news31
Edward Jones news30
Bridges Investment Management Inc.29
D.A. Davidson & Co.23
Raymond James Financial Services Advisors, Inc. news23
State Farm Investment Management Corp.23
Iams Wealth Management, LLC22
RBC Capital Markets, LLC news22
Raymond James & Associates, Inc. news21
Cambridge Investment Research Advisors, Inc. news19
Wealthplan Investment Management LLC19
First National Advisers, LLC18

Advisors in Omaha, A to Z (first 300 of 1,923)

CFP advisors in Omaha →

Other cities in Nebraska

All of Nebraska →

Lincoln 534Norfolk 87Elkhorn 64Grand Island 64Kearney 49Papillion 49Columbus 34Hastings 30North Platte 26Fremont 25Bellevue 20Beatrice 17Scottsbluff 15York 12Nebraska City 11Gretna 10La Vista 10Wayne 10Seward 9Alliance 8Holdrege 8McCook 8Bennington 7Blair 7

Questions

How many financial advisors are in Omaha, NE?

1,923 investment adviser representatives are registered at firm offices in Omaha, Nebraska, according to the SEC's Investment Adviser Public Disclosure records. 1,185 of them are also registered as broker representatives, and 273 list the CFP designation.

Which firm has the most financial advisors in Omaha?

Cwm, LLC, with 270 registered advisors in Omaha, followed by Charles Schwab & Co., Inc. with 201.

How do I check a financial advisor in Omaha?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.