Asset manager · Omaha, NE
Bridges Investment Management Inc
SEC-registered investment adviser · CRD 108028 · SEC 801-57056
At a glance
Bridges Investment Management Inc is an SEC-registered investment adviser based in Omaha, Nebraska, with $11.3 billion in regulatory assets under management as of its Form ADV filed September 11, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 1,671 individual clients. By Form ADV it is a asset manager, ranked 490th of 3,218 asset managers and 1,264th of 17,210 SEC-registered advisers by assets.
Main office 402-397-4700bridgesinv.comAs filed on Form ADV
- Regulatory AUM
- $11B
- Rank among asset managers
- #490 of 3,218
- Rank among all SEC RIAs
- #1,264 of 17,210
- Rank in Nebraska
- #5 of 71
- Individual clients
- 1,671
- High-net-worth clients
- 752
- Accounts
- 3,175
- Discretionary
- 97% of AUM
- Employees
- 79
- Advisory staff
- 30
- Offices
- 1
Owners and executives on its Form ADV
- Douglas R. PlahnSenior Vice President & Director
- Michael G. AppSenior Vice President, & Director
- Nicholas A. WilwerdingChief Executive Officer, President, Chairman, Director
- Megan M. McMurryExecutive Vice President
- Riley N HickmanChief Operating Officer, Executive Vice President, Director
- Marietta E. LuellenExecutive Vice President
- Jack J. HolmesChief Investment Officer, Senior Vice President, Director
- Pamela S. SchulteTreasurer and Director of Finance
- Robert T. BaldiChief Compliance Officer and Secretary
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 752 | $5.2B | 46% |
| Charitable organizations | 110 | $3.1B | 27% |
| Corporations or other businesses | 88 | $2.3B | 20% |
| Individuals | 919 | $379M | 3% |
| Investment companies | 1 | $226M | 2% |
| Pooled investment vehicles | 1 | $74M | <1% |
| Pension and profit sharing plans | 4 | $33M | <1% |
Private funds
Bridges Investment Management Inc reports 1 private funds with $74M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Bridges Investment Management Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗bridgesinv.com ↗
AtlasMembers
The full record on Bridges Investment Management Inc
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 525 peers of its type and size
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- Owners and executives, with titles and stakes
- 9 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Bridges Investment Management Inc manage?
Bridges Investment Management Inc reports $11.3 billion in regulatory assets under management across 3,175 accounts, 97% of it on a discretionary basis, on its Form ADV filed September 11, 2026.
What kind of firm is Bridges Investment Management Inc?
Bridges Investment Management Inc is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Bridges Investment Management Inc’s clients?
By assets, its largest client types are high-net-worth individuals ($5.2 billion, 752 clients); charitable organizations ($3.1 billion, 110 clients); corporations or other businesses ($2.3 billion, 88 clients).
Does Bridges Investment Management Inc manage private funds?
Yes. It reports 1 private funds with $74 million in gross assets, including private equity funds.
Does Bridges Investment Management Inc have any disciplinary history?
Bridges Investment Management Inc reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Bridges Investment Management Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-11), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →