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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

71 firms manage $251 billionNebraska

Open in the Atlas screener

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  1. 8480
    Lawson Kroeker Investment Management IncOmaha, NE · 142 clientsWealth manager
    U.S. Bank 60%
    $429M
  2. 8818
    Iams Wealth Management, LLCOmaha, NE · 1,633 clientsWealth managerHybridAmerican Elm Distribution Partners, LLC
    Schwab 100%
    $397M
  3. 9122
    Morey & Quinn Wealth PartnersOmaha, NE · 548 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $373M
  4. 9173
    Stonebridge Wealth Systems LLCKearney, NE · 931 clientsWealth managerHybrid
    Fidelity Distributors Company 62%Schwab 38%
    $369M
  5. 9445
    Pflug Koory, LLCOmaha, NE · 124 clientsWealth manager
    No custodian reported
    $347M
  6. 10157
    Wealth Advisors Network, Inc.Hastings, NE · 494 clientsWealth managerHybrid
    Fidelity 90%
    $300M
  7. 10290
    Cornerstone Financial Group,llcOmaha, NE · 349 clientsWealth manager
    Schwab 100%
    $292M
  8. 10336
    Hiley Hunt Wealth Management, Inc.Omaha, NE · 265 clientsWealth manager
    Schwab 100%
    $290M
  9. 10583
    HBE Wealth Management, LLCLincoln, NE · 258 clientsWealth manager
    Fidelity 100%
    $277M
  10. 10641
    Interalpen Partners, LLCOmaha, NE · 9 clientsPrivate fund adviser
    No custodian reported
    $274M
  11. 10910
    Nabity-Jensen Investment Management, Inc.Omaha, NE · 92 clientsWealth managerHybrid
    Schwab 100%
    $258M
  12. 11206
    Bazis Private Wealth, LLCOmaha, NE · 210 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $244M
  13. 11246
    Revolution Capital, LLCOmaha, NE · 192 clientsWealth manager
    Schwab 100%
    $242M
  14. 11253
    True Measure Wealth ManagementOmaha, NE · 105 clientsWealth manager
    SEI 98%
    $242M
  15. 11288
    Keystone Financial Services, LLCOmaha, NE · 1,043 clientsWealth managerHybrid
    Schwab 100%
    $240M
  16. 11390
    R2 Wealth Management PartnersLincoln, NE · 430 clientsWealth manager
    Schwab 100%
    $236M
  17. 11800
    Capital Consulting & Asset ManagementLincoln, NE · 180 clientsWealth managerHybrid
    Fidelity 100%
    $219M
  18. 12211
    Blue CapitalOmaha, NE · 443 clientsWealth manager
    Schwab 100%
    $201M
  19. 12828
    Panorama Point Partners, LLCOmaha, NE · 15 clientsPrivate fund adviser
    No custodian reported
    $178M
  20. 12980
    Leibman Financial Servces, Inc.Louisville, NE · 270 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $173M
  21. 12999
    Walnut Private Equity Partners, LLCOmaha, NE · 2 clientsWealth manager
    BNY 93%
    $173M
  22. 13031
    Ellerbrock-Norris Wealth Strategies LLCOmaha, NE · 85 clientsWealth manager
    Schwab 100%
    $172M
  23. 13431
    Garnett Investment StrategiesBeatrice, NE · 331 clientsWealth manager
    Schwab 100%
    $158M
  24. 13682
    Intentional Retirement, LLCOmaha, NE · 293 clientsWealth manager
    Schwab 100%
    $150M
  25. 13939
    Allstate Financial Advisors, LLCLincoln, NE · 397 clientsWealth managerPublic-company ownedHybridAllstate Financial Services, LLC
    No custodian reported
    $142M
  26. 14006
    Agman CapitalOmaha, NE · 2 clientsAsset manager
    Schwab 100%
    $140M
  27. 14826
    Fairway Asset Management, LLCOmaha, NE · 83 clientsWealth manager
    No custodian reported
    $117M
  28. 14874
    Paradigm Wealth ManagementLincoln, NE · 351 clientsWealth manager
    Schwab 100%
    $116M
  29. 14979
    Financial Design Group, LLCLavista, NE · 210 clientsWealth manager
    Wells Fargo 100%
    $113M
  30. 16087
    Mutual of Omaha Investor Services, Inc.Omaha, NE · 7,025 clientsBroker-dealer firmHybrid
    Pershing 100%
    $32M
  31. 16998
    Milemarker Investment Solutions, LLCLincoln, NEAsset manager
    No custodian reported
    $0

RIAs by state