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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

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 370
    Orion Portfolio Solutions, LLCOmaha, NE · 187,975 clientsWealth managerWrap sponsorHybridBrinker Capital Securities, LLC, clears through National Financial Services (Fidelity)
    Fidelity 51%Schwab 49%
    $65B
  2. 424
    CWM, LLCOmaha, NE · 52,669 clientsWealth managerHybridCarson Group Brokerage, LLC, Northwest Capital Management Inc
    Schwab 70%Fidelity 30%
    $51B
  3. 675
    Ameritas Investment Partners, Inc.Lincoln, NE · 2,513 clientsAsset managerHybridAmeritas Investment Company, LLC, clears through National Financial Services (Fidelity)
    J.P. Morgan 100%
    $29B
  4. 1112
    Ameritas Advisory Services, LLCLincoln, NE · 29,718 clientsWealth managerHybridAmeritas Investment Company, LLC, clears through National Financial Services (Fidelity)
    Fidelity 67%Schwab 33%
    $14B
  5. 1264
    Bridges Investment Management IncOmaha, NE · 1,875 clientsAsset manager
    Bridges Trust 70%Schwab 30%
    $11B
  6. 1425
    Mutual Advisors, LLCOmaha, NE · 9,960 clientsWealth managerWrap sponsorHybridMutual Securities, Inc.
    Fidelity 57%Schwab 43%
    $9.4B
  7. 1559
    Weitz Investment Management, Inc.Omaha, NE · 18 clientsAsset managerHybridWeitz Securities, Inc.
    Schwab 100%
    $8.1B
  8. 1643
    First National Advisers, LLCOmaha, NE · 1,145 clientsAsset managerAffiliated broker-dealerNorthland Securities, Inc.
    First National Bank of Omaha 72%Raymond James 25%
    $7.4B
  9. 1782
    Avior Wealth Management, LLCOmaha, NE · 4,894 clientsWealth managerHybrid
    Schwab 71%Fidelity 29%
    $6.5B
  10. 2498
    M-One CapitalOmaha, NE · 11 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  11. 2522
    Wealth ManagementNorfolk, NE · 4,751 clientsAsset manager
    Schwab 100%
    $3.7B
  12. 2685
    Whitetail Rock Capital Management, LLCLincoln, NE · 4 clientsAsset manager
    Union Bank & Trust 100%
    $3.3B
  13. 2734
    Lutz FinancialOmaha, NE · 1,031 clientsWealth manager
    Schwab 81%
    $3.2B
  14. 2808
    Pittenger & Anderson IncLincoln, NE · 920 clientsWealth manager
    Schwab 100%
    $3.0B
  15. 3155
    Private Wealth Asset ManagementOmaha, NE · 559 clientsWealth manager
    Fidelity Distributors Company 100%
    $2.5B
  16. 3233
    Prodigy Asset Management LLCOmaha, NE · 93 clientsAsset manager
    Schwab 82%
    $2.4B
  17. 3450
    Wealthplan Investment Management LLCOmaha, NE · 2,145 clientsWealth manager
    Schwab 100%
    $2.2B
  18. 3575
    Carson Group InvestingOmaha, NEAsset managerHybridCarson Group Brokerage, LLC, Northwest Capital Management Inc
    Schwab 69%Fidelity 31%
    $2.0B
  19. 3749
    Tributary Capital Management, LLCOmaha, NE · 271 clientsAsset managerHybridNorthland Securities, Inc.
    First National Bank of Omaha 73%Schwab 27%
    $1.9B
  20. 4256
    Allen Capital Group, LLCGrand Island, NE · 2,274 clientsWealth manager
    Schwab 100%
    $1.5B
  21. 4980
    Ironvine Capital Partners, LLCOmaha, NE · 170 clientsAsset manager
    Schwab 100%
    $1.1B
  22. 5039
    Wealthplan PartnersOmaha, NE · 1,711 clientsWealth managerHybrid
    Schwab 100%
    $1.1B
  23. 5848
    McMill CPA and AdvisorsNorfolk, NE · 5,656 clientsWealth manager
    Schwab 100%
    $862M
  24. 5914
    Lincoln Capital, LLCLincoln, NE · 1,266 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $845M
  25. 6043
    Stevens Capital PartnersOmaha, NE · 681 clientsWealth manager
    Fidelity 72%Schwab 28%
    $810M
  26. 6172
    Bellwether WealthLincoln, NE · 504 clientsWealth manager
    Schwab 100%
    $784M
  27. 6231
    Professional Financial Advisors, LLCNorth Platte, NE · 3,345 clientsWealth managerWrap sponsor
    Schwab 100%
    $770M
  28. 6496
    The Magnolia Group, LLCOmaha, NE · 2 clientsPrivate fund adviser
    Schwab 100%
    $711M
  29. 6582
    Cambridge Advisors IncOmaha, NE · 287 clientsWealth manager
    Schwab 100%
    $694M
  30. 6590
    Westchester Capital Management IncOmaha, NE · 469 clientsWealth manager
    Schwab 100%
    $691M
  31. 6612
    Smart Wealth, LLCOmaha, NE · 1,012 clientsWealth manager
    Fidelity 89%
    $686M
  32. 6729
    America First Investment Advisors LLCOmaha, NE · 266 clientsWealth manager
    Schwab 100%
    $665M
  33. 7162
    Sequent Planning, LLCOmaha, NE · 6,015 clientsWealth managerHybrid
    Schwab 100%
    $589M
  34. 7394
    Prairie Wealth Advisors, Inc.Omaha, NE · 389 clientsWealth manager
    Fidelity 64%Schwab 36%
    $558M
  35. 7403
    Oldfather Financial ServicesKearney, NE · 448 clientsWealth manager
    Schwab 100%
    $556M
  36. 7534
    Arkfeld Wealth Strategies, L.L.C.Omaha, NE · 937 clientsWealth manager
    Schwab 100%
    $538M
  37. 8099
    Flagstone Financial Management, LLCLincoln, NE · 353 clientsWealth manager
    LPL Financial 100%
    $468M
  38. 8186
    First Nebraska Financial ServicesNorth Platte, NE · 474 clientsWealth managerHybrid
    Schwab 100%
    $458M
  39. 8398
    Arnold Weitz & CoElkhorn, NE · 34 clientsWealth managerHybrid
    Raymond James 100%
    $438M
  40. 8436
    Plan A Wealth, LLCLincoln, NE · 658 clientsWealth managerHybrid
    Schwab 100%
    $434M

RIAs by state