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Top Financial Advisors in Omaha

Thanks to one of the lower costs of living among major cities in the United States, Omaha, Nebraska proves to be one of the most desirable places for people to live and work in the Midwest. Given that, Omaha has a wide range of financial advisors to pick from for any type of situation you may find yourself in. That’s why Benzinga has researched the area to put you in a fruitful position for your future.

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  • $368,302,688
    867
    • Financial planning services
  • CDR# 160381
    $90,397,809
    875
    • Financial planning services
    • Selection of other advisers (including private fund managers)
    • Publication of periodicals or newsletters
    • Educational seminars/workshops
  • CDR# 158935
    $1,665,378,328
    1,237
    • Financial planning services
    • Pension consulting services
  • CDR# 117273
    $963,416,713
    309
    • Financial planning services
    • Pension consulting services
  • $191,791,828
    100
    • Financial planning services
    • Pension consulting services
  • $127,707,956
    112
    • Financial planning services
  • $405,294,758
    178
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • $858,486,188
    1,536
    • Financial planning services
    • Pension consulting services
    • INVESTMENT CONSULTING
  • $239,460,766
    185
    • Financial planning services
    • Pension consulting services
  • $348,002,581
    144
    • Financial planning services
    • Publication of periodicals or newsletters

To determine the top financial advisors in Omaha we poured through all SEC registered advisory firms who have an office in Omaha. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offered both investment management and planning, had no conflicts of interest, had offices in multiple states, have a wrap fee program and have over $50 million in assets under management.

SILVERLEAF ADVISOR GROUP, LLC

CDR# 286071
$368,302,688
867
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
12801 PIERCE STREET SUITE 100
OMAHA NE, 68144
402-934-7200

$368,302,688
867
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

SEQUENT PLANNING, LLC

CDR# 160381
$90,397,809
875
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
8420 WEST DODGE ROAD SUITE 110
OMAHA NE, 68114
402-953-3544

$90,397,809
875
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

WEALTHPLAN PARTNERS

CDR# 158935
$1,665,378,328
1,237
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
101 SOUTH 108TH AVENUE 2ND FLOOR
OMAHA NE, 68154
402-333-5454

$1,665,378,328
1,237
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

LUTZ FINANCIAL

CDR# 117273
$963,416,713
309
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
13616 CALIFORNIA STREET SUITE 200
OMAHA NE, 68154-5336
402-827-2300

$963,416,713
309
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

ARKFELD WEALTH STRATEGIES, L.L.C.

CDR# 293175
$191,791,828
100
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
3512 N. 163RD PLAZA
OMAHA NE, 68116
402-933-1970

$191,791,828
100
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

BAZIS & YOUNG INVESTMENT GROUP LLC

CDR# 148605
$127,707,956
112
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
1065 N. 115TH ST. STE. 130
OMAHA NE, 68154
402-965-3334

$127,707,956
112
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

CAMBRIDGE ADVISORS INC

CDR# 104851
$405,294,758
178
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
17330 WRIGHT STREET, SUITE 205
OMAHA NE, 68130
402-697-1166

$405,294,758
178
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC

CDR# 148674
$858,486,188
1,536
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • INVESTMENT CONSULTING
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
14301 FIRST NATIONAL BANK PARKWAY SUITE 110
OMAHA NE, 68154
402-218-4064

$858,486,188
1,536
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • INVESTMENT CONSULTING
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

KARSTENS INVESTMENT COUNSEL, INC.

CDR# 117977
$239,460,766
185
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
10250 REGENCY CIRCLE SUITE 100
OMAHA NE, 68114-4301
402-492-2727

$239,460,766
185
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges

AMERICA FIRST INVESTMENT ADVISORS LLC

CDR# 106984
$348,002,581
144
Works with high networth individuals
  • Financial planning services
  • Publication of periodicals or newsletters
  • A percentage of assets under your management
10050 REGENCY CIRCLE, SUITE 515
OMAHA NE, 68114-3721
402-991-3388

$348,002,581
144
Works with high networth individuals
  • Financial planning services
  • Publication of periodicals or newsletters
  • A percentage of assets under your management