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Find Retirement Advisors for Retirement Planning in Nebraska, Alliance
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
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Top 15 Retirement Planning firms in Alliance, Nebraska (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 17605 Wright St, Omaha, NE, 68130 | $53,844,463,960 | 299169 | 404 | A percentage of AUM, Fixed fees, Performance Based |
| 2 | 5945 R Street, Lincoln, NE, 68505-3402 | $24,871,650,720 | 1982 | 50 | A percentage of AUM, Fixed fees, Other (VARIOUS MORTGAGE LOAN, BRIDGE LOAN AND REAL ESTATE FEES) |
| 3 | 13333 California St, Suite 500 Omaha, NE, 68154 | $9,882,583,283 | 2646 | 76 | A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING) |
| 4 | 14010 Fnb Parkway, Suite 200 Omaha, NE, 68154 | $6,237,040,948 | 4052 | 37 | A percentage of AUM |
| 5 | 3555 Farnam Street, Suite 800 Omaha, NE, 68131-3312 | $5,153,814,823 | 20 | 37 | A percentage of AUM |
| 6 | 14301 First National Bank Parkway, Suite 410 Omaha, NE, 68154 | $5,083,670,234 | 4385 | 201 | A percentage of AUM, Fixed fees |
| 7 | 1601 Dodge Street, Suite 3800 Omaha, NE, 68102 | $4,030,326,449 | 12 | 29 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| 8 | 13710 Fnb Parkway, Suite 205, Omaha, NE, 68154 | $3,360,649,795 | 201 | 9 | A percentage of AUM |
| 9 | 5533 S. 27th Street, Suite 201 Lincoln, NE, 68512 | $3,311,270,399 | 2126 | 14 | A percentage of AUM, Other (FLAT FEE FOR FINANCIAL PLANS FOR NON-AUM CLIENT) |
| 10 | 121 South 13th Street, Suite 100 Lincoln, NE, 68508-1911 | $3,273,838,712 | 9 | 3 | A percentage of AUM, Performance Based |
| 11 | 125 South 4th Street, Norfolk, NE, 68701 | $2,782,818,058 | 3482 | 60 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 13616 California Street, Suite 300 Omaha, NE, 68154-5336 | $2,279,041,520 | 2186 | 20 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 1620 Dodge Street, Stop 3399 Omaha, NE, 68197 | $2,134,689,805 | 813 | 16 | A percentage of AUM |
| 14 | 14600 Branch St., Omaha, NE, 68154 | $1,953,744,394 | 13359 | 7 | A percentage of AUM |
| 15 | 1100 Capitol Avenue, Suite 200 Omaha, NE, 68102 | $1,874,861,239 | 1849 | 37 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Alliance, Nebraska
QualificationsFirm CRD# 107975
Assets Under Management $53,844,463,960
No. Of Clients299169
Clients Per Financial Advisor741
ORION PORTFOLIO SOLUTIONS, LLC is a financial advisory firm situated in Omaha, Nebraska. With a nearly $54B assets under management, the firm specializes in crafting personalized retirement planning solutions for 299169 clients. The team consists of 404 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (PORTFOLIO MANAGEMENT FOR EDUCATIONAL SAVINGS & ABLE PLANS)
QualificationsFirm CRD# 109381
Assets Under Management $24,871,650,720
No. Of Clients1982
Clients Per Financial Advisor40
AMERITAS INVESTMENT PARTNERS, INC. is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1982 clients. The team consists of 50 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (VARIOUS MORTGAGE LOAN
- BRIDGE LOAN AND REAL ESTATE FEES)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (MORTGAGE LOAN AND REAL ESTATE ORIGINATION, MANAGEMENT AND SERVICING)
QualificationsFirm CRD# 108028
Assets Under Management $9,882,583,283
No. Of Clients2646
Clients Per Financial Advisor35
BRIDGES INVESTMENT MANAGEMENT INC is a financial advisory firm situated in Omaha, Nebraska. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2646 clients. The team consists of 76 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (CONSULTING)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (SECURITIES RESEARCH SERVICES)
QualificationsFirm CRD# 277146
Assets Under Management $6,237,040,948
No. Of Clients4052
Clients Per Financial Advisor110
FIRST NATIONAL ADVISERS, LLC is a financial advisory firm situated in Omaha, Nebraska. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4052 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 105088
Assets Under Management $5,153,814,823
No. Of Clients20
Clients Per Financial Advisor1
WEITZ INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Omaha, Nebraska. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 148674
Assets Under Management $5,083,670,234
No. Of Clients4385
Clients Per Financial Advisor22
AVIOR WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Omaha, Nebraska. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4385 clients. The team consists of 201 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (INVESTMENT CONSULTING)
QualificationsFirm CRD# 158782
Assets Under Management $4,030,326,449
No. Of Clients12
Clients Per Financial Advisor0
MCCARTHY CAPITAL is a financial advisory firm situated in Omaha, Nebraska. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 29 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SEE SCHEDULE D - MISCELLANEOUS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)
QualificationsFirm CRD# 106457
Assets Under Management $3,360,649,795
No. Of Clients201
Clients Per Financial Advisor22
PRODIGY ASSET MANAGEMENT LLC is a financial advisory firm situated in Omaha, Nebraska. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 201 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 111033
Assets Under Management $3,311,270,399
No. Of Clients2126
Clients Per Financial Advisor152
PITTENGER & ANDERSON INC is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2126 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (FLAT FEE FOR FINANCIAL PLANS FOR NON-AUM CLIENT)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 156675
Assets Under Management $3,273,838,712
No. Of Clients9
Clients Per Financial Advisor3
WHITETAIL ROCK CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 137080
Assets Under Management $2,782,818,058
No. Of Clients3482
Clients Per Financial Advisor58
WEALTH MANAGEMENT is a financial advisory firm situated in Norfolk, Nebraska. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3482 clients. The team consists of 60 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (SUB-ADVISOR AND BACK OFFICE SUPPORT SERVICES)
QualificationsFirm CRD# 117273
Assets Under Management $2,279,041,520
No. Of Clients2186
Clients Per Financial Advisor109
LUTZ FINANCIAL is a financial advisory firm situated in Omaha, Nebraska. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2186 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 112528
Assets Under Management $2,134,689,805
No. Of Clients813
Clients Per Financial Advisor51
TRIBUTARY CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Omaha, Nebraska. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 813 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 291744
Assets Under Management $1,953,744,394
No. Of Clients13359
Clients Per Financial Advisor1908
CARSON GROUP INVESTING is a financial advisory firm situated in Omaha, Nebraska. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13359 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 315819
Assets Under Management $1,874,861,239
No. Of Clients1849
Clients Per Financial Advisor50
PRIVATE WEALTH ASSET MANAGEMENT is a financial advisory firm situated in Omaha, Nebraska. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1849 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
- Other (401K ADVISORY SERVICES)
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