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Find Retirement Advisors for Retirement Planning in Alliance, Nebraska

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 you 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.

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Top 15 Retirement Planning firms in Alliance, Nebraska (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
ORION PORTFOLIO SOLUTIONS, LLC
17605 Wright St,
Omaha, NE, 68130
$53,283,016,878176366326
A Percentage of AUM, Fixed Fees, Performance Based
2
SECURITIES AMERICA ADVISORS, INC.
12325 Port Grace Blvd.,
La Vista, NE, 68128-8204
$38,163,842,1602002283748
A Percentage of AUM, Hourly charges, Fixed Fees
3
AMERITAS INVESTMENT PARTNERS, INC.
5945 R Street,
Lincoln, NE, 68505-3402
$23,108,472,280182350
A Percentage of AUM, Fixed Fees, Other (VARIOUS MORTGAGE LOAN, BRIDGE LOAN AND REAL ESTATE FEES)
4
CWM, LLC
14600 Branch St.,
Omaha, NE, 68154
$19,943,561,186969561111
A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR FEES FROM OTHER INVESTMENT ADVISORS)
5
AMERITAS ADVISORY SERVICES, LLC
5900 O Street,
Lincoln, NE, 68510
$8,534,798,48435218592
A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR FEES)
6
BRIDGES INVESTMENT MANAGEMENT INC
13333 California St, Suite 500
Omaha, NE, 68154
$7,549,835,558227775
A Percentage of AUM, Hourly charges, Fixed Fees, Other (CONSULTING)
7
ARBOR POINT ADVISORS
12325 Port Grace Blvd.,
Lavista, NE, 68128
$6,428,973,356307891844
A Percentage of AUM, Hourly charges, Fixed Fees
8
MUTUAL ADVISORS, LLC
9140 W Dodge Road, Suite 230
Omaha, NE, 68114
$5,305,999,27820842262
A Percentage of AUM, Hourly charges, Fixed Fees
9
WEITZ INVESTMENT MANAGEMENT, INC.
1125 South 103rd Street, Suite 200
Omaha, NE, 68124-1071
$3,604,320,0812436
A Percentage of AUM
10
WHITETAIL ROCK CAPITAL MANAGEMENT, LLC
121 South 13th Street, Suite 100
Lincoln, NE, 68508-1911
$3,524,536,28393
A Percentage of AUM, Performance Based
11
PRODIGY ASSET MANAGEMENT LLC
13710 Fnb Parkway, Suite 205,
Omaha, NE, 68154
$3,393,279,4762649
A Percentage of AUM
12
MCCARTHY CAPITAL
1601 Dodge Street, Suite 3800
Omaha, NE, 68102
$2,899,792,2291029
A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
13
AVIOR WEALTH MANAGEMENT, LLC
14301 First National Bank Parkway, Suite 110
Omaha, NE, 68154
$2,422,058,9273166122
A Percentage of AUM, Fixed Fees
14
FIRST NATIONAL ADVISERS, LLC
14010 Fnb Parkway, Suite 200
Omaha, NE, 68154
$2,420,210,912179437
A Percentage of AUM
15
WEALTH MANAGEMENT
125 South 4th Street,
Norfolk, NE, 68701
$2,348,931,303333460
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Alliance, Nebraska

QualificationsFirm CRD# 107975

Assets Under Management $53,283,016,878

No. Of Clients176366

Clients Per Financial Advisor541

ORION PORTFOLIO SOLUTIONS, LLC is a financial advisory firm situated in Omaha, Nebraska. With a nearly $53B assets under management, the firm specializes in crafting personalized retirement planning solutions for 176366 clients. The team consists of 326 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 110518

Assets Under Management $38,163,842,160

No. Of Clients200228

Clients Per Financial Advisor53

SECURITIES AMERICA ADVISORS, INC. is a financial advisory firm situated in La Vista, Nebraska. With a nearly $38B assets under management, the firm specializes in crafting personalized retirement planning solutions for 200228 clients. The team consists of 3748 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 109381

Assets Under Management $23,108,472,280

No. Of Clients1823

Clients Per Financial Advisor36

AMERITAS INVESTMENT PARTNERS, INC. is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $23B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1823 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
  • Portfolio Management for Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 155344

Assets Under Management $19,943,561,186

No. Of Clients96956

Clients Per Financial Advisor87

CWM, LLC is a financial advisory firm situated in Omaha, Nebraska. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 96956 clients. The team consists of 1111 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 (SOLICITOR FEES FROM OTHER INVESTMENT ADVISORS)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 317245

Assets Under Management $8,534,798,484

No. Of Clients35218

Clients Per Financial Advisor59

AMERITAS ADVISORY SERVICES, LLC is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 35218 clients. The team consists of 592 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 (SOLICITOR FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 108028

Assets Under Management $7,549,835,558

No. Of Clients2277

Clients Per Financial Advisor30

BRIDGES INVESTMENT MANAGEMENT INC is a financial advisory firm situated in Omaha, Nebraska. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2277 clients. The team consists of 75 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
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 165127

Assets Under Management $6,428,973,356

No. Of Clients30789

Clients Per Financial Advisor17

ARBOR POINT ADVISORS is a financial advisory firm situated in Lavista, Nebraska. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30789 clients. The team consists of 1844 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 167658

Assets Under Management $5,305,999,278

No. Of Clients20842

Clients Per Financial Advisor80

MUTUAL ADVISORS, 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 20842 clients. The team consists of 262 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 105088

Assets Under Management $3,604,320,081

No. Of Clients24

Clients Per Financial Advisor1

WEITZ INVESTMENT MANAGEMENT, INC. 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 24 clients. The team consists of 36 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
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 156675

Assets Under Management $3,524,536,283

No. Of Clients9

Clients Per Financial Advisor3

WHITETAIL ROCK CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $4B 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 106457

Assets Under Management $3,393,279,476

No. Of Clients264

Clients Per Financial Advisor29

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 264 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 158782

Assets Under Management $2,899,792,229

No. Of Clients10

Clients Per Financial Advisor0

MCCARTHY CAPITAL 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 10 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
View Full Profile

QualificationsFirm CRD# 148674

Assets Under Management $2,422,058,927

No. Of Clients3166

Clients Per Financial Advisor26

AVIOR WEALTH 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 3166 clients. The team consists of 122 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 277146

Assets Under Management $2,420,210,912

No. Of Clients1794

Clients Per Financial Advisor48

FIRST NATIONAL ADVISERS, 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 1794 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
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 137080

Assets Under Management $2,348,931,303

No. Of Clients3334

Clients Per Financial Advisor56

WEALTH MANAGEMENT is a financial advisory firm situated in Norfolk, Nebraska. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3334 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

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