Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. 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.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St, Omaha, NE, 68130 | $53,283,016,878 | 176366 | 326 | A Percentage of AUM, Fixed Fees, Performance Based |
2 | SECURITIES AMERICA ADVISORS, INC. 12325 Port Grace Blvd., La Vista, NE, 68128-8204 | $38,163,842,160 | 200228 | 3748 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street, Lincoln, NE, 68505-3402 | $23,108,472,280 | 1823 | 50 | 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 | $19,943,561,186 | 96956 | 1111 | 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 | $8,534,798,484 | 35218 | 592 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR FEES) |
6 | BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154 | $7,549,835,558 | 2277 | 75 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (CONSULTING) |
7 | ARBOR POINT ADVISORS 12325 Port Grace Blvd., Lavista, NE, 68128 | $6,428,973,356 | 30789 | 1844 | A Percentage of AUM, Hourly charges, Fixed Fees |
8 | MUTUAL ADVISORS, LLC 9140 W Dodge Road, Suite 230 Omaha, NE, 68114 | $5,305,999,278 | 20842 | 262 | A Percentage of AUM, Hourly charges, Fixed Fees |
9 | WEITZ INVESTMENT MANAGEMENT, INC. 1125 South 103rd Street, Suite 200 Omaha, NE, 68124-1071 | $3,604,320,081 | 24 | 36 | A Percentage of AUM |
10 | WHITETAIL ROCK CAPITAL MANAGEMENT, LLC 121 South 13th Street, Suite 100 Lincoln, NE, 68508-1911 | $3,524,536,283 | 9 | 3 | A Percentage of AUM, Performance Based |
11 | PRODIGY ASSET MANAGEMENT LLC 13710 Fnb Parkway, Suite 205, Omaha, NE, 68154 | $3,393,279,476 | 264 | 9 | A Percentage of AUM |
12 | MCCARTHY CAPITAL 1601 Dodge Street, Suite 3800 Omaha, NE, 68102 | $2,899,792,229 | 10 | 29 | 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 | $2,422,058,927 | 3166 | 122 | A Percentage of AUM, Fixed Fees |
14 | FIRST NATIONAL ADVISERS, LLC 14010 Fnb Parkway, Suite 200 Omaha, NE, 68154 | $2,420,210,912 | 1794 | 37 | A Percentage of AUM |
15 | WEALTH MANAGEMENT 125 South 4th Street, Norfolk, NE, 68701 | $2,348,931,303 | 3334 | 60 | A Percentage of AUM, Hourly charges, Fixed Fees |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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