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Find Retirement Advisors for Retirement Planning in Omaha, 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 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.

Finding the Best Retirement Planners in Omaha, Nebraska

Last Updated - April 14, 2025

Omaha has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 42 non-vetted advisors in your local area. These retirement advisors in Omaha, Nebraska have an average of 9 years of experience.

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List of Qualified Retirement Planning Advisors in Omaha, Nebraska

advisor
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Carson Wealth

Qualifications
Firm CRD# 155344

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Based, Based on Assets

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advisor
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Geoffrey Hemenway
Hemenway Financial Services

Qualifications
CRD# 6382170
Firm CRD# 6413
Series 6, 7, 63, 65

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Based on Assets

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

17605 Wright St,
Omaha, NE, 68130
$53,844,463,960299169404
A percentage of AUM, Fixed fees, Performance Based
2

14600 Branch St.,
Omaha, NE, 68154
$26,774,389,5031103271111
A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEES FROM OTHER INVESTMENT ADVISORS)
3

13333 California St, Suite 500
Omaha, NE, 68154
$9,882,583,283264676
A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING)
4

9140 W Dodge Road, Suite 230
Omaha, NE, 68114
$6,947,119,84020381255
A percentage of AUM, Hourly charges, Fixed fees
5

14010 Fnb Parkway, Suite 200
Omaha, NE, 68154
$6,237,040,948405237
A percentage of AUM
6

3555 Farnam Street, Suite 800
Omaha, NE, 68131-3312
$5,153,814,8232037
A percentage of AUM
7

14301 First National Bank Parkway, Suite 410
Omaha, NE, 68154
$5,083,670,2344385201
A percentage of AUM, Fixed fees
8

1601 Dodge Street, Suite 3800
Omaha, NE, 68102
$4,030,326,4491229
A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
9

13710 Fnb Parkway, Suite 205,
Omaha, NE, 68154
$3,360,649,7952019
A percentage of AUM
10

13616 California Street, Suite 300
Omaha, NE, 68154-5336
$2,279,041,520218620
A percentage of AUM, Hourly charges, Fixed fees
11

1620 Dodge Street, Stop 3399
Omaha, NE, 68197
$2,134,689,80581316
A percentage of AUM
12

14600 Branch St.,
Omaha, NE, 68154
$1,953,744,394133597
A percentage of AUM
13

1100 Capitol Avenue, Suite 200
Omaha, NE, 68102
$1,874,861,239184937
A percentage of AUM, Fixed fees
14

11516 Miracle Hills Dr., Suite 100
Omaha, NE, 68154
$1,511,396,0334938
A percentage of AUM, Hourly charges, Fixed fees
15

101 South 108th Avenue,
Omaha, NE, 68154
$1,271,554,814589558
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Omaha, 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)
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QualificationsFirm CRD# 155344

Assets Under Management $26,774,389,503

No. Of Clients110327

Clients Per Financial Advisor99

CWM, LLC is a financial advisory firm situated in Omaha, Nebraska. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 110327 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 services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Other (SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS)
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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)
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QualificationsFirm CRD# 167658

Assets Under Management $6,947,119,840

No. Of Clients20381

Clients Per Financial Advisor80

MUTUAL ADVISORS, LLC is a financial advisory firm situated in Omaha, Nebraska. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20381 clients. The team consists of 255 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
  • Selection for other advisors
  • Other (HOURLY CONSULTING)
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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
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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
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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)
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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)
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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
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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
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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
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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
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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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QualificationsFirm CRD# 164600

Assets Under Management $1,511,396,033

No. Of Clients493

Clients Per Financial Advisor62

HUB INVESTMENT ADVISORS, INC 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 493 clients. The team consists of 8 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
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 305026

Assets Under Management $1,271,554,814

No. Of Clients5895

Clients Per Financial Advisor102

WEALTHPLAN PARTNERS is a financial advisory firm situated in Omaha, Nebraska. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5895 clients. The team consists of 58 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
  • Selection for other advisors
View Full Profile

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