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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 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.

Finding the Best Retirement Planners in Omaha, Nebraska

Last Updated - May 23, 2024

Omaha has 3 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 13 years of experience.

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List of Qualified Retirement Planning Advisors in Omaha, Nebraska

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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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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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Christopher Ziola
Edelman Financial Engines, LLC

Qualifications
CRD# 5575697
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

Top 15 Retirement Planning firms in Omaha, 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
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)
3
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)
4
MUTUAL ADVISORS, LLC
9140 W Dodge Road, Suite 230
Omaha, NE, 68114
$5,305,999,27820842262
A Percentage of AUM, Hourly charges, Fixed Fees
5
WEITZ INVESTMENT MANAGEMENT, INC.
1125 South 103rd Street, Suite 200
Omaha, NE, 68124-1071
$3,604,320,0812436
A Percentage of AUM
6
PRODIGY ASSET MANAGEMENT LLC
13710 Fnb Parkway, Suite 205,
Omaha, NE, 68154
$3,393,279,4762649
A Percentage of AUM
7
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)
8
AVIOR WEALTH MANAGEMENT, LLC
14301 First National Bank Parkway, Suite 110
Omaha, NE, 68154
$2,422,058,9273166122
A Percentage of AUM, Fixed Fees
9
FIRST NATIONAL ADVISERS, LLC
14010 Fnb Parkway, Suite 200
Omaha, NE, 68154
$2,420,210,912179437
A Percentage of AUM
10
CARSON GROUP INVESTING
14600 Branch St.,
Omaha, NE, 68154
$2,261,457,754121557
A Percentage of AUM
11
TRIBUTARY CAPITAL MANAGEMENT, LLC
1620 Dodge Street, Stop 1089
Omaha, NE, 68197
$1,917,242,59174813
A Percentage of AUM
12
LUTZ FINANCIAL
13616 California Street, Suite 200
Omaha, NE, 68154-5336
$1,731,482,313200417
A Percentage of AUM, Hourly charges, Fixed Fees
13
WEALTHPLAN PARTNERS
101 South 108 Avenue,
Omaha, NE, 68154
$1,619,950,649666178
A Percentage of AUM, Hourly charges, Fixed Fees
14
HUB INVESTMENT ADVISORS, INC
11516 Miracle Hills Dr., Suite 100
Omaha, NE, 68154
$1,315,093,0065008
A Percentage of AUM, Hourly charges, Fixed Fees
15
WEALTHPLAN INVESTMENT MANAGEMENT LLC
101 S 108th Ave, 3rd Floor
Omaha, NE, 68154
$869,707,596109626
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Omaha, 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# 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# 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
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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# 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# 291744

Assets Under Management $2,261,457,754

No. Of Clients12155

Clients Per Financial Advisor1736

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 12155 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 112528

Assets Under Management $1,917,242,591

No. Of Clients748

Clients Per Financial Advisor58

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 748 clients. The team consists of 13 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# 117273

Assets Under Management $1,731,482,313

No. Of Clients2004

Clients Per Financial Advisor118

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 2004 clients. The team consists of 17 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 pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 305026

Assets Under Management $1,619,950,649

No. Of Clients6661

Clients Per Financial Advisor85

WEALTHPLAN PARTNERS 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 6661 clients. The team consists of 78 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# 164600

Assets Under Management $1,315,093,006

No. Of Clients500

Clients Per Financial Advisor63

HUB INVESTMENT ADVISORS, INC 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 500 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 311364

Assets Under Management $869,707,596

No. Of Clients1096

Clients Per Financial Advisor42

WEALTHPLAN INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Omaha, Nebraska. With a nearly $870M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1096 clients. The team consists of 26 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 pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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