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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 - April 13, 2024Omaha 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
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
VERIFIEDGeoffrey 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
VERIFIEDChristopher 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Omaha, Nebraska (Ranked by AUM)
| 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 | 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) |
| 3 | 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) |
| 4 | 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 |
| 5 | WEITZ INVESTMENT MANAGEMENT, INC. 1125 South 103rd Street, Suite 200 Omaha, NE, 68124-1071 | $3,604,320,081 | 24 | 36 | A Percentage of AUM |
| 6 | PRODIGY ASSET MANAGEMENT LLC 13710 Fnb Parkway, Suite 205, Omaha, NE, 68154 | $3,393,279,476 | 264 | 9 | A Percentage of AUM |
| 7 | 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) |
| 8 | 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 |
| 9 | FIRST NATIONAL ADVISERS, LLC 14010 Fnb Parkway, Suite 200 Omaha, NE, 68154 | $2,420,210,912 | 1794 | 37 | A Percentage of AUM |
| 10 | CARSON GROUP INVESTING 14600 Branch St., Omaha, NE, 68154 | $2,261,457,754 | 12155 | 7 | A Percentage of AUM |
| 11 | TRIBUTARY CAPITAL MANAGEMENT, LLC 1620 Dodge Street, Stop 1089 Omaha, NE, 68197 | $1,917,242,591 | 748 | 13 | A Percentage of AUM |
| 12 | LUTZ FINANCIAL 13616 California Street, Suite 200 Omaha, NE, 68154-5336 | $1,731,482,313 | 2004 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | WEALTHPLAN PARTNERS 101 South 108 Avenue, Omaha, NE, 68154 | $1,619,950,649 | 6661 | 78 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | HUB INVESTMENT ADVISORS, INC 11516 Miracle Hills Dr., Suite 100 Omaha, NE, 68154 | $1,315,093,006 | 500 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | WEALTHPLAN INVESTMENT MANAGEMENT LLC 101 S 108th Ave, 3rd Floor Omaha, NE, 68154 | $869,707,596 | 1096 | 26 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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