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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, 2025Omaha 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
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
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 | 17605 Wright St, Omaha, NE, 68130 | $53,844,463,960 | 299169 | 404 | A percentage of AUM, Fixed fees, Performance Based |
| 2 | 14600 Branch St., Omaha, NE, 68154 | $26,774,389,503 | 110327 | 1111 | A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEES FROM OTHER INVESTMENT ADVISORS) |
| 3 | 13333 California St, Suite 500 Omaha, NE, 68154 | $9,882,583,283 | 2646 | 76 | A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING) |
| 4 | 9140 W Dodge Road, Suite 230 Omaha, NE, 68114 | $6,947,119,840 | 20381 | 255 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 14010 Fnb Parkway, Suite 200 Omaha, NE, 68154 | $6,237,040,948 | 4052 | 37 | A percentage of AUM |
| 6 | 3555 Farnam Street, Suite 800 Omaha, NE, 68131-3312 | $5,153,814,823 | 20 | 37 | A percentage of AUM |
| 7 | 14301 First National Bank Parkway, Suite 410 Omaha, NE, 68154 | $5,083,670,234 | 4385 | 201 | A percentage of AUM, Fixed fees |
| 8 | 1601 Dodge Street, Suite 3800 Omaha, NE, 68102 | $4,030,326,449 | 12 | 29 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| 9 | 13710 Fnb Parkway, Suite 205, Omaha, NE, 68154 | $3,360,649,795 | 201 | 9 | A percentage of AUM |
| 10 | 13616 California Street, Suite 300 Omaha, NE, 68154-5336 | $2,279,041,520 | 2186 | 20 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 1620 Dodge Street, Stop 3399 Omaha, NE, 68197 | $2,134,689,805 | 813 | 16 | A percentage of AUM |
| 12 | 14600 Branch St., Omaha, NE, 68154 | $1,953,744,394 | 13359 | 7 | A percentage of AUM |
| 13 | 1100 Capitol Avenue, Suite 200 Omaha, NE, 68102 | $1,874,861,239 | 1849 | 37 | A percentage of AUM, Fixed fees |
| 14 | 11516 Miracle Hills Dr., Suite 100 Omaha, NE, 68154 | $1,511,396,033 | 493 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 101 South 108th Avenue, Omaha, NE, 68154 | $1,271,554,814 | 5895 | 58 | 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)
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)
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)
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)
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
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
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)
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)
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
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
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
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
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)
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
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
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