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Start your Watchlist115 investment advisory firms are registered with a main office in Nebraska, together advising $251B for 346,391 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Omaha · SEC-registered
|
$64.8B | 187,975 | 305 | Clean |
| 2 |
Omaha · SEC-registered
|
$50.6B | 52,669 | 1,416 | Clean |
| 3 |
Lincoln · SEC-registered
|
$29.0B | 2,513 | 51 | Clean |
| 4 |
Lincoln · SEC-registered
|
$13.7B | 29,718 | 797 | Flagged |
| 5 |
Omaha · SEC-registered
|
$11.3B | 1,875 | 79 | Clean |
| 6 |
Omaha · SEC-registered
|
$8.5B | 9,473 | 208 | Clean |
| 7 |
Omaha · SEC-registered
|
$8.1B | 18 | 36 | Clean |
| 8 |
Omaha · SEC-registered
|
$7.4B | 1,145 | 35 | Flagged |
| 9 |
Omaha · SEC-registered
|
$6.5B | 4,894 | 170 | Clean |
| 10 |
Omaha · SEC-registered
|
$3.8B | 11 | 31 | Clean |
| 11 |
Norfolk · SEC-registered
|
$3.7B | 4,751 | 61 | Flagged |
| 12 |
Lincoln · SEC-registered
|
$3.3B | 4 | 3 | Clean |
| 13 |
Omaha · SEC-registered
|
$3.2B | 1,031 | 23 | Clean |
| 14 |
Lincoln · SEC-registered
|
$3.0B | 920 | 14 | Clean |
| 15 |
Omaha · SEC-registered
|
$2.5B | 559 | 32 | Clean |
| 16 |
Omaha · SEC-registered
|
$2.4B | 93 | 9 | Clean |
| 17 |
Omaha · SEC-registered
|
$2.2B | 2,145 | 34 | Clean |
| 18 |
Omaha · SEC-registered
|
$2.0B | - | 7 | Clean |
| 19 |
Omaha · SEC-registered
|
$1.9B | 271 | 19 | Flagged |
| 20 |
Grand Island · SEC-registered
|
$1.5B | 2,274 | 38 | Clean |
| 21 |
Omaha · SEC-registered
|
$1.1B | 170 | 5 | Clean |
| 22 |
Omaha · SEC-registered
|
$1.1B | 1,711 | 56 | Clean |
| 23 |
Norfolk · SEC-registered
|
$862.3M | 5,656 | 50 | Clean |
| 24 |
Lincoln · SEC-registered
|
$844.8M | 1,266 | 9 | Clean |
| 25 |
Omaha · SEC-registered
|
$810.3M | 681 | 21 | Clean |
| 26 |
Lincoln · SEC-registered
|
$784.0M | 504 | 12 | Clean |
| 27 |
North Platte · SEC-registered
|
$769.8M | 3,345 | 12 | Clean |
| 28 |
Omaha · SEC-registered
|
$710.6M | 2 | 2 | Clean |
| 29 |
Omaha · SEC-registered
|
$693.5M | 287 | 6 | Clean |
| 30 |
Omaha · SEC-registered
|
$686.4M | 1,012 | 41 | Clean |
| 31 |
Omaha · SEC-registered
|
$665.1M | 266 | 7 | Clean |
| 32 |
Omaha · SEC-registered
|
$589.5M | 6,015 | 102 | Clean |
| 33 |
Omaha · SEC-registered
|
$558.0M | 389 | 12 | Flagged |
| 34 |
Omaha · SEC-registered
|
$556.3M | 467 | 7 | Clean |
| 35 |
Kearney · SEC-registered
|
$556.3M | 448 | 6 | Clean |
| 36 |
Omaha · SEC-registered
|
$538.0M | 937 | 8 | Clean |
| 37 |
Lincoln · SEC-registered
|
$467.8M | 353 | 11 | Clean |
| 38 |
North Platte · SEC-registered
|
$458.0M | 474 | 7 | Clean |
| 39 |
Elkhorn · SEC-registered
|
$438.1M | 34 | 2 | Clean |
| 40 |
Lincoln · SEC-registered
|
$433.8M | 658 | 13 | Clean |
| 41 |
Omaha · SEC-registered
|
$428.6M | 142 | 7 | Clean |
| 42 |
Omaha · SEC-registered
|
$397.2M | 1,633 | 53 | Flagged |
| 43 |
Omaha · SEC-registered
|
$373.4M | 548 | 4 | Clean |
| 44 |
Kearney · SEC-registered
|
$369.1M | 931 | 25 | Clean |
| 45 |
Omaha · SEC-registered
|
$347.0M | 124 | 2 | Clean |
| 46 |
Hastings · SEC-registered
|
$300.3M | 494 | 8 | Clean |
| 47 |
Omaha · SEC-registered
|
$292.2M | 349 | 7 | Clean |
| 48 |
Omaha · SEC-registered
|
$289.6M | 265 | 3 | Clean |
| 49 |
Lincoln · SEC-registered
|
$277.4M | 258 | 5 | Clean |
| 50 |
Omaha · SEC-registered
|
$273.7M | 9 | 11 | Clean |
| 51 |
Omaha · SEC-registered
|
$258.5M | 92 | 3 | Clean |
| 52 |
Omaha · SEC-registered
|
$244.1M | 210 | 5 | Clean |
| 53 |
Omaha · SEC-registered
|
$241.9M | 192 | 8 | Clean |
| 54 |
Omaha · SEC-registered
|
$241.5M | 105 | 2 | Flagged |
| 55 |
Omaha · SEC-registered
|
$240.3M | 1,043 | 11 | Clean |
| 56 |
Lincoln · SEC-registered
|
$236.0M | 430 | 3 | Clean |
| 57 |
Lincoln · SEC-registered
|
$218.7M | 180 | 8 | Clean |
| 58 |
Omaha · SEC-registered
|
$200.8M | 443 | 7 | Clean |
| 59 |
Omaha · SEC-registered
|
$178.1M | 15 | 11 | Clean |
| 60 |
Louisville · SEC-registered
|
$173.1M | 270 | 4 | Clean |
| 61 |
Omaha · SEC-registered
|
$172.6M | 2 | 3 | Clean |
| 62 |
Omaha · SEC-registered
|
$171.6M | 85 | 2 | Clean |
| 63 |
Beatrice · SEC-registered
|
$158.0M | 331 | 5 | Flagged |
| 64 |
Omaha · SEC-registered
|
$150.0M | 293 | 2 | Clean |
| 65 |
Lincoln · SEC-registered
|
$142.4M | 397 | 341 | Flagged |
| 66 |
Omaha · SEC-registered
|
$140.2M | 2 | 3 | Clean |
| 67 |
Omaha · SEC-registered
|
$117.4M | 83 | 4 | Clean |
| 68 |
Lincoln · SEC-registered
|
$116.3M | 351 | 8 | Clean |
| 69 |
Lavista · SEC-registered
|
$113.4M | 210 | 3 | Clean |
| 70 |
Omaha · State-registered
|
$104.5M | 211 | 6 | Clean |
| 71 |
Lincoln · State-registered
|
$88.7M | 97 | 4 | Flagged |
| 72 |
Omaha · State-registered
|
$62.3M | 73 | 2 | Clean |
| 73 |
Omaha · State-registered
|
$62.0M | 133 | 2 | Clean |
| 74 |
Lincoln · State-registered
|
$60.2M | 25 | 2 | Clean |
| 75 |
Omaha · State-registered
|
$53.0M | 87 | 5 | Clean |
| 76 |
Omaha · State-registered
|
$52.1M | 238 | 2 | Clean |
| 77 |
Omaha · State-registered
|
$51.6M | 46 | 7 | Flagged |
| 78 |
Blair · State-registered
|
$46.7M | 298 | 1 | Clean |
| 79 |
Omaha · State-registered
|
$42.3M | 284 | 3 | Flagged |
| 80 |
Omaha · State-registered
|
$41.0M | 72 | 2 | Clean |
| 81 |
Omaha · SEC-registered
|
$32.0M | 7,025 | 285 | Flagged |
| 82 |
Grand Island · State-registered
|
$32.0M | 287 | 1 | Flagged |
| 83 |
Omaha · State-registered
|
$30.8M | 145 | 3 | Clean |
| 84 |
Columbus · State-registered
|
$30.3M | 273 | 1 | Clean |
| 85 |
Omaha · State-registered
|
$30.2M | 79 | 1 | Clean |
| 86 |
Omaha · State-registered
|
$29.5M | 191 | 4 | Clean |
| 87 |
Grand Island · State-registered
|
$28.9M | 52 | 1 | Clean |
| 88 |
Omaha · State-registered
|
$18.3M | 14 | 2 | Clean |
| 89 |
Omaha · State-registered
|
$12.8M | 24 | 1 | Clean |
| 90 |
Omaha · State-registered
|
$9.9M | 1 | 5 | Clean |
| 91 |
Omaha · State-registered
|
$8.3M | 18 | 4 | Clean |
| 92 |
Omaha · State-registered
|
$6.0M | 30 | 1 | Flagged |
| 93 |
Seward · State-registered
|
$5.9M | 40 | 2 | Clean |
| 94 |
Omaha · State-registered
|
$5.3M | 28 | 2 | Clean |
| 95 |
Omaha · State-registered
|
$5.0M | 26 | 1 | Clean |
| 96 |
Arnold · State-registered
|
$3.4M | 41 | 1 | Clean |
| 97 |
Grand Island · State-registered
|
- | - | 2 | Clean |
| 98 |
Grand Island · State-registered
|
- | - | 3 | Clean |
| 99 |
Hastings · State-registered
|
- | - | 1 | Clean |
| 100 |
Omaha · State-registered
|
- | - | 1 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Nebraska by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.