Falists

Nebraska · 77 advisers

Financial Advisors in Omaha, Nebraska

Looking for a financial advisor in Omaha, Nebraska? Falists indexes 77 SEC-registered and state-registered investment advisers in Omaha — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 66 firms list a website you can visit directly. Firms in this directory manage up to $64.84B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

77

With website

66

Largest AUM

$64.84B

Financial planning

48

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth65Planning48Trusts57Retirement29Institutional37

Top advisors in Omaha

Ranked by AUM · Fees, team & specialties at a glance

View all 77 →

CWM, LLC

Omaha, NE

AUM

$50.58B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

472 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

402-330-0808

Full profileVisit site →

LUTZ FINANCIAL

Omaha, NE

AUM

$3.19B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

14 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

402-827-2300

Full profileVisit site →
View all 77 advisors in Omaha

More cities in Nebraska

Lincoln (17)Grand Island (4)Hastings (2)Kearney (2)Norfolk (2)North Platte (2)Arnold (1)Beatrice (1)Blair (1)Columbus (1)Elkhorn (1)Lavista (1)

Common questions

How many financial advisors are in Omaha, Nebraska?
77 registered investment advisers are listed in our Omaha directory, sourced from public SEC filings.
What types of advisors are in Omaha?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Omaha?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.