Nebraska · 90 firms
Trust & Estate Advisors in Nebraska
Advisers working with trusts, estates, and charitable organizations. Browse 90 advisers in Nebraska matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in Nebraska
ORION PORTFOLIO SOLUTIONS, LLC
Omaha, NE
AUM
$64.84B
Team
47 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
859-426-2000
CWM, LLC
Omaha, NE
AUM
$50.58B
Team
472 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
402-330-0808
AMERITAS INVESTMENT PARTNERS, INC.
Lincoln, NE
AUM
$29.01B
Team
33 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
402-467-6980
AMERITAS ADVISORY SERVICES, LLC
Lincoln, NE
AUM
$13.75B
Team
366 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
800-335-9858
BRIDGES INVESTMENT MANAGEMENT INC
Omaha, NE
AUM
$11.31B
Team
30 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
402-397-4700
MUTUAL ADVISORS, LLC
Omaha, NE
AUM
$8.55B
Team
158 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
307-439-6357
WEITZ INVESTMENT MANAGEMENT, INC.
Omaha, NE
AUM
$8.08B
Team
13 advisors
Clients
—
Fees
Percentage of AUM
402-391-1980
FIRST NATIONAL ADVISERS, LLC
Omaha, NE
AUM
$7.37B
Team
20 advisors
Clients
—
Fees
Percentage of AUM
(800) 538-7298
AVIOR WEALTH MANAGEMENT, LLC
Omaha, NE
AUM
$6.46B
Team
125 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
402-218-4064
WEALTH MANAGEMENT
Norfolk, NE
AUM
$3.71B
Team
49 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
402-371-1160
LUTZ FINANCIAL
Omaha, NE
AUM
$3.19B
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
402-827-2300
PITTENGER & ANDERSON INC
Lincoln, NE
AUM
$3.03B
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM; FLAT FEE FOR FINANCIAL PLANS FOR NON-AUM CLIENT
402-328-8800
PRIVATE WEALTH ASSET MANAGEMENT
Omaha, NE
AUM
$2.52B
Team
22 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
402-227-4208
PRODIGY ASSET MANAGEMENT LLC
Omaha, NE
AUM
$2.44B
Team
5 advisors
Clients
—
Fees
Percentage of AUM
402-493-9875
WEALTHPLAN INVESTMENT MANAGEMENT LLC
Omaha, NE
AUM
$2.19B
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
402-691-0200
TRIBUTARY CAPITAL MANAGEMENT, LLC
Omaha, NE
AUM
$1.90B
Team
13 advisors
Clients
—
Fees
Percentage of AUM
877-458-0021
ALLEN CAPITAL GROUP, LLC
Grand Island, NE
AUM
$1.50B
Team
21 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
308-385-1500
IRONVINE CAPITAL PARTNERS, LLC
Omaha, NE
AUM
$1.14B
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
402-916-1705
WEALTHPLAN PARTNERS
Omaha, NE
AUM
$1.12B
Team
26 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
402-691-0200
AUM
$952.3M
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
717-336-9229
MCMILL CPA AND ADVISORS
Norfolk, NE
AUM
$862.3M
Team
22 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
402-371-1160
LINCOLN CAPITAL, LLC
Lincoln, NE
AUM
$844.8M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
4024831400
BELLWETHER WEALTH
Lincoln, NE
AUM
$784.0M
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
402-476-8844
PROFESSIONAL FINANCIAL ADVISORS, LLC
North Platte, NE
AUM
$769.8M
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
308-534-8210
119 total advisers in Nebraska. Browse all Nebraska advisors