Stevens Capital Partners, a small investment advisory firm based out of Omaha, NE, is dedicated to providing personalized financial solutions to its clients. With over 220 individual clients and an impressive $207,097,000 in assets under management, the firm has established a strong presence in the financial industry. Focusing on employer 401Ks and individual investments, Stevens Capital Partners has developed extensive expertise in this space. They offer a comprehensive range of services and manage all client assets on a discretionary basis, ensuring a hands-on approach to investment management. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This adaptability allows clients to choose the arrangement that best suits their financial goals. Comprised of a total of six employees, four of whom are dedicated investment advisors, Stevens Capital Partners maintains a low client-to-advisor ratio, allowing for personalized attention and tailored strategies. The team's collective experience and knowledge in the financial markets ensure that clients receive informed advice and effective portfolio management. Notably, the firm boasts several long-tenured advisors who have played a pivotal role in its success. Key individuals like Elizabeth Campney, Jason Wintersteen, and David Stevens bring their extensive expertise and unwavering commitment to delivering exceptional service to clients. With an average of approximately $51,770,000 in assets under management per investment advisor, Stevens Capital Partners aligns with industry averages, demonstrating their competence and ability to handle significant portfolios. As Stevens Capital Partners continues to grow and evolve, their unwavering dedication to providing personalized financial solutions remains at the forefront, solidifying their position as a trusted investment advisory firm in Omaha and beyond.

HILEY HUNT WEALTH MANAGEMENT, INC. is a reputable investment advisory firm based out of Omaha, NE. With over 140 individual clients, they oversee an impressive $154,038,000 in assets under management. Specializing in employer 401Ks and individual investments, Hiley Hunt Wealth Management, Inc. has established a strong foothold in the industry. Their expertise in this space is evident as they manage 100% of their assets on a discretionary basis. The firm operates from a single office and boasts a team of three dedicated employees, all of whom provide top-notch investment advisory services. With an average of approximately $51,350,000 in assets under management per investment advisor, Hiley Hunt Wealth Management, Inc. maintains a competitive position within the industry. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees to meet the unique needs of their clients. At Hiley Hunt Wealth Management, Inc., clients benefit from the wealth of experience provided by their knowledgeable advisors. Notably, Bryce Koch, Andrew Hunt, and Jason Hiley are among the longest tenured advisors at the firm. These seasoned professionals have played an instrumental role in building the firm's stellar reputation and continue to deliver exceptional service to their valued clientele. With a commitment to excellence and a comprehensive range of investment advisory services, Hiley Hunt Wealth Management, Inc. stands as a trusted partner for individuals and businesses seeking to secure their financial future.

Prairie Wealth Advisors, Inc. is a reputable investment advisory firm headquartered in Omaha, NE, with four well-established offices. With a total of eight dedicated professionals, including three experienced investment advisors, they are committed to providing top-notch financial services. Renowned for their exceptional expertise, Prairie Wealth Advisors, Inc. manages an impressive average of $140,540,000 in assets per investment advisor, significantly surpassing industry standards. The firm offers a diverse range of compensation structures to cater to their clients' unique needs. This includes charging a percentage of assets under management, implementing hourly fees, and employing fixed fees. While they oversee a wide variety of investment accounts, such as 401K and individual accounts, these represent less than 30% of their substantial assets under management. Prairie Wealth Advisors, Inc. also possesses the expertise and capability to effectively manage employer funds, providing comprehensive financial solutions to businesses. A remarkable 82% of the assets managed by Prairie Wealth Advisors, Inc. are discretionary, reflecting their clients' confidence in their decision-making and expertise. Their primary clientele consists of high net worth individuals, with the firm overseeing the assets of more than 360 individual clients, totaling an impressive $421,611,000 in assets under management. Prairie Wealth Advisors, Inc. takes pride in its team of seasoned professionals, with some of the firm's longest-tenured advisors being Paula Deitering, Corby Mastalir, and Craig Hundt. Their extensive experience and deep understanding of the financial landscape enable them to provide tailored strategies and personalized advice to help clients achieve their financial goals and secure their futures.

TD Ameritrade Investment Management, LLC, based out of Omaha, NE, is a reputable local investment advisory firm with a strong track record. With over 93,720 individual clients and assets under management totaling more than $15,827,987,000, they have established themselves as a trusted partner for investors seeking expert guidance. Their extensive network spans 381 offices, allowing them to provide personalized services to clients across the country. One of TD Ameritrade Investment Management, LLC's key strengths lies in managing assets from employer 401Ks and individuals, accounting for roughly half of their impressive asset base. They have amassed considerable experience in this domain, ensuring that their clients' investments are in capable hands. Moreover, the firm operates on a fully discretionary basis, meaning they have complete authority to make investment decisions on behalf of their clients. TD Ameritrade Investment Management, LLC's compensation structure encompasses various types, including a percentage of assets under management. With a team of 20 dedicated employees, 12 of whom provide investment advisory services, they maintain a favorable client-to-advisor ratio. On average, each investment advisor oversees approximately $1,319,000,000 in assets under management, surpassing the industry average and highlighting their expertise in delivering exceptional results. The firm boasts several highly experienced advisors, including Rhonda Carter, Chad Mcconachie, and Michael Spillan, who have been with the company for an extended period. Their longevity and expertise contribute to the firm's strong reputation and client satisfaction. TD Ameritrade Investment Management, LLC is committed to providing reliable and effective investment solutions tailored to each client's unique goals and financial aspirations.

WealthPlan Investment Management LLC, a local investment advisory firm headquartered in Omaha, NE, operates from a single office. With a dedicated team of 26 employees, including 12 investment advisors, WealthPlan Investment Management provides comprehensive financial services to its extensive client base. The firm's investment advisors have an average of approximately $72,480,000 in assets under management per advisor, in line with industry norms. This showcases their ability to effectively manage clients' wealth and deliver favorable investment outcomes. WealthPlan Investment Management offers a flexible compensation structure that includes various options such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients can select the most suitable compensation arrangement for their individual requirements. While 401K and individual accounts make up less than 30% of their assets under management, WealthPlan Investment Management possesses the expertise and capability to manage employer funds, offering a well-rounded approach to investment management. Operating on a discretionary basis, the firm manages 100% of the assets under their care, granting them the autonomy to make informed investment decisions tailored to each client's unique financial objectives. With over 550 individual clients and a total of more than $869,708,000 in assets under management, WealthPlan Investment Management has established itself as a trusted partner in wealth management. Wade Behlen, Nicholas Codola, and Brent Omara are among the firm's longest-tenured advisors, bringing their wealth of experience and knowledge to deliver exceptional financial guidance and personalized investment strategies.

Wealthplan Partners, a regional investment advisory firm based out of Omaha, NE, is dedicated to providing comprehensive financial solutions to their clients. With 18 offices strategically located, Wealthplan Partners is able to serve a diverse range of individuals and businesses throughout the region. With a total of 78 employees, including 29 dedicated investment advisors, they possess a strong team of knowledgeable professionals. The investment advisors at Wealthplan Partners have a proven track record, averaging approximately $55,860,000 in assets under management per advisor. Their compensation structure is flexible, offering a variety of options including a percentage of assets under management, hourly charges, and fixed fees. They have a wealth of experience in managing employer 401Ks and individual portfolios, with approximately half of their assets under management originating from these sources. One notable aspect of Wealthplan Partners' approach is their discretionary management of all the assets they oversee. This demonstrates their commitment to providing proactive and personalized investment strategies tailored to their clients' unique needs and goals. Boasting an impressive client base, Wealthplan Partners serves over 3,310 individual clients with assets under management totaling more than $1,619,951,000. The firm takes pride in the expertise and longevity of their advisors, with notable names such as Austin Miller, Michael Prestifilippo, and Michael Moravec contributing to the firm's success. Wealthplan Partners remains dedicated to delivering exceptional financial guidance and fostering long-term relationships with their clients, solidifying their position as a trusted and respected investment advisory firm in the Omaha area.

Homan Wealth Advisors, LLC, a small investment advisory firm based out of Omaha, NE, is dedicated to providing comprehensive wealth management services. With over 90 individual clients and more than $214,053,000 in assets under management, they have established a strong presence in the industry. Offering a range of financial solutions, Homan Wealth Advisors caters to both 401K and individual accounts, although these represent less than 30% of their total assets under management. Their expertise lies in managing the assets of high net worth individuals, and they boast a 100% discretionary management approach. Homan Wealth Advisors operates from a single office and currently employs five professionals, with three of them specializing in investment advisory services. With an average of $71,350,000 in assets under management per investment advisor, they remain on par with the industry average. Homan Wealth Advisors' compensation structure includes various types, such as a percentage of assets under management, ensuring their interests are aligned with the success of their clients. The firm takes pride in its experienced team, including long-tenured advisors like Ronald Kortan, Matthew McBride, and Richard Homan, who have played integral roles in building and maintaining client relationships. By leveraging their extensive knowledge and commitment to personalized service, Homan Wealth Advisors, LLC aims to help their clients achieve their financial goals while navigating the complexities of wealth management.

Hub Investment Advisors, Inc is a local investment advisory firm based out of Omaha, NE, dedicated to providing comprehensive financial solutions to its clients. With over 50 individual clients and a staggering $1,339,405,000 in assets under management, Hub Investment Advisors, Inc has established itself as a trusted partner in wealth management. The firm operates from four strategically located offices, ensuring convenient access for their diverse clientele. A notable aspect of Hub Investment Advisors, Inc's approach is the discretionary management of 19% of the assets they oversee, allowing clients to benefit from their expertise and proactive decision-making. The firm offers a flexible compensation structure, including options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring alignment with clients' specific needs and preferences. With a dedicated team of eight professionals, Hub Investment Advisors, Inc prides itself on the quality and expertise of its staff. Six of these employees are specifically engaged in providing investment advisory services, demonstrating the firm's commitment to delivering personalized attention to each client. Impressively, the average assets under management per investment advisor at Hub Investment Advisors, Inc amounts to approximately $223,230,000, surpassing the industry average and reflecting the firm's ability to handle substantial portfolios. Moreover, Hub Investment Advisors, Inc boasts a roster of experienced and tenured advisors, including industry veterans such as Thomas Vonriesen, Jeffrey Sharp, and Amy Brown. Their deep knowledge and extensive track records contribute to the firm's reputation for delivering exceptional financial guidance. Overall, Hub Investment Advisors, Inc's commitment to excellence, client-centric approach, and impressive asset management capabilities make them a leading choice for individuals seeking comprehensive investment advisory services in the Omaha, NE area.

Prodigy Asset Management LLC is a reputable investment advisory firm located in Omaha, NE. With one office serving the local community, Prodigy Asset Management prides itself on providing expert financial guidance and personalized investment solutions. The firm comprises a dedicated team of nine professionals, with five of them specializing in investment advisory services. Backed by their extensive industry knowledge and experience, Prodigy Asset Management consistently achieves remarkable results for their clients. On average, each investment advisor manages an impressive $678,660,000 in assets under management, surpassing the industry average. Their compensation structure is comprehensive, including a percentage of assets under management, ensuring alignment with their clients' interests. Prodigy Asset Management operates with full discretion, as all the assets they manage are completely discretionary. This approach allows the firm to make well-informed decisions and seize investment opportunities on behalf of their clients, promoting their financial growth and security. Boasting an extensive client base, Prodigy Asset Management serves over 30 individual clients, managing a substantial sum of assets worth over $3,393,279,000. The firm takes pride in building long-term relationships with their clients, delivering exceptional service and tailored strategies to meet their unique financial objectives. Notably, Prodigy Asset Management has a team of seasoned advisors who have been with the firm for many years. Philip Ruden, Todd Trautman, and Michael Eglseder are among the longest-tenured advisors, leveraging their expertise to provide valuable insights and guidance to clients. With its commitment to excellence and a track record of success, Prodigy Asset Management LLC stands as a trusted partner for individuals seeking exceptional investment advisory services in the Omaha area.

FIRST NATIONAL ADVISERS, LLC: Based out of Omaha, NE, First National Advisers, LLC is a reputable regional investment advisory firm with a strong presence in the financial market. Boasting a dedicated team of 37 experienced professionals, including 31 investment advisors, the firm delivers top-notch investment advisory services to its diverse clientele. With an average of $82,930,000 in assets under management per investment advisor, First National Advisers, LLC aligns with industry standards, providing comprehensive financial guidance tailored to meet the unique goals of their clients. The firm's compensation structure offers flexibility and transparency, incorporating various types such as a percentage of assets under management and fixed fees. Serving over 1,140 individual clients, First National Advisers, LLC manages an impressive portfolio valued at over $2,420,211,000 in assets under management. While 401K and individual accounts account for less than 30% of their assets, the firm possesses the expertise and capability to efficiently handle employer funds as well. First National Advisers, LLC operates from five strategically located offices, ensuring accessibility and convenience for their clients. Within their esteemed team, notable long-term advisors include Lorenzo Alaniz, Alissa Dehl, and Laura O'Connor, whose extensive industry experience adds significant value to the firm's overall expertise. Committed to providing exceptional service, First National Advisers, LLC distinguishes itself through its discretionary asset management approach. With a strong track record of success, the firm has garnered a reputation for delivering sound financial advice and assisting clients in achieving their investment objectives. Whether planning for retirement, managing assets, or seeking comprehensive financial solutions, clients can rely on First National Advisers, LLC for their expertise, personalized attention, and commitment to long-term financial growth.

ARNOLD WEITZ & CO is a highly reputable investment advisory firm headquartered in Elkhorn, NE. With over 30 individual clients and a staggering $270,106,000 in assets under management, they are committed to providing exceptional financial guidance and investment strategies. Established as a small yet prominent firm, ARNOLD WEITZ & CO operates from a single office, catering to a diverse range of clients seeking comprehensive investment solutions. Their extensive expertise allows them to serve as registered representatives of a broker-dealer, enabling them to offer a wide array of investment options. While the firm manages a significant portion of assets for high net worth individuals, their services extend beyond individual and 401K accounts. They possess the expertise and capability to handle employer funds, further solidifying their reputation in the industry. Notably, approximately 24% of the assets they manage are discretionary, demonstrating their astute decision-making and client-focused approach. ARNOLD WEITZ & CO employs a talented team of investment advisors who collectively ensure the success of their clients' portfolios. With a compensation structure that includes various methods such as a percentage of assets under management, hourly charges, and fixed fees, they provide flexible and transparent options to meet their clients' needs. The firm's commitment to excellence is exemplified by their impressive average of $135,050,000 in assets under management per investment advisor, well above the industry average. This level of individual attention and expertise has contributed to the long-standing success of advisors Arnold Weitz and Tiffany Polifka, who have become highly respected figures within the firm. ARNOLD WEITZ & CO's track record of delivering outstanding results and personalized service has established them as a trusted partner for clients seeking to maximize their financial potential and secure their future.