Smart Wealth, LLC is a highly regarded investment advisory firm based in Omaha, NE, offering comprehensive financial services to a diverse clientele. With a strong presence in the local market, the firm has built a reputation for excellence and personalized attention. With over 300 individual clients and more than $211,215,000 in assets under management, Smart Wealth, LLC demonstrates its ability to effectively manage substantial portfolios. The firm has developed expertise in handling employer 401Ks and individual accounts, accounting for approximately half of their assets under management. Smart Wealth, LLC takes a discretionary approach to asset management, giving their experienced advisors the freedom to make informed investment decisions on behalf of their clients. This approach allows for a proactive and strategic management style, aligned with each client's unique financial goals. The firm's compensation structure provides clients with flexibility, including a percentage of assets under management. This ensures that the firm's interests are closely aligned with the success of their clients' portfolios. With a dedicated team of 35 employees, including 9 investment advisors, Smart Wealth, LLC boasts an average of approximately $23,470,000 in assets under management per advisor. The firm's commitment to a low advisor-to-client ratio allows for individualized attention and a high level of service. Smart Wealth, LLC also extends its services as an insurance broker or agent, providing clients with a comprehensive approach to their financial well-being. Several of the firm's longest-tenured advisors, including Blake Grimm, Dustin Galvan, and Dayne Lawyer, bring a wealth of experience and expertise to Smart Wealth, LLC. Their commitment to delivering exceptional financial guidance contributes to the firm's success in meeting client needs and exceeding expectations.

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.

Plan A Wealth, LLC, based out of Lincoln, NE, is a local investment advisory firm specializing in wealth management. With over 240 individual clients and more than $233,595,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Although 401K and individual accounts account for less than 30% of their assets, Plan A Wealth, LLC possesses the expertise to manage employer funds, catering to diverse investment needs. Notably, 90% of the assets they manage are discretionary, indicating their ability to make independent investment decisions on behalf of clients. Targeting high net worth individuals, Plan A Wealth, LLC primarily manages substantial assets. Their compensation structure offers clients flexibility and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. With a dedicated team of 12 employees, including 10 experienced investment advisors, the firm ensures personalized attention to each client. Their investment advisors boast an impressive average of approximately $23,360,000 in assets under management per advisor. Plan A Wealth, LLC takes pride in its long-tenured advisors, including Ronald Anderson, Michael Krause, and Becky Wiegand, who bring years of industry experience and expertise to the table. Their commitment to maintaining enduring relationships with clients sets them apart in the competitive financial landscape. Overall, Plan A Wealth, LLC offers comprehensive wealth management services, focusing on high net worth individuals and providing tailored investment strategies to help clients achieve their financial goals.

True Measure Wealth Management is a small investment advisory firm based out of Omaha, NE, with two offices. With a total of two employees, a small percentage of them provide investment advisory services. Their compensation structure is diverse and includes a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts represent less than 30% of their assets under management, True Measure Wealth Management has the capability to manage employer funds. Notably, all the assets they manage are discretionary, allowing them flexibility in implementing investment strategies. Catering primarily to high net worth individuals, True Measure Wealth Management oversees a substantial portfolio. They have a client base of over 240 individuals and manage assets worth more than $196,151,000. One of the firm's longest-tenured registered advisors, Patrick Tucker, has been with True Measure Wealth Management since 2001. His extensive experience and expertise contribute to the firm's reputation for delivering personalized and effective investment solutions. True Measure Wealth Management prides itself on providing comprehensive wealth management services, aiming to help clients achieve their financial goals. With a focus on building long-term relationships, they offer strategic investment advice tailored to each client's unique circumstances. By leveraging their knowledge and experience, True Measure Wealth Management strives to provide exceptional service and assist clients in navigating the complexities of the financial landscape.

Cambridge Advisors Inc is a local investment advisory firm based out of Omaha, NE, with one office. With a team of five experienced professionals, Cambridge Advisors Inc offers comprehensive investment advisory services to a diverse range of clients. The firm manages an average of approximately $106,100,000 in assets under management per investment advisor, which aligns with the industry average. The compensation structure at Cambridge Advisors Inc encompasses various types, including a percentage of assets under management and fixed fees. While the majority of their assets under management consist of non-discretionary accounts, such as 401K and individual accounts, the firm also possesses the expertise to manage employer funds. Notably, a significant portion of the assets they oversee, around 95%, are under discretionary management. Cambridge Advisors Inc boasts an extensive client base, serving over 200 individual clients who entrust them with more than $530,482,000 in assets under management. The firm takes pride in its long-standing relationships and the dedication of its advisors. Among the notable and tenured professionals at the firm are Justin Anderson, Michael Bridgman, and Lori Liffring. With a commitment to providing personalized and strategic investment advice, Cambridge Advisors Inc is recognized for its professionalism, expertise, and strong track record. They aim to help clients achieve their financial goals through tailored investment solutions, while also adapting to market dynamics and staying abreast of industry trends.

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.

Orion Portfolio Solutions, LLC is a highly reputable regional investment advisory firm headquartered in Omaha, NE. With a workforce of 326 dedicated professionals, they specialize in providing top-notch financial solutions to a wide range of clients. A notable aspect of their operations is that 72 employees are solely focused on delivering expert investment advisory services. Renowned for their expertise and exceptional track record, Orion Portfolio Solutions manages an impressive $53,283,017,000 in assets under management, serving a substantial client base of over 202,330 individuals. They boast an average of $177,830,000 in assets under management per investment advisor, surpassing the industry average and illustrating their commitment to delivering personalized financial strategies. Orion Portfolio Solutions' compensation structure is multifaceted, incorporating various approaches such as a percentage of assets under management, fixed fees, and hourly charges. This diverse range of options allows them to cater to the unique needs and preferences of their discerning clientele. With a strong emphasis on employer 401Ks and individual accounts, Orion Portfolio Solutions has cultivated extensive experience in this area. Impressively, around 76% of the assets they manage are discretionary, demonstrating their clients' trust in their decision-making capabilities. With two offices strategically located in Omaha, Orion Portfolio Solutions has firmly established itself as a trusted partner for individuals and organizations seeking expert financial guidance. Among their accomplished team of advisors, Justin Nordstrom, Justin Kullman, and Todd Clarke stand out as some of the firm's most experienced and long-serving professionals. In summary, Orion Portfolio Solutions, LLC is a highly regarded regional investment advisory firm, renowned for their exceptional service, extensive experience in the employer 401K and individual account space, and a dedicated team of seasoned professionals.

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.

Pflug Koory, LLC is a distinguished investment advisory firm located in Omaha, NE, boasting a solid track record of success in the financial industry. With their headquarters in Omaha, they operate from a single office and are deeply committed to providing exceptional services to their esteemed clientele. The firm prides itself on its team of three dedicated professionals, two of whom are seasoned investment advisors. Pflug Koory, LLC stands out in the industry with its remarkable average assets under management per investment advisor, which currently stands at an impressive $139,550,000. This figure far exceeds the industry average, reflecting the firm's ability to effectively handle substantial financial portfolios. The company's compensation structure is diversified, encompassing various approaches such as a percentage of assets under management and hourly charges, ensuring flexibility and alignment with their clients' unique needs. While Pflug Koory, LLC manages a diverse range of assets, including 401K and individual accounts, these represent less than 30% of their total assets under management. However, their expertise extends to managing employer funds, demonstrating their capability and versatility in catering to a wide array of financial needs. Notably, an overwhelming 92% of the assets they manage are discretionary, highlighting their expertise in making informed investment decisions on behalf of their clients. With a predominant focus on high net worth individuals, Pflug Koory, LLC boasts an impressive client base of over 80 individuals, entrusting the firm with assets totaling more than $279,101,000. Among their team of professionals, Thomas Pflug and Marcia Koory stand as two of the longest-tenured registered advisors, exemplifying the firm's commitment to experience and expertise. Overall, Pflug Koory, LLC has established itself as a reputable investment advisory firm, combining their deep industry knowledge with personalized services to help clients achieve their financial goals effectively.

HBE Wealth Management, LLC, based out of Lincoln, NE, is a small investment advisory firm that caters to over 160 individual clients. With a solid track record, they manage a substantial $128,627,000 in assets. HBE's expertise lies in handling employer 401Ks and individual portfolios, accounting for roughly half of their assets under management. Their reputation in this domain is well-established. With two offices, HBE Wealth Management focuses on delivering exceptional service to their clients. 98% of the assets they manage are handled on a discretionary basis, allowing them to make informed investment decisions aligned with their clients' objectives. This discretionary approach reflects their commitment to tailored solutions and client satisfaction. HBE's compensation structure is designed to align their success with that of their clients. They employ various types of fees, including a percentage of assets under management, ensuring that their interests are aligned with their clients' financial goals. The firm employs a total of four dedicated professionals, with two of them providing investment advisory services. Each investment advisor at HBE manages an average of approximately $64,310,000 in assets, which is in line with the industry average. The team's expertise and experience make them well-equipped to guide clients through various market conditions and investment opportunities. HBE Wealth Management prides itself on its longstanding advisors, including Allison Becker, Christopher Bedient, and Scott Becker. These individuals bring extensive knowledge and tenure to the firm, further enhancing HBE's ability to provide personalized and comprehensive financial guidance to their clients.

Mutual Of Omaha Investor Services, Inc., a regional investment advisory firm headquartered in Omaha, NE, boasts an extensive network of 115 offices. With a total workforce of 320 dedicated professionals, the company is committed to providing top-notch investment advisory services to its clients. With an average of approximately $40,000 in assets under management per investment advisor, Mutual Of Omaha Investor Services, Inc. ensures personalized attention and expertise for each client. The firm's compensation structure is diverse, incorporating various methods such as a percentage of assets under management, hourly charges, and fixed fees. Notably, they have garnered significant experience in managing employer 401Ks and individual accounts, with these sources accounting for approximately half of their assets under management. This expertise enables them to deliver exceptional services in this realm. Mutual Of Omaha Investor Services, Inc. prides itself on its discretionary management approach, with 100% of the assets they handle falling under this category. This reflects the trust and confidence their clients place in the firm's ability to make informed investment decisions. The company's impressive client base consists of over 5,850 individuals who have entrusted Mutual Of Omaha Investor Services, Inc. with a substantial $14,275,000 in assets under management. Within the firm, several seasoned advisors stand out for their long-standing commitment and expertise, including Carol Coldanghise, Mark Zagurski, and Jeffrey Swope. Mutual Of Omaha Investor Services, Inc. continues to excel as a regional investment advisory firm, driven by its extensive office network, experienced professionals, and strong track record in managing diverse investment portfolios.