Arbor Point Advisors, based out of LaVista, NE, is a renowned regional investment advisory firm with a strong presence in the industry. With 1844 employees, a small percentage of whom are dedicated to providing investment advisory services, they have built a reputation for excellence. Their exceptional asset management expertise is evident in their impressive average of approximately $701,380,000 in assets under management per investment advisor, which surpasses the industry average. The firm's compensation structure is multifaceted, incorporating various types of remuneration, including a percentage of assets under management. Arbor Point Advisors boasts a substantial client base, with over 17,550 individual clients entrusting them with their investments, amounting to over $6,428,973,000 in assets under management. Notably, around half of their assets under management originate from employer 401Ks or individuals, showcasing their proficiency in this particular segment. With an impressive 96% of their managed assets being discretionary, Arbor Point Advisors possesses the authority to make independent investment decisions on behalf of their clients. They have established 139 offices, providing convenient access to their services across the region. Arbor Point Advisors takes pride in their team of experienced professionals. Noteworthy among them are some of the firm's longest-tenured advisors, including Debra Hendrickson, William Webb, and Carole Rominger, who bring a wealth of knowledge and expertise to the organization. Arbor Point Advisors continues to solidify its position as a leading investment advisory firm, offering comprehensive solutions and delivering exceptional results to their diverse clientele.

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.

Flagstone Financial Management, LLC is a small investment advisory firm headquartered in Lincoln, NE, operating from a single office. With a total of seven employees, three of whom are dedicated to providing investment advisory services, Flagstone Financial Management, LLC has established itself as a trusted partner in the financial industry. Their average assets under management per investment advisor amount to approximately $84,150,000, aligning with the industry average. The firm's compensation structure is diverse, incorporating various methods such as a percentage of assets under management, hourly charges, and fixed fees. While their portfolio includes a limited portion of 401K and individual accounts, which constitute less than 30% of their assets under management, they possess the capability to effectively manage employer funds. Moreover, Flagstone Financial Management, LLC's management of 100% of assets is discretionary, enabling them to make informed decisions on behalf of their clients. Specializing in serving high-net-worth individuals, the firm boasts an impressive clientele, with over 180 individual clients and more than $252,462,000 in assets under management. Brenda Zitek, Michael Johnson, and Stephanie Tredway are among the firm's longest-tenured advisors, offering their expertise and experience to guide clients towards their financial goals. As a dedicated investment advisory firm, Flagstone Financial Management, LLC places a strong emphasis on building lasting relationships with their clients. Through their comprehensive range of services and their team's commitment to excellence, they strive to deliver personalized financial solutions that meet the unique needs of each client.

Allstate Financial Advisors, LLC is a reputable investment advisory firm headquartered in Lincoln, NE. With over 140 individual clients and an impressive $28,519,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The company operates from 40 offices, providing personalized financial services to a diverse range of clients. Specializing in managing employer 401K plans and individual portfolios, Allstate Financial Advisors, LLC demonstrates their expertise and dedication to helping clients maximize their investments. Over 80% of their assets under management are derived from employer 401K plans and individual investors. This showcases their proficiency in handling retirement planning and investment strategies for both employers and employees. With a total of 335 employees, Allstate Financial Advisors, LLC boasts a skilled and knowledgeable team. While only a small percentage of their workforce provides investment advisory services, they ensure that each client receives individualized attention and comprehensive financial advice. The firm takes pride in their experienced advisors, with James Badorek, Gerald Heiple, and Tammy Larson being among the longest tenured professionals. Allstate Financial Advisors, LLC offers a diverse compensation structure that includes various options tailored to meet the specific needs of their clients. By utilizing their extensive financial expertise and resources, they strive to provide effective wealth management solutions, empowering their clients to make informed financial decisions. With a strong track record and a commitment to excellence, Allstate Financial Advisors, LLC is well-positioned to continue assisting individuals and employers in achieving their financial goals.

Bazis Private Wealth, LLC is a highly reputable investment advisory firm headquartered in Omaha, NE, with four strategically located offices. With an impressive roster of over 100 individual clients, they manage a substantial $162,414,000 in assets. Specializing in discretionary asset management, Bazis Private Wealth caters primarily to high-net-worth individuals, who make up the majority of their client base. While their primary focus is on high-net-worth individuals, Bazis Private Wealth also possesses the expertise to handle employer funds, although such accounts represent less than 30% of their total assets under management. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. With a team of three dedicated employees, including two seasoned investment advisors, Bazis Private Wealth demonstrates a commitment to providing personalized services to their clients. Each investment advisor manages an average of approximately $81,210,000 in assets, which aligns with the industry average. Duane Bazis and Richard Mcginness are recognized as two of the firm's longest-tenured registered advisors, contributing their extensive knowledge and experience to the team. Bazis Private Wealth's success can be attributed to their client-centric approach, meticulous asset management, and a strong emphasis on building long-term relationships. As a small investment advisory firm with an exceptional track record, they continue to distinguish themselves in the competitive financial landscape, providing trusted guidance and tailored solutions to their diverse clientele.

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.

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.

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.

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.

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.