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.

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.

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.

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.

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.

Iams Wealth Management, LLC is a highly regarded regional investment advisory firm headquartered in Omaha, NE. With an extensive network of 45 offices, the firm is well-positioned to serve a diverse range of clients throughout the region. With 56 dedicated employees, the majority of whom specialize in investment advisory services, Iams Wealth Management is committed to providing exceptional guidance and support to their clients. Impressively, the firm boasts an average of approximately $2,940,000 in assets under management per investment advisor, indicating their ability to handle substantial portfolios. Their compensation structure offers flexibility, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have options that align with their needs. A notable strength of Iams Wealth Management lies in their expertise in managing employer 401Ks and individual assets. Approximately half of their assets under management stem from these sources, showcasing their deep experience and understanding of this specialized area. With over 1,010 individual clients and a substantial $152,658,000 in assets under management, Iams Wealth Management has established a solid reputation for delivering exceptional service and results. Their success can be attributed, in part, to their experienced team of advisors. Among the longest tenured professionals at the firm are Charles Heuring, William Campbell, and John Entingh, who contribute their extensive knowledge and insights to the firm's continued growth and success.

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.

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.

CWM, LLC, headquartered in Omaha, NE, is a leading regional investment advisory firm with a strong foothold in the industry. Boasting an impressive portfolio of over 29,890 individual clients, they manage a substantial $19,943,561,000 in assets. With 166 offices strategically positioned across the region, CWM, LLC serves a wide range of clients seeking expert financial guidance. Distinguishing themselves in the market, CWM, LLC specializes in managing employer 401Ks and individual accounts, which collectively account for approximately half of their extensive assets under management. Their proven track record and expertise in this sector make them a trusted choice for individuals and companies alike. The firm takes a client-centered approach, with 100% of the assets they manage being discretionary. This allows them to tailor their investment strategies to the unique goals and preferences of each client. CWM, LLC offers various compensation structures, including a percentage of assets under management, fixed fees, and hourly charges, providing flexible options to accommodate diverse client needs. With a dedicated team of 1111 employees, including 354 experienced investment advisors, CWM, LLC ensures clients receive personalized attention and comprehensive financial advice. Their investment advisors have an average of $56,340,000 in assets under management, aligning with industry standards. CWM, LLC prides itself on its longstanding commitment to excellence, fostered by the expertise of their team. Notable advisors such as Brett Carson, Mark Petersen, and Mark Lookabill bring a wealth of experience and contribute to the firm's reputation for delivering exceptional financial guidance and investment management services.

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.