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.

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.

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.

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.

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.

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.

R2 Wealth Management Partners is a local investment advisory firm based out of Lincoln, NE. With a single office, the firm is deeply rooted in the community it serves. R2 Wealth Management Partners prides itself on delivering exceptional financial guidance and services to a diverse client base. With a team of eight dedicated professionals, five of whom specialize in investment advisory services, R2 Wealth Management Partners is well-equipped to provide expert advice tailored to their clients' individual needs. Each investment advisor manages an average of approximately $56,510,000 in assets under management, aligning with the industry standard. The firm's compensation structure offers flexibility and choice, allowing clients to select from options such as a percentage of assets under management, hourly charges, and fixed fees. This approach ensures that clients have access to a variety of fee arrangements that suit their preferences. R2 Wealth Management Partners has gained a solid reputation in managing employer 401Ks and individual assets, accounting for approximately half of their assets under management. Their extensive experience in this space has allowed them to develop a deep understanding of the unique challenges and opportunities that come with these types of investments. Boasting a discretionary asset management rate of 94%, R2 Wealth Management Partners empowers their clients by making informed investment decisions on their behalf. With over 640 individual clients and an impressive $282,563,000 in assets under management, the firm has established a strong track record of success. Notably, the firm takes pride in the longevity of its advisors. Andrew Pool, Robert Rossi, and Linda Rossi are among the most tenured professionals at R2 Wealth Management Partners, bringing a wealth of experience and expertise to the table. Their unwavering commitment to client satisfaction has been instrumental in building enduring relationships.

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.

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.

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.