Finding a Top Financial Advisor Firm in Lincoln, Nebraska
Finding the right financial advisor is challenging. SmartAsset has simplified the search for investors by determining for the top financial firms in Lincoln. This list of the top Lincoln financial advisor firms is the result of dozens of hours of research into the city’s numerous firms. Below, we lay out our findings about these firms and what differentiates them from one another. If you need more guidance as you search for an advisor, SmartAsset’s financial advisor matching tool can pair you with financial advisors near you.
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We match nearly 50,000 people with financial advisors per month. Get connected to an advisor that serves your area today.| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | Pittenger & Anderson, Inc  Find an Advisor | $3,311,270,399 | Varies based on account type |
| Minimum AssetsVaries based on account typeFinancial Services
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| 2 | Lincoln Capital, LLC  Find an Advisor | $742,867,538 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 3 | Bellwether Wealth  Find an Advisor | $684,973,502 | $250,000 |
| Minimum Assets$250,000Financial Services
|
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| 4 | R2 Wealth Management Partners  Find an Advisor | $386,182,129 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 5 | Plan A Wealth Management  Find an Advisor | $370,405,496 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 6 | Capital Consulting & Asset Management  Find an Advisor | $282,163,713 | No set minimum |
| Minimum AssetsNo set minimumFinancial Services
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| 7 | Flagstone Financial Management, LLC  Find an Advisor | $375,178,791 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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What We Use in Our Methodology
To find the top financial advisors in Lincoln, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
Pittenger & Anderson
Pittenger & Anderson (P&A) is a fee-only registered investment advisor (RIA) that tops our Lincoln list. It offers investment management and financial planning services to individuals, corporations and charitable organizations.
Most of its clientele, however, consists of individuals outside the scope of high net worth. The minimum investments required to open accounts vary depending on the type of individual investment portfolio you choose. These minimums can range from $100,000 to $500,000.
P&A builds individual portfolios for its clients based on factors like their overall risk tolerance and investing objectives. The firm conducts ongoing evaluations of these portfolios and rebalances asset allocations and other features if deemed necessary.
However, the firm utilizes a core and satellite format for constructing client portfolios. For instance, the core equity portion may consist mostly of large-cap stocks and passively managed funds while the satellite equity part of a portfolio may include mid- and small-cap stocks, as well as alternative assets. Meanwhile, the core fixed-income portion of a client's account may consist of “fairly passive investment grade bonds,” while the satellite fixed-income assets could be high-yield bonds, foreign debt and mortgage-backed securities.
Lincoln Capital
Lincoln Capital comes in second on our list with millions in assets under management (AUM). There is no minimum investment required to use the services of Lincoln Capital, which works with individuals, high-net-worth individuals, trusts, estates and charitable organizations, as well as businesses and retirement plans.
The firm's primary service is comprehensive portfolio management, which includes both asset management and financial planning. Lincoln Capital can deliver asset management services either through a wrap fee program or individually. Clients can also work with the firm to receive standalone financial planning and consulting.
When it comes to investing, Lincoln Capital states that its goal is to create a highly individualized investing plan for each client. The firm also emphasizes that its focus is on long-term growth to maximize investment growth over time.
The firm invests its clients’ assets in stocks and companies that it believes will continue to perform well 10 or 20 years in the future. Lincoln Capital also makes a point to invest in fixed-income securities like certificates of deposit (CDs) and treasury bonds. The firm uses fundamental analysis as well as long-term and short-term investment approaches.
Bellwether Wealth
Bellwether Advisors, which does business as Bellwether Wealth, is a fee-based firm. Bellwether serves retirement plans, individuals, high-net-worth individuals, trusts, charitable organizations, estates, corporations and other businesses. The firm has a minimum account size requirement of $250,000.
The firm’s compensation arrangements include asset-based fees, hourly fees and fixed fees. However, some advisors are also registered broker-dealers and may earn commissions from securities and investment products. This fee structure may incentivize advisors to favor commissioned products or securities with higher fees, but Bellwether says it honors a fiduciary duty to work in each client’s best interests.
Bellwether says it focuses on using a diversified investment approach to achieve excessive returns. In determining undervalued asset classes, the firm employs fundamental analysis, cyclical analysis and technical analysis. Bellwether also uses a proprietary model to determine which investment styles to overweight, and its advisors utilize fixed income and alternative investment strategies.
R2 Wealth Management Partners
Paradigm Wealth, which does business as R2 Wealth Management Partners, has a small staff of advisors working with individuals, high-net-worth individuals, pension and profit-sharing plans, as well as charitable organizations. Among its staff are advisors with the certified financial planner (CFP) and chartered financial consultant (ChFC) designations.
The firm, which doesn’t have a minimum account size requirement, charges a percentage of assets under management for its asset management services. R2 Wealth also offers financial planning on an hourly or fixed-fee basis.
R2 Wealth mainly uses both fundamental and technical methods of analysis when evaluating securities and offering investment advice. As for the firm’s investment strategies, it employs long-term purchases, margin transactions, short-term purchases, frequent trading and option writing.
The firm invests in mutual funds, exchange-listed securities, securities traded over-the-counter, warrants, corporate debt securities, commercial paper, certificates of deposit (CDs), municipal securities, variable annuities, U.S. government securities and more.
Plan A Wealth Management
Plan A Wealth Management (Plan A) checks in next on our list of the top financial advisors in Lincoln. The firm provides portfolio management and financial consultation services to individuals, high-net-worth individuals, charitable organizations, retirement plans, corporations and other businesses.
Plan A doesn’t require a specific initial investment to open an account. The firm charges asset-based fees for its asset management and comprehensive portfolio management services. It also has a subscription-based service with a monthly fee, as well as standalone financial planning and consulting services that can be provided for an hourly or flat fee.
Plan A builds portfolios based on a client’s risk tolerance. These are generally constructed with mutual funds, ETFs, individual stocks and bonds, annuities and life insurance investments. The firm may employ a variety of asset allocation strategies, including both strategic and dynamic asset allocation. The former involves a passive approach and doesn’t require changing asset allocations in spite of changing market conditions. The dynamic asset allocation approach, however, takes into account changing market conditions which may influence a strategic change in asset allocation exposure.
Capital Consulting & Asset Management
Capital Consulting & Asset Management (CCAM) has a relatively limited staff of investment advisors on its team. The firm’s clientele consists of high-net-worth individuals and non-high-net-worth individuals. It's also open to working with banking or thrift institutions, pension and profit-sharing plans, charitable organizations, corporations or other businesses and state or municipal government entities.
The firm aims to build a comprehensive financial plan for its clients. In addition, the firm provides individual portfolio management services for an all-inclusive fee. However, CCAM advisors can earn commissions when trading securities within your account. While this creates a conflict of interest, but the firm has a fiduciary duty to act in clients' best interests.
Clients with under $500,000 to invest will see their money managed internally by CCAM according to one of the firm's model portfolios. Assets are typically invested in mutual funds, most of which are no-load mutual funds. Clients with more than $500,000 to invest can enroll in the firm's Privately Managed Portfolio Program, which provides access to a group of pre-screened external investment advisors. These clients may see their assets allocated to equity securities, warrants, corporate debt, commercial paper, municipal securities, among others.
Flagstone Financial Management
Flagstone Financial Management rounds our our list of the top financial advisory firms in Lincoln. The firm does not require a minimum investment to enroll in its services. The firm works with high-net-worth and non-high-net-worth individuals, foundations and endowments, banks, trusts, estates and corporations.
As a fee-only practice, Flagstone and its advisors do not earn commissions for selling securities or insurance policies. Client-paid fees -- which may be based on assets under management, fixed or hourly -- are the sole source of Flagstone's revenue. This means the firm is not subject to the same types of conflicts of interest that a fee-based firm may have.
One point of focus for Flagstone Financial Management is removing emotion from investing. The firm’s website cites multiple studies that show that investors make poor financial decisions when they fall into certain behavioral traps. Behavioral finance is a relatively new field, but it has grown in popularity over the past few decades.
Flagstone Financial Management combines this behavioral focus with diversified, low-cost portfolios. The firm invests its clients' assets in domestic and international markets. Portfolios may consist of mutual funds, exchange-listed securities, securities traded over-the-counter, certificates of deposit, municipal securities, variable annuities, U.S. government securities and corporate bonds.
