Top Financial Advisors in Omaha, NE

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CWM, which stands for Carson Wealth Management, is a massive fee-based firm that ranks No. 1 among financial adivsors in Omaha, Nebraska. CWM works with a diverse clientele, including individuals of varying net worths, qualified clients, pension and profit-sharing plans, trusts, estates, sponsors of 401(k) plans, and holders of various IRAs.

The firm, which has more than $33 billion in client assets under management, doesn't typically require a minimum account size. It offers a comprehensive suite of services tailored to meet its clients' diverse financial needs. These services include traditional financial planning, a focused wealth planning program, and the True Wealth Plan Program. 

As a fee-based advisor, it's important to understand the potential for a conflicts of interest related to working with advisors who may receive additional compensation for selling products or services to you. However, the firm and its advisors are bound by a fiduciary duty to put the needs of its clients above its own. 

CWM was founded in 2010 and is owned by Carson Group Holdings, LLC. While based in Omaha, CWM has hundreds of advisors all over the country. These advisors offer comprehensive investment advisory services including personalized asset management, financial planning and retirement plan consulting. 

Like many other firms, CWM tailors investment strategies to each client’s goals, risk tolerance and time horizon. The firm generally favors long-term asset allocation over market timing and builds portfolios using a wide range of asset classes, including equities, exchange-traded funds (ETFs), mutual funds, corporate and government bonds, options, futures, private equity, as well as alternative investments. The firm may also use customized indexing and tax optimization strategies.

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Unlike a lot of the firms on this list, Bridges Investment Management operates on a fee-only basis. This means the firm and its advisors don't receive additional compensation for selling securities or insurance products, which constitutes a conflict of interest. 

The firm caters to a range of clients including hundreds of individuals and high-net-worth individuals, as well as charitable organizations, investment companies, trusts, estates and retirement plans. Notably, there is no minimum account size requirement to become a client. The firm offers a comprehensive suite of services tailored to meet the diverse financial needs of its clients, including financial planning, pension consulting, advisor selection, securities research and educational workshops.

Bridges Investment Management was founded in 1994, making it one of the oldest firms on this list. The firm specializes in comprehensive investment management, which may comprise ongoing portfolio monitoring, retirement plan rollover advice, cash management. The firm may also provide qualified investors access to private fund offerings, including the Bridges Private Equity Fund I, LP.

Bridges Investment Management follows a long-term investment approach centered on each client’s goals, risk tolerance and time horizon. The firm emphasizes high-quality, investment-grade securities, fundamental analysis and broad diversification across industries and sectors. It also uses a range of strategies, including short-term trading, options and margin transactions when appropriate. 

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Mutual Advisors works with institutional investors, individuals, high-net-worth individuals, trusts and estates, as well as qualified purchasers. This fee-based firm does not enforce a universal minimum investment requirement; however, individual investment advisor representatives (IARs) may set their own minimums, which can be met through aggregated accounts.

As a fee-based firm, certain on-staff advisors at Mutual Group can sell insurance and securities for commissions. While this presents a potential conflict of interest, the firm's fiduciary duty requires it to act in clients' best interests at all times.

Founded in 2013, the firm manages more than $6.7 billion in assets under management across its 123 advisors. 

Mutual Advisors utilizes a variety of investment strategies to manage client portfolios. These strategies include diversification across multiple asset classes, investment styles, market capitalizations, sectors and regions. The firm integrates both passive and active management approaches, adheres to modern portfolio theory (MPT), and implements tactical asset allocation and dollar-cost-averaging to optimize investments. Defensive strategies and the inclusion of alternative investments are also part of their approach.

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Avior Wealth Management has been registered as an advisor with the SEC since 2008. According to SEC documents, the firm works primarily with individuals, including non-high-net-worth and high-net-worth individuals, but also serves banks, thrift institutions, pension plans, trusts, estates, charitable organizations and businesses. It specializes in the following topics:

• Retirement planning
• Investment management
• Cash flow planning
• Education planning
• Estate planning
• Tax planning
• Insurance planning

This is a fee-based firm. That means some advisors can sell insurance products on a commission basis. While this creates a potential conflict of interest, the firm is legally bound by fiduciary duty to act in your best interest. However, there is no set account minimum.

While its headquarters are in Omaha, Avior has office throughout the country. The team in Omaha features holds several professional credentials, such as Certified Financial Planner™ (CFP®), chartered financial analyst (CFA), accredited investment fiduciary (AIF), chartered retirement planning counselor (CRPC) and certified investment management analyst (CIMA) designations.

The Avior Wealth Management can create and manage an investment portfolio for you or simply consult you on accounts that already exist in your name. The firm uses fundamental analysis to devise investment strategies and make recommendations. Individual portfolios may invest in the following securities based on your risk tolerance and other factors:

• Exchange-listed securities
• Securities traded over the counter (OTC)
• Certificates of deposit (CD)
• Municipal securities
• Mutual funds
• Exchange-traded funds (ETFs)
• Commercial paper
• Variable annuities
• U.S. government securities

Walnut Private Equity Partners is a fee-only financial advisory firm. This means it charges fees for only its own services and doesn’t collect commissions or revenue for other activities such as recommending one investment over another. This arrangement can, thus, significantly reduce potential conflicts of interest between the client and their advisor. 

The firm works only with high-net-worth individuals, as it provides financial planning and portfolio managment for family offices and trusts. Walnut Private Equity Partners imposes a $1 million account minimum and only lists two individual clients on its Form ADV.

Founded in 2013, the firm provides discretionary asset management services, offering continuous supervision of client accounts based on individual financial goals, risk tolerance and investment objectives. The firm also offers one-time or as-needed financial consulting services. Clients may impose restrictions on their accounts, and all services are tailored through one-on-one engagement and client-provided information.

To formulate investment advice, the firm uses fundamental analysis and a long-term approach. It also primarily recommends one type of security: master limited partnerships. The firm acknowledges that some of the risks involved with this strategy include "lack of diversification, need for sophisticated tax advice, reliance upon volatile commodities pricing for valuations and lack of liquidity in many of the potential holdings."

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Lutz Financial's clients include individuals with and without a high net worth, retirement plans, charitable organizations and business entities. The firm typically maintains a $500,000 minimum account size requirement. If you account dips below this threshold, the firm may charge you 1.50% of assets under management or $1,250 per quarter, whichever is higher. 

The Lutz Financial has several Certified Financial Planners™ (CFPs®) on the staff. While Lutz Financial is a fiduciary, it has a fee-based structure because its advisors may earn commissions from selling certain financial services and products. While this is a conflict of interest, the firm's fiduciary duty requires it to act in clients' best interests.

Jim Boulay, the firm's managing member and chief compliance officer founded Lutz Financial in 1980, making it the oldest firm on this list. The firm provides services such as retirement planning and advice for managing an investment portfolio. The firm doesn’t show preference to clients who want to invest for the short term (holding securities for less than a year) or the long term (holding securities for at least a year).

Lutz Financial primarily invests client assets in mutual funds, bonds and ETFs. The firm chooses stocks and other assets using fundamental analysis, a standard practice for financial advisors that involves analyzing a company’s revenue, expenses, assets and liabilities. The firm does not recommend investment strategies that rely on margin transactions. 

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HUB Investment Advisors (HIA) provides its clients with financial planning, private wealth management and investment management services. It also works with corporate retirement plan sponsors and businesses. To open an account with the firm, you’ll generally need a minimum initial investment of $250,000, though this requirement can be waived.

This fee-based firm has on-staff financial advisors that can earn commissions from insurance or securities sales. Despite the potential conflict of interest this induces, the firm is legally required to act in your best interest because of its fiduciary duty. 

HIA was established in 2004 and became a registered investment advisor in 2012. The firm’s owner is HUB International Limited, which purchased the firm in 2019.

HIA follows a long-term, fundamental value investing approach, avoiding market speculation and emphasizing risk-adjusted returns. Portfolios are customized along a conservative-to-aggressive risk scale and typically include equities, fixed income, ETFs, mutual funds, and alternative assets. They may also incorporate options or limited partnerships when suitable. The firm uses ongoing monitoring and rebalancing to align with client goals and prevailing market conditions.

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Private Wealth Asset Management is a fee-based financial advisory firm that specializes in offering investment management, wealth management, 401(k) asset allocation strategies and non-investment advisory services. The firm primarily works with individuals and high-net-worth individuals, but also offers services to family offices, trusts, estates, non-profit organizations and other types of business entities. The firm does not have a required minimum account size to get started, but third-party advisors might. 

There is the potential for a conflict of interest as the firm or some advisors may earn commissions from the sale of certain products. However, the firm and its advisors are bound by fiduciary duty to put the needs of its clients first.. 

Private Wealth Asset Management was founded in 2021 and currently manages more than $1.84 billion in assets under management. Its team includes advisors and analysts who have earned the chartered financial analyst (CFA) and Certified Financial Planner™ (CFP®) designations. 

The firm believes that achieving investment success requires a disciplined, structured approach. Its investment philosophy is rooted in the principles of Modern Portfolio Theory, applied with practical, real-world experience. Portfolios are managed in the client's best interest and tailored to their specific goals and financial circumstances.

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The Founded in 2013, Ironvine Capital Partners serves individuals, high-net-worth individuals, endowments, foundations, charitable organizations, retirement plans, trusts, estates and businesses. The firm requires a general minimum account size of $250,000, though this may be waived at its discretion.

Ironvine is a fee-only firm; it does not receive compensation from securities sales or insurance products. It offers discretionary investment management, financial planning and retirement plan consulting services. Its financial planning includes tax and retirement planning, income analysis and philanthropic goal setting.

Members of the Ironvine team hold several professional certifications, including the Certified Financial Planner™ (CFP®), chartered financial analyst (CFA) and certified employee benefits specialist (CEBS) designations. 

Investment management is centered around two proprietary, GIPS-compliant equity strategies: Ironvine Concentrated Equity and Ironvine Core Equity. These strategies employ a long-term, bottom-up fundamental analysis approach to invest primarily in a concentrated selection of U.S.-listed common stocks. The firm looks for businesses with durable competitive advantages, strong financials, capital-efficient growth opportunities and owner-oriented leadership.

Clients are also given flexibility to impose certain investment restrictions. The firm does not participate in wrap fee programs, and its services are designed for investors comfortable with concentrated equity strategies.

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Cambridge Advisors, another fee-only financial advisory firm, rounds out our list of the top practices in Nebraska's largest city. This means Cambridge charges fees for only its own services. It doesn’t collect commissions or revenue for other activities such as recommending one investment over another.

Cambridge provides investment management and financial planning services tailored to each client’s goals, risk tolerance and preferences. The firm also offers stand-alone financial planning, retirement plan consulting and management, as well as fiduciary services for retirement account rollovers

Today, Cambridge works with non-high-net-worth individuals, as well as with people who have a high net worth. It also works with pensions, profit-sharing plans and charities. The firm technically has a $500,000 minimum investment requirement, though it may be willing to waive this.

Cambridge was founded in 1990, making it one of the oldest firms on our list. Its team features advisors with the chartered financial analyst (CFA), chartered financial consultant (ChFC), certified public accountant (CPA) and accredited asset management specialist (AAMS) designations. 

The firm relies on a long-term investment strategy centered on diversification across asset classes, industries and styles. They use individual equities, mutual funds, ETFs, fixed income securities, private assets and digital assets.