Clients per advisor for Independent firms in Nebraska

In Nebraska, independent financial advisors tend to serve significantly more clients per advisor than the typical national median of 26, with a state median of 62 clients. This suggests that advisors in Nebraska often manage larger client loads, potentially reflecting a more scalable service model or a market with higher demand. With 76 independent firms operating in the state, many advisors may balance efficiency with personalized service, though they might be approaching the capacity where additional support or firm growth becomes necessary. For clients, this means Nebraska’s independent advisors could offer a blend of accessibility and relationship depth, depending on individual firm strategies.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Barrett FP LLC	Very Low 2	0	1	1
Legacy Estate Planning Group, Inc.	Very Low 5	5	1	1
Family Financial Planning	Very Low 6	6	1	1
Charles Capital	Very Low 6	6	1	1
Spar Wealth Management LLC	Very Low 6	6	1	1
Munifi, LLC	Very Low 7	7	1	1
First Class Wealth Management LLC	Very Low 9	9	1	1
Find Your FI	Low 11	11	1	1
Primus Wealth Advisors LLC	Low 11	11	1	1
WelsPire LLC	Low 14	14	1	1
Executive Wealth Partners	Low 14	14	1	2
Beckett Clark Private Wealth, LLC	Low 14	14	1	2
Gompert Financial	Low 15	15	1	1
P23 Financial, Inc	Low 15	15	1	1
McTaggart Capital, LLC	Low 15	15	1	1
Thomas Jackson Family Office, Inc.	Low 15	15	1	2
TRJ Wealth Management, Inc.	Low 18	18	1	1
WealthMark	Low 20	20	1	1
Turner Financial	Typical 21	21	1	1
The Commonwealth Group LLC	Typical 21	21	1	2
Reserve Wealth Planning	Typical 21	21	1	1
ARC Element Wealth Design	Typical 21	21	1	1
Optimum Wealth Management, LLC	Typical 21	21	1	1
Kompass Financial Advisors, Inc.	Typical 21	21	1	1
Kaizen Wealth Advisors, LLC	Typical 23	23	1	1
MJB Financial Planning	Typical 25	25	1	2
Brokerage Specialists	Typical 25	25	1	2
AlphaOmega Wealth Management, LLC	Typical 26	26	1	1
Well Advised, LLC	Typical 31	31	1	1
Doctors Family Office LLC	Typical 31	31	1	1
Longview Investment Management LLC	Typical 34	34	1	1
ECHO Financial LLC	High 36	36	1	1
Berilium	High 39	39	1	2
ILS Financial, LLC	High 39	39	1	1
Maxus Wealth Management LLC	High 40	40	1	2
Forty Three Eighteen Advisors, LLC	High 45	45	1	1
Plains Advisory LLC	High 52	52	1	1
Liberty Advisers Inc.	High 61	61	1	1
Highball Advisors	High 62	62	1	2
Abboud Financial Planning, Inc.	High 62	62	1	1
Kirwan Capital	Very High 69	69	1	1
JB Financial Services, Inc.	Very High 71	71	1	1
RMR Capital Management LLC	Very High 72	72	1	1
Tringle Jr., John R.	Very High 74	74	1	1
Evergreen Capital Management Inc	Very High 75	75	1	1
Winten Investment Partners, LLC	Very High 76	76	1	1
Genereux Investment Management, Inc.	Very High 76	76	1	1
Weigelfam	Very High 80	80	1	1
Brilliant Financial Advisors LLC	Very High 86	86	1	1
Bullseye Investment Group	Very High 89	89	1	1
Ember Wealth Concepts & Financial Planning	Very High 93	93	1	2
Schenkelberg Investments, LLC	Very High 96	96	1	1
Starkel Wealth Advisors, LLC	Very High 99	99	1	1
Virtual Investment Planning LLC	Very High 102	102	1	2
Foy Financial Services, Inc.	Very High 104	104	1	1
Turnstone Financial	Very High 113	113	1	2
Yandell Investments, LLC	Very High 115	115	1	2
Granite State Retirement Planning, Inc.	Very High 128	128	1	1
Polaris Financial Planning, LLC.	Very High 129	129	1	1
Collier Financial, Inc	Very High 172	172	1	2
Stonefield Investment Advisory, Inc.	Very High 181	181	1	2
Parco Wealth Management LLC	Very High 191	191	1	2
Spelts Wealth Management, Inc.	Very High 199	199	1	2
Retirement Planning Specialists - Midwest, LLC	Very High 200	200	1	1
Lane Family Wealth Management	Very High 202	202	1	2
AFSC Advisors, Inc	Very High 207	207	1	1
SPIEHS Wealth Management, Inc.	Very High 287	287	1	1
Intentional Retirement, LLC	Very High 288	288	1	2
Planvest, LLC	Very High 298	298	1	1
Schulmerich & Associates Asset Management, LLC	Very High 392	392	1	2
Flight Line Financial, LLC	Very High 393	393	1	1
The Pilot's Advisor, LLC	Very High 530	530	1	1
HDA Wealth Management, LLC	Very High 540	540	1	2
LendingRobot	Very High 609	609	1	2
Clarion Advisors Inc.	Very High 632	632	1	1
Alternative Strategies Group, Inc.	Very High 687	687	1	1

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Clients per advisor for Independent firms serving clients in Nebraska