Clients per advisor for Supported firms serving clients in Nebraska

In Nebraska, supported financial advisory firms tend to serve a notably higher number of clients per advisor compared to the broader market. With 296 firms operating in this category, the median clients per advisor stands at 88, well above the national median of 47. This suggests that Nebraska advisors often manage larger client loads, which may indicate more streamlined, efficient service models designed to accommodate a broader client base. For consumers, this could mean access to advisors who balance scalability with service, potentially offering lower minimums or fees, though with less individualized attention than firms with smaller client loads.

Supported firms nationally 6,970 firms
Very Low 7-21 per advisor
Low 21-40
Typical 40-64
High 64-105
Very High 105-209
5th 20th 40th 60th 80th 95th

Median: 51

Firm
Client/advisor ratio
Clients
Advisors
Staff
Zacks Intelligence LLC logo Zacks Intelligence LLC
Very Low 1
1
1
7
True Wealth, LLC logo True Wealth, LLC
Very Low 1
1
1
5
True Wealth Nation logo True Wealth Nation
Very Low 2
7
3
5
WMK Investment Partners logo WMK Investment Partners
Very Low 3
11
4
5
Adaptive Advice, LLC logo Adaptive Advice, LLC
Very Low 9
18
2
4
Vesteer Wealth Management, LLC logo Vesteer Wealth Management, LLC
Very Low 10
29
3
3
Red Night Capital LLC logo Red Night Capital LLC
Very Low 11
32
3
4
J.P.Morgan Wealth Management Solutions Inc. logo J.P.Morgan Wealth Management Solutions Inc.
Very Low 11
32
3
65
402 Financial logo 402 Financial
Very Low 12
24
2
2
Vogel Wealth Management, LLC logo Vogel Wealth Management, LLC
Very Low 14
27
2
2
Servatus Capital
Very Low 15
29
2
2
Foundry Wealth Advisors, LLC logo Foundry Wealth Advisors, LLC
Very Low 17
66
4
4
Arnold Weitz & Co logo Arnold Weitz & Co
Very Low 17
34
2
2
Oberlin Wealth Partners, LLC logo Oberlin Wealth Partners, LLC
Very Low 17
17
1
3
Sage Investment Counsel logo Sage Investment Counsel
Very Low 20
79
4
4
Clark Wealth Strategies, Inc logo Clark Wealth Strategies, Inc
Very Low 21
85
4
5
Integrity Road Wealth Partners LLC logo Integrity Road Wealth Partners LLC
Low 22
66
3
3
K2 Wealth Management LLC logo K2 Wealth Management LLC
Low 23
70
3
4
Financial Avenues logo Financial Avenues
Low 24
94
4
4
Wold Financial Group logo Wold Financial Group
Low 24
72
3
3
Ellerbrock-Norris Wealth Strategies LLC logo Ellerbrock-Norris Wealth Strategies LLC
Low 25
74
3
3
Fairway Asset Management, LLC logo Fairway Asset Management, LLC
Low 25
74
3
4
Season Investments, LLC logo Season Investments, LLC
Low 25
75
3
3
SIPHERD Wealth Management, LLC logo SIPHERD Wealth Management, LLC
Low 25
25
1
3
Jersey Shore Portfolio Management, LLC logo Jersey Shore Portfolio Management, LLC
Low 27
53
2
2
Alta Strada Wealth Management logo Alta Strada Wealth Management
Low 27
54
2
2
Graeter Wealth Advisors, LLC logo Graeter Wealth Advisors, LLC
Low 28
85
3
3
First Financial Services, LLC logo First Financial Services, LLC
Low 29
88
3
5
Vision Capital & Management logo Vision Capital & Management
Low 30
59
2
5
103 Advisory Group logo 103 Advisory Group
Low 30
89
3
3
Bristlecone Value Partners, LLC logo Bristlecone Value Partners, LLC
Low 30
90
3
3
Clarity Capital Advisors, LLC logo Clarity Capital Advisors, LLC
Low 32
63
2
2
Round Table Investment Strategies, LLC logo Round Table Investment Strategies, LLC
Low 32
97
3
4
Virtue Asset Management LLC logo Virtue Asset Management LLC
Low 32
97
3
3
Trinity Wealth Advisors LLC logo Trinity Wealth Advisors LLC
Low 33
132
4
8
YES Wealth Management logo YES Wealth Management
Low 33
100
3
7
Footprints Asset Management & Research, Inc. logo Footprints Asset Management & Research, Inc.
Low 33
100
3
3
DB Advisors logo DB Advisors
Low 34
134
4
4
Lawson Kroeker Investment Management Inc logo Lawson Kroeker Investment Management Inc
Low 34
134
4
7
Integrated Planning & Wealth Management, LLC logo Integrated Planning & Wealth Management, LLC
Low 34
136
4
7
Dessonville Financial Group Incorporated
Low 34
68
2
2
Chacon Diaz & Di Virgilio Wealth Management, LLC logo Chacon Diaz & Di Virgilio Wealth Management, LLC
Low 35
138
4
4
Laguna Capital Management, Inc. logo Laguna Capital Management, Inc.
Low 35
104
3
3
Rainier Family Wealth, Inc. logo Rainier Family Wealth, Inc.
Low 35
105
3
5
3Roots Wealth Partners LLC
Low 35
106
3
3
Lyons Wealth Management logo Lyons Wealth Management
Low 35
106
3
4
Guide Rock Capital Management, Inc. logo Guide Rock Capital Management, Inc.
Low 36
71
2
2
Evergreen Wealth Advisors logo Evergreen Wealth Advisors
Low 36
142
4
18
J.F. Williams Co., Inc. logo J.F. Williams Co., Inc.
Low 36
142
4
4
Sterling Financial Advisors, LLC logo Sterling Financial Advisors, LLC
Low 36
143
4
4
Cypress Asset Management, Inc. logo Cypress Asset Management, Inc.
Low 36
72
2
4
Synergy Capital logo Synergy Capital
Low 36
72
2
2
Reichard Capital, LLC
Low 36
109
3
4
Sanders Retirement Planning LLC logo Sanders Retirement Planning LLC
Low 37
73
2
2
Scratch Capital logo Scratch Capital
Low 38
150
4
4
Datalign logo Datalign
Low 38
38
1
20
Cladis Investment Advisory LLC logo Cladis Investment Advisory LLC
Low 38
114
3
3
Principia Wealth Advisory, LLC logo Principia Wealth Advisory, LLC
Low 38
152
4
5
Lakewood Asset Management, LLC logo Lakewood Asset Management, LLC
Low 39
155
4
5
NRG Wealth Management logo NRG Wealth Management
Low 39
155
4
5
Bourne Lent Asset Managament, Inc. logo Bourne Lent Asset Managament, Inc.
Low 39
78
2
4
Mission Financial Planning, Inc. logo Mission Financial Planning, Inc.
Low 39
117
3
3
Evergreen Private Wealth logo Evergreen Private Wealth
Typical 42
166
4
4
Concorde Investment Management logo Concorde Investment Management
Typical 42
125
3
6
Davies Financial Advisors, Inc. logo Davies Financial Advisors, Inc.
Typical 42
125
3
10
Paragon Private Wealth Management LLC logo Paragon Private Wealth Management LLC
Typical 42
167
4
6
17 Capital Partners, LLC logo 17 Capital Partners, LLC
Typical 43
128
3
7
Chesapeake Asset Management LLC logo Chesapeake Asset Management LLC
Typical 43
130
3
5
Nabity-Jensen Investment Management, Inc. logo Nabity-Jensen Investment Management, Inc.
Typical 44
87
2
3
Storyone Family Office logo Storyone Family Office
Typical 44
132
3
8
Perspective Wealth Advisors logo Perspective Wealth Advisors
Typical 44
176
4
7
Compass Investments LLC logo Compass Investments LLC
Typical 44
176
4
5
LFN Advisors Inc. logo LFN Advisors Inc.
Typical 45
179
4
4
Capital City Wealth Management, Inc. logo Capital City Wealth Management, Inc.
Typical 45
135
3
6
Aull & Monroe logo Aull & Monroe
Typical 45
180
4
5
Objectivity Squared Wealth Management logo Objectivity Squared Wealth Management
Typical 45
181
4
6
Yukon Wealth Management, Inc. logo Yukon Wealth Management, Inc.
Typical 46
91
2
4
Aspire Wealth Architects logo Aspire Wealth Architects
Typical 46
137
3
4
Revolution Capital, LLC logo Revolution Capital, LLC
Typical 46
184
4
8
Horizon Family Wealth, Inc. logo Horizon Family Wealth, Inc.
Typical 47
93
2
2
Strategic Advocates, LLC logo Strategic Advocates, LLC
Typical 47
141
3
3
Wakefield Asset Management, LLLP logo Wakefield Asset Management, LLLP
Typical 47
188
4
11
Virtue Wealth Counsel, LLC logo Virtue Wealth Counsel, LLC
Typical 47
141
3
3
Kenora Financial, LLC logo Kenora Financial, LLC
Typical 48
190
4
7
All Terrain Financial Advisors logo All Terrain Financial Advisors
Typical 48
190
4
4
Advocates Wealth Planning logo Advocates Wealth Planning
Typical 48
193
4
6
Pebble Valley Wealth Management logo Pebble Valley Wealth Management
Typical 49
97
2
3
Gould Capital, LLC logo Gould Capital, LLC
Typical 49
146
3
3
Nia Impact Capital logo Nia Impact Capital
Typical 49
147
3
9
Noble Wealth Management P.B.C. logo Noble Wealth Management P.B.C.
Typical 49
196
4
5
Holistic Finance LLC logo Holistic Finance LLC
Typical 50
198
4
5
Enza Financial, LLC logo Enza Financial, LLC
Typical 50
198
4
5
Capstone Capital Wealth Advisors logo Capstone Capital Wealth Advisors
Typical 50
198
4
4
Paces Ferry Wealth Advisors, LLC logo Paces Ferry Wealth Advisors, LLC
Typical 50
198
4
6
Watercolor Financial logo Watercolor Financial
Typical 51
152
3
3
Winter & Associates, Inc. logo Winter & Associates, Inc.
Typical 51
203
4
5
ProAthlete Wealth Management LLC logo ProAthlete Wealth Management LLC
Typical 51
203
4
5
Left Brain Wealth Management, LLC logo Left Brain Wealth Management, LLC
Typical 52
206
4
7
Cherry Creek Financial Advisors, Inc. logo Cherry Creek Financial Advisors, Inc.
Typical 52
103
2
2
Ehrlich Financial Group logo Ehrlich Financial Group
Typical 52
207
4
5
Delarme Wealth Management, Inc. logo Delarme Wealth Management, Inc.
Typical 52
156
3
3
CayDen Wealth Management logo CayDen Wealth Management
Typical 52
104
2
3
Bazis Private Wealth, LLC logo Bazis Private Wealth, LLC
Typical 53
210
4
5
Optima Capital Management logo Optima Capital Management
Typical 54
215
4
4
Vigil Wealth Management, LLC logo Vigil Wealth Management, LLC
Typical 54
162
3
4
Green Peaks Planning logo Green Peaks Planning
Typical 55
109
2
2
Stonekeep Investments, LLC logo Stonekeep Investments, LLC
Typical 55
110
2
2
Advisor.Investments logo Advisor.Investments
Typical 56
168
3
6
Macroview Investment Management LLC logo Macroview Investment Management LLC
Typical 56
225
4
5
Wacker & Associates, Inc.
Typical 57
172
3
4
Prosperity Wealth Planning LLC logo Prosperity Wealth Planning LLC
Typical 57
172
3
6
YFP Wealth logo YFP Wealth
Typical 58
230
4
7
DKM Wealth Management, Inc.
Typical 58
174
3
3
Purewater Capital, LLC logo Purewater Capital, LLC
Typical 58
232
4
5
Mench Financial Inc logo Mench Financial Inc
Typical 58
175
3
4
Delta Wealth Advisors LLC logo Delta Wealth Advisors LLC
Typical 59
176
3
5
Longview Financial Advisors, LLC logo Longview Financial Advisors, LLC
Typical 59
118
2
2
Smith Partners Wealth Management, LLC logo Smith Partners Wealth Management, LLC
Typical 59
118
2
4
Elevation Wealth Management logo Elevation Wealth Management
Typical 60
179
3
3
Capital Consulting & Asset Management logo Capital Consulting & Asset Management
Typical 60
180
3
8
Mullaney Keating & Wright Inc logo Mullaney Keating & Wright Inc
Typical 60
180
3
3
Peak Financial Advisors logo Peak Financial Advisors
Typical 60
120
2
3
JGC Tax & Wealth Management logo JGC Tax & Wealth Management
Typical 60
181
3
3
Oak Wealth Advisors LLC logo Oak Wealth Advisors LLC
Typical 61
182
3
7
Foothills Advisors, LLC logo Foothills Advisors, LLC
Typical 61
182
3
3
Crossgate Wealth Advisors, LLC logo Crossgate Wealth Advisors, LLC
Typical 61
183
3
6
Pflug Koory, LLC
Typical 61
122
2
2
Joyce Wealth Management, LLC logo Joyce Wealth Management, LLC
Typical 62
185
3
3
American Financial Management, Ltd. logo American Financial Management, Ltd.
Typical 62
124
2
2
Sterneck Capital Management LLC logo Sterneck Capital Management LLC
Typical 62
249
4
5
Fullcircle Wealth LLC logo Fullcircle Wealth LLC
Typical 62
187
3
3
Capstone Wealth Advisors, LLC logo Capstone Wealth Advisors, LLC
Typical 63
125
2
3
The Planning Group logo The Planning Group
Typical 63
252
4
4
Markle Financial LLC logo Markle Financial LLC
High 64
257
4
7
Stolz & Associates, Ps logo Stolz & Associates, Ps
High 64
193
3
5
Bonfire Financial, LLC logo Bonfire Financial, LLC
High 65
261
4
4
Bruce G. Allen Investments, LLC logo Bruce G. Allen Investments, LLC
High 66
131
2
2
Asset Planning Corporation logo Asset Planning Corporation
High 66
132
2
5
Lake Road Advisors, LLC logo Lake Road Advisors, LLC
High 66
132
2
2
Kane Company Wealth Management, Inc. logo Kane Company Wealth Management, Inc.
High 66
198
3
5
Dumaine Investments LLC logo Dumaine Investments LLC
High 67
133
2
4
CWS Wealth Partners logo CWS Wealth Partners
High 67
133
2
2
Barden Capital Management, Inc. logo Barden Capital Management, Inc.
High 67
202
3
3
Fjell Capital logo Fjell Capital
High 67
202
3
4
Leibman Financial Servces, Inc. logo Leibman Financial Servces, Inc.
High 68
270
4
4
Strategic Asset Management, LLC
High 68
135
2
2
Clarity Asset Management, Inc. logo Clarity Asset Management, Inc.
High 68
270
4
5
GrowStrong Wealth Strategies logo GrowStrong Wealth Strategies
High 68
203
3
3
RossJohnson & Associates, LLC logo RossJohnson & Associates, LLC
High 68
272
4
4
Banyan Capital Management, Inc. logo Banyan Capital Management, Inc.
High 69
137
2
3
Infinity Advisory Group logo Infinity Advisory Group
High 69
208
3
5
SJBenen Advisory, LLC logo SJBenen Advisory, LLC
High 70
139
2
2
Core Wealth Management, Inc. logo Core Wealth Management, Inc.
High 70
278
4
4
Stewardship Partners Investment Counsel, Inc. logo Stewardship Partners Investment Counsel, Inc.
High 71
142
2
4
McDonough Capital Management, Inc. logo McDonough Capital Management, Inc.
High 71
285
4
4
Investable Wealth, LLC logo Investable Wealth, LLC
High 72
143
2
2
Panoramic Financial logo Panoramic Financial
High 72
143
2
4
McDonnell Capital Management logo McDonnell Capital Management
High 72
143
2
3
Sightline Wealth Advisors, LLC logo Sightline Wealth Advisors, LLC
High 73
290
4
5
Tier One Wealth Management logo Tier One Wealth Management
High 73
218
3
4
Pecaut Wealth Management logo Pecaut Wealth Management
High 73
219
3
6
CAM Investor Solutions logo CAM Investor Solutions
High 73
146
2
3
Stone Island Financial Planning logo Stone Island Financial Planning
High 74
147
2
4
Courage Miller Partners, LLC logo Courage Miller Partners, LLC
High 74
222
3
4
Plan2Thrive Financial logo Plan2Thrive Financial
High 74
222
3
4
Keystone Financial Services logo Keystone Financial Services
High 75
298
4
4
Keating Investment Counselors Inc logo Keating Investment Counselors Inc
High 75
150
2
3
The Foundation Investment Group logo The Foundation Investment Group
High 76
151
2
6
Tealwood Asset Management logo Tealwood Asset Management
High 77
230
3
7
Fyvie Financial LLC logo Fyvie Financial LLC
High 77
77
1
3
Box Financial Advisors, LLC logo Box Financial Advisors, LLC
High 77
232
3
4
Noble Wealth Management, Inc. logo Noble Wealth Management, Inc.
High 77
232
3
6
Broadview Wealth Partners logo Broadview Wealth Partners
High 78
310
4
7
Capital Financial Group, Inc. logo Capital Financial Group, Inc.
High 78
233
3
5
IQVestment, LLC logo IQVestment, LLC
High 78
235
3
5
Balanced Financial Planning, Inc. logo Balanced Financial Planning, Inc.
High 80
80
1
3
Alliance Investment Management, LLC logo Alliance Investment Management, LLC
High 80
160
2
6
Gentry Private Wealth logo Gentry Private Wealth
High 80
241
3
8
Nova R Wealth, Inc. logo Nova R Wealth, Inc.
High 81
323
4
8
Investable logo Investable
High 81
81
1
4
Prudent Man Investment Management logo Prudent Man Investment Management
High 81
243
3
4
GEN Financial Management Inc. logo GEN Financial Management Inc.
High 82
246
3
3
True Wealth Group logo True Wealth Group
High 82
164
2
5
Steadmont Advisors, LLC logo Steadmont Advisors, LLC
High 83
333
4
5
Midwest Heritage Financial Advisors logo Midwest Heritage Financial Advisors
High 84
334
4
6
Sentara Capital logo Sentara Capital
High 85
169
2
3
MOKAN Wealth Management logo MOKAN Wealth Management
High 87
173
2
4
RCA Wealth Strategies LLC logo RCA Wealth Strategies LLC
High 87
262
3
3
Forteris Wealth Management, Inc. logo Forteris Wealth Management, Inc.
High 88
175
2
3
Hiley Hunt Wealth Management, Inc. logo Hiley Hunt Wealth Management, Inc.
High 88
265
3
3
Novus Advisors logo Novus Advisors
High 89
267
3
5
Quantum Private Wealth, LLC logo Quantum Private Wealth, LLC
High 90
90
1
6
Sonmore Financial LLC logo Sonmore Financial LLC
High 91
91
1
4
Cohesion Wealth Management, LLC logo Cohesion Wealth Management, LLC
High 91
364
4
5
Everest Wealth Management logo Everest Wealth Management
High 91
91
1
2
Cypress Capital Management, LLC logo Cypress Capital Management, LLC
High 93
185
2
4
Korving & Company LLC
High 93
278
3
3
Sarver Vrooman Wealth Advisors LLC logo Sarver Vrooman Wealth Advisors LLC
High 93
371
4
5
Integrity Wealth Solutions LLC logo Integrity Wealth Solutions LLC
High 93
186
2
2
Lexus Wealth Management logo Lexus Wealth Management
High 93
279
3
3
MKT Advisors LLC logo MKT Advisors LLC
High 94
374
4
6
Northland Capital Management logo Northland Capital Management
High 94
281
3
6
Elevation Advisory Partners LLC logo Elevation Advisory Partners LLC
High 95
378
4
5
Perissos Private Wealth Management logo Perissos Private Wealth Management
High 95
190
2
2
Aspenridge Wealth Advisors logo Aspenridge Wealth Advisors
High 96
383
4
7
Dominguez Wealth Management Solutions, Inc. logo Dominguez Wealth Management Solutions, Inc.
High 96
192
2
2
VCP Financial LLC logo VCP Financial LLC
High 96
385
4
5
Portfolio Strategies Inc logo Portfolio Strategies Inc
High 96
289
3
5
Schwallier Wealth Management logo Schwallier Wealth Management
High 97
290
3
3
Callahan Capital Management logo Callahan Capital Management
High 97
389
4
5
Koenig Investment Advisory, LLC logo Koenig Investment Advisory, LLC
High 98
293
3
3
RW Baker Wealth Management Group LLC logo RW Baker Wealth Management Group LLC
High 98
196
2
2
Ruggiero Investments logo Ruggiero Investments
High 98
392
4
5
Credentialed Wealth Advisors, LLC logo Credentialed Wealth Advisors, LLC
High 99
297
3
4
Hoffmann Hermanson logo Hoffmann Hermanson
High 100
199
2
2
Cushing Capital Partners, LLC logo Cushing Capital Partners, LLC
High 100
199
2
2
Merryfield Barnes, LLC logo Merryfield Barnes, LLC
High 100
200
2
4
Mission Hills Financial Advisory LLC logo Mission Hills Financial Advisory LLC
High 100
301
3
6
GoalFusion Wealth Management logo GoalFusion Wealth Management
High 101
302
3
5
Park Square Financial Group LLC logo Park Square Financial Group LLC
High 101
404
4
5
Financial Design Group, LLC logo Financial Design Group, LLC
High 102
203
2
3
Cambridge Financial Group, Inc. logo Cambridge Financial Group, Inc.
High 102
306
3
6
FamilyWealth Asset Management logo FamilyWealth Asset Management
High 103
413
4
4
ATX Financial Planning, LLC logo ATX Financial Planning, LLC
High 104
207
2
4
Boyle Capital logo Boyle Capital
High 105
418
4
5
Hickory Wealth Management, LLC
High 105
209
2
4
Authentikos Wealth Advisory LLC logo Authentikos Wealth Advisory LLC
High 105
419
4
5
True Measure Wealth Management logo True Measure Wealth Management
High 105
105
1
2
Planwiser Financial logo Planwiser Financial
Very High 106
211
2
4
Strategic Wealth Partners LLC logo Strategic Wealth Partners LLC
Very High 106
212
2
4
ETF Portfolio Partners, Inc. logo ETF Portfolio Partners, Inc.
Very High 107
429
4
8
Incompass Financial Partners, LLC logo Incompass Financial Partners, LLC
Very High 108
325
3
6
McCarthy Asset Management, Inc. logo McCarthy Asset Management, Inc.
Very High 109
218
2
4
Chronos Wealth Management, L.L.C. logo Chronos Wealth Management, L.L.C.
Very High 111
221
2
3
Blue Capital logo Blue Capital
Very High 111
443
4
7
Turner Capital Investments, LLC logo Turner Capital Investments, LLC
Very High 111
333
3
4
Coordinated Financial Services, Inc. logo Coordinated Financial Services, Inc.
Very High 111
334
3
4
Mitchell & Pahl Private Wealth logo Mitchell & Pahl Private Wealth
Very High 113
225
2
4
Peachtree Investment Partners, LLC logo Peachtree Investment Partners, LLC
Very High 114
227
2
2
Principium Investments LLC logo Principium Investments LLC
Very High 114
227
2
3
Dovetail Financial Group LLC logo Dovetail Financial Group LLC
Very High 114
341
3
6
Lighthouse Financial Services Inc logo Lighthouse Financial Services Inc
Very High 115
458
4
6
Integrity Wealth Partners, LLC logo Integrity Wealth Partners, LLC
Very High 116
231
2
4
Cornerstone Advisors logo Cornerstone Advisors
Very High 116
464
4
4
Capital Wealth Alliance, LLC logo Capital Wealth Alliance, LLC
Very High 116
348
3
5
Bingham Private Wealth, LLC logo Bingham Private Wealth, LLC
Very High 117
117
1
6
Gallagher Wealth Management logo Gallagher Wealth Management
Very High 117
117
1
4
SkyOak Capital, Inc. logo SkyOak Capital, Inc.
Very High 118
236
2
5
Berkeley Capital Management, LLC logo Berkeley Capital Management, LLC
Very High 118
354
3
5
O'Connor Financial Group LLC logo O'Connor Financial Group LLC
Very High 118
355
3
6
Professional Retirement Strategies LLC
Very High 119
238
2
2
Flax Pond Capital, LLC logo Flax Pond Capital, LLC
Very High 119
119
1
2
Fulcrum Wealth Management logo Fulcrum Wealth Management
Very High 121
484
4
4
Florin Pensions LLC logo Florin Pensions LLC
Very High 121
485
4
5
Investment Managers Group, LLC logo Investment Managers Group, LLC
Very High 122
244
2
2
Bridgeway Wealth Management, LLC logo Bridgeway Wealth Management, LLC
Very High 124
248
2
2
Physician Family Financial Advisors Inc logo Physician Family Financial Advisors Inc
Very High 125
376
3
4
Milestones Private Investment Advisors LLC logo Milestones Private Investment Advisors LLC
Very High 127
253
2
3
Kapstone Financial Advisors LLC logo Kapstone Financial Advisors LLC
Very High 127
508
4
5
LifePlan Financial, LLC logo LifePlan Financial, LLC
Very High 128
255
2
7
Nicholson Meyer Capital Management, Inc. logo Nicholson Meyer Capital Management, Inc.
Very High 131
261
2
6
Garnett Investment Strategies logo Garnett Investment Strategies
Very High 131
262
2
5
Advisifi LLC logo Advisifi LLC
Very High 133
133
1
6
G. Dewayne Mcanally logo G. Dewayne Mcanally
Very High 133
399
3
6
Elevate Wealth Management logo Elevate Wealth Management
Very High 135
269
2
5
WealthFD logo WealthFD
Very High 135
406
3
16
Wealth Advisors Group, LLC logo Wealth Advisors Group, LLC
Very High 136
272
2
2
Modern Asset Management LLC logo Modern Asset Management LLC
Very High 136
272
2
2
Great River Financial logo Great River Financial
Very High 136
136
1
4
John-Luke Financial, LLC logo John-Luke Financial, LLC
Very High 140
280
2
2
The Premier Advisory Group, LLC logo The Premier Advisory Group, LLC
Very High 143
570
4
4
Mariaca Wealth Management, LLC logo Mariaca Wealth Management, LLC
Very High 143
285
2
6
R2 Wealth Management Partners logo R2 Wealth Management Partners
Very High 143
430
3
3
Vivid Wealth Management, LLC logo Vivid Wealth Management, LLC
Very High 145
434
3
3
Wilkerson Advisory Group LLC logo Wilkerson Advisory Group LLC
Very High 146
582
4
10
Arrian Investments, Inc. logo Arrian Investments, Inc.
Very High 147
442
3
5
Redstone Wealth Management, LLC logo Redstone Wealth Management, LLC
Very High 148
590
4
10
Clark Wealth Partners, LLC logo Clark Wealth Partners, LLC
Very High 148
444
3
6
von Adelung Wealth Management logo von Adelung Wealth Management
Very High 148
296
2
5
Atlas Wealth Partners LLC logo Atlas Wealth Partners LLC
Very High 149
297
2
3
Johnson Financial Advisors logo Johnson Financial Advisors
Very High 149
297
2
5
Mercurio Wealth Advisors logo Mercurio Wealth Advisors
Very High 149
446
3
11
Hofer & Associates Wealth Management logo Hofer & Associates Wealth Management
Very High 150
300
2
4
Secured Retirement Advisors, LLC logo Secured Retirement Advisors, LLC
Very High 151
602
4
6
Capstone Pacific Investment Strategies logo Capstone Pacific Investment Strategies
Very High 151
302
2
2
Entruity Wealth, LLC logo Entruity Wealth, LLC
Very High 151
302
2
4
The Clark Group Asset Management logo The Clark Group Asset Management
Very High 153
458
3
5
Cosner Financial Group, LLC logo Cosner Financial Group, LLC
Very High 154
614
4
5
BG Wealth Advisory, LLC logo BG Wealth Advisory, LLC
Very High 154
462
3
4
First Nebraska Financial Services logo First Nebraska Financial Services
Very High 154
463
3
7
Brook Capital logo Brook Capital
Very High 157
626
4
5
Diccianni Financial Group, Inc. logo Diccianni Financial Group, Inc.
Very High 158
316
2
4
MarketRiders logo MarketRiders
Very High 159
477
3
6
Financial Strategies Group logo Financial Strategies Group
Very High 165
659
4
10
Bell & Brown Wealth Advisors, LLC logo Bell & Brown Wealth Advisors, LLC
Very High 167
500
3
3
Tim Looney Investments, LLC logo Tim Looney Investments, LLC
Very High 168
504
3
4
Peterson Financial Group, Inc. logo Peterson Financial Group, Inc.
Very High 172
516
3
11
Cultivar Capital, Inc. logo Cultivar Capital, Inc.
Very High 173
345
2
3
FMI logo FMI
Very High 173
690
4
5
Wayfinding Financial, LLC logo Wayfinding Financial, LLC
Very High 181
361
2
5
Longevity Capital Management logo Longevity Capital Management
Very High 182
182
1
3
Morey & Quinn Wealth Partners logo Morey & Quinn Wealth Partners
Very High 183
548
3
4
Crescent Hill Partners LLC
Very High 183
183
1
1
Accelerated Wealth Advisors LLC logo Accelerated Wealth Advisors LLC
Very High 189
568
3
10
MN Wealth Advisors, LLC logo MN Wealth Advisors, LLC
Very High 190
571
3
5
Cherry Creek Investment Advisors Inc logo Cherry Creek Investment Advisors Inc
Very High 191
381
2
3
Financial Forum, Inc. logo Financial Forum, Inc.
Very High 191
572
3
4
Carlson Wealth, LLC logo Carlson Wealth, LLC
Very High 191
191
1
4
Powers Advisory Group, LLC logo Powers Advisory Group, LLC
Very High 192
575
3
6
Graystone Partners Wealth Management, LLC logo Graystone Partners Wealth Management, LLC
Very High 194
581
3
5
Farrow Financial Inc logo Farrow Financial Inc
Very High 194
194
1
4
Virtus Financial Partners logo Virtus Financial Partners
Very High 201
602
3
6
Gabe Nelson Financial, Inc. logo Gabe Nelson Financial, Inc.
Very High 202
202
1
3
TFP Management, LLC logo TFP Management, LLC
Very High 220
660
3
4
Kiker Wealth Management, LLC logo Kiker Wealth Management, LLC
Very High 224
894
4
9
Vista Advisor Group, LLC logo Vista Advisor Group, LLC
Very High 229
686
3
5
HF Advisory Group, LLC logo HF Advisory Group, LLC
Very High 230
460
2
6
Adaptation Financial Advisors Inc. logo Adaptation Financial Advisors Inc.
Very High 230
690
3
4
Piedmont Capital Management, LLC logo Piedmont Capital Management, LLC
Very High 232
464
2
3
Fort Henry Capital, LLC logo Fort Henry Capital, LLC
Very High 233
466
2
2
Des Moines Investments, LLC logo Des Moines Investments, LLC
Very High 233
700
3
4
Rothwell Investment Advisors logo Rothwell Investment Advisors
Very High 236
707
3
5
Baring Financial LLC
Very High 242
483
2
3
Hammond Iles Wealth Advisors logo Hammond Iles Wealth Advisors
Very High 243
971
4
7
Old Forge Wealth Management, LLC logo Old Forge Wealth Management, LLC
Very High 244
244
1
3
Fidelis IM logo Fidelis IM
Very High 246
246
1
3
First Dallas Securities Incorporated logo First Dallas Securities Incorporated
Very High 253
253
1
20
Capital and Planning, LLC logo Capital and Planning, LLC
Very High 259
517
2
2
Tuve Investment Management, Inc. logo Tuve Investment Management, Inc.
Very High 262
523
2
6
CMG Capital Management Group, Inc. logo CMG Capital Management Group, Inc.
Very High 268
536
2
10
Southwest Investment Advisors, Inc. logo Southwest Investment Advisors, Inc.
Very High 287
1,149
4
5
Ironwood Investment Management, LLC logo Ironwood Investment Management, LLC
Very High 288
288
1
8
S&A Financial Services, Inc. logo S&A Financial Services, Inc.
Very High 290
1,160
4
7
Premier Estate Planners, LLC logo Premier Estate Planners, LLC
Very High 292
584
2
4
Its Asset Management, L.P. logo Its Asset Management, L.P.
Very High 293
586
2
9
Fisher & Wiens Wealth Management, LLC logo Fisher & Wiens Wealth Management, LLC
Very High 300
300
1
1
True Financial Group logo True Financial Group
Very High 334
667
2
2
GreenPortfolio Inc. logo GreenPortfolio Inc.
Very High 346
346
1
6
Gunderson Capital Management logo Gunderson Capital Management
Very High 347
694
2
4
Cobler Capital Management, LLC logo Cobler Capital Management, LLC
Very High 357
714
2
3
R2 Wealth Management Partners logo R2 Wealth Management Partners
Very High 369
737
2
8
Smith Asset Management Co., LLC logo Smith Asset Management Co., LLC
Very High 383
765
2
7
Polaris Financial, LLC logo Polaris Financial, LLC
Very High 426
852
2
2
Arta Finance logo Arta Finance
Very High 522
1,043
2
68
Meixler Investment Management, Ltd. logo Meixler Investment Management, Ltd.
Very High 561
561
1
1
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")