Clients per advisor for Supported firms serving clients in Nebraska

In Nebraska, supported financial advisory firms tend to have a higher client load per advisor compared to the national median, with a state median of 78 clients per advisor versus the national median of 47. This suggests that Nebraska’s advisors in small teams or with staff support often manage larger client bases, likely reflecting more structured and scalable service models. With 345 supported firms in the state, clients may find a range of advisory approaches, but many firms appear to prioritize efficiency and broader client reach over highly personalized service. This dynamic indicates a market leaning toward accessible, process-driven advisory relationships.

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

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