AUM per client for Supported firms serving clients in Nebraska

AUM per client measures the total assets a firm manages divided by its client count, offering insight into the type of clients a firm serves. Higher AUM per client often indicates firms focused on high-net-worth individuals with complex financial needs and higher minimum investment requirements. Lower AUM per client typically reflects firms designed to serve a broader range of clients with more standardized services.

In Nebraska, supported firms—those with 1 to 4 advisors plus staff or managing over $200 million—show a median AUM per client of about $675,734, slightly below the broader national median of $787,423. The distribution ranges widely, from zero up to nearly $2.4 million per client, suggesting a diverse landscape. This spread indicates that some Nebraska firms focus on scalable, accessible services for affluent clients, while others cater to more bespoke, high-net-worth planning. The presence of firms at both ends of the spectrum highlights the varied approaches advisors take in the state, balancing between broader client bases and more specialized, complex financial planning.

For you, understanding AUM per client helps clarify what kind of advisory experience to expect. There’s no single “right” number; a lower figure might mean more accessible service with standardized offerings, while a higher number could signal personalized attention for complex needs. Use this metric alongside others to find an advisor whose approach matches your financial situation and goals. Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.

Supported firms active in Nebraska 87 firms
Very Low $0-$290K
Low $290K-$550K
Typical $550K-$950K
High $950K-$1.2M
Very High $1.2M-$2.4M
5th 20th 40th 60th 80th 95th

Median: $680K

Firm
AUM/client
AUM
Clients
HNW client %
Arnold Weitz & Co logo Arnold Weitz & Co
Very High $13M
$440M
34
35%
Nabity-Jensen Investment Management, Inc. logo Nabity-Jensen Investment Management, Inc.
Very High $2.9M
$260M
87
48%
Pflug Koory, LLC
Very High $2.5M
$310M
122
48%
Lawson Kroeker Investment Management Inc logo Lawson Kroeker Investment Management Inc
Very High $2.4M
$330M
134
68%
True Measure Wealth Management logo True Measure Wealth Management
Very High $2.3M
$240M
105
70%
Chesapeake Asset Management LLC logo Chesapeake Asset Management LLC
Very High $2.3M
$300M
130
50%
Ellerbrock-Norris Wealth Strategies LLC logo Ellerbrock-Norris Wealth Strategies LLC
Very High $2.1M
$160M
74
53%
17 Capital Partners, LLC logo 17 Capital Partners, LLC
Very High $1.8M
$240M
128
30%
K2 Wealth Management LLC logo K2 Wealth Management LLC
Very High $1.7M
$120M
70
100%
Lakewood Asset Management, LLC logo Lakewood Asset Management, LLC
Very High $1.6M
$250M
155
45%
NRG Wealth Management logo NRG Wealth Management
Very High $1.6M
$240M
155
46%
Financial Avenues logo Financial Avenues
Very High $1.5M
$150M
94
53%
Watercolor Financial logo Watercolor Financial
Very High $1.5M
$230M
152
54%
Elevation Wealth Management logo Elevation Wealth Management
Very High $1.4M
$260M
179
52%
Pebble Valley Wealth Management logo Pebble Valley Wealth Management
Very High $1.3M
$130M
97
42%
Sterneck Capital Management LLC logo Sterneck Capital Management LLC
Very High $1.3M
$320M
249
52%
Oberlin Wealth Partners, LLC logo Oberlin Wealth Partners, LLC
Very High $1.2M
$21M
17
76%
Dessonville Financial Group Incorporated
Very High $1.2M
$84M
68
44%
Revolution Capital, LLC logo Revolution Capital, LLC
High $1.2M
$230M
184
51%
Capital Consulting & Asset Management logo Capital Consulting & Asset Management
High $1.2M
$220M
180
47%
Kenora Financial, LLC logo Kenora Financial, LLC
High $1.2M
$230M
190
37%
Advisor.Investments logo Advisor.Investments
High $1.2M
$200M
168
47%
Bazis Private Wealth, LLC logo Bazis Private Wealth, LLC
High $1.1M
$230M
210
40%
The Planning Group logo The Planning Group
High $1.1M
$280M
252
24%
Hiley Hunt Wealth Management, Inc. logo Hiley Hunt Wealth Management, Inc.
High $1.1M
$290M
265
41%
Synergy Capital logo Synergy Capital
High $1.1M
$76M
72
56%
Red Night Capital LLC logo Red Night Capital LLC
High $1M
$33M
32
28%
Round Table Investment Strategies, LLC logo Round Table Investment Strategies, LLC
High $1M
$110M
102
33%
Lighthouse Financial Services Inc logo Lighthouse Financial Services Inc
High $1M
$460M
458
35%
Hoffmann Hermanson logo Hoffmann Hermanson
High $990K
$200M
201
35%
ETF Portfolio Partners, Inc. logo ETF Portfolio Partners, Inc.
High $980K
$420M
429
25%
Alta Strada Wealth Management logo Alta Strada Wealth Management
High $980K
$53M
54
41%
Sonmore Financial LLC logo Sonmore Financial LLC
High $950K
$87M
91
27%
First Nebraska Financial Services logo First Nebraska Financial Services
Typical $940K
$430M
463
18%
Fairway Asset Management, LLC logo Fairway Asset Management, LLC
Typical $930K
$69M
74
15%
Sterling Financial Advisors, LLC logo Sterling Financial Advisors, LLC
Typical $880K
$130M
143
36%
Sanders Retirement Planning LLC logo Sanders Retirement Planning LLC
Typical $850K
$62M
73
34%
Laguna Capital Management, Inc. logo Laguna Capital Management, Inc.
Typical $830K
$86M
104
26%
Vesteer Wealth Management, LLC logo Vesteer Wealth Management, LLC
Typical $810K
$24M
30
73%
ATX Financial Planning, LLC logo ATX Financial Planning, LLC
Typical $810K
$170M
207
28%
Morey & Quinn Wealth Partners logo Morey & Quinn Wealth Partners
Typical $680K
$370M
548
7%
Vivid Wealth Management, LLC logo Vivid Wealth Management, LLC
Typical $670K
$290M
434
21%
Panoramic Financial logo Panoramic Financial
Typical $650K
$93M
143
22%
Purewater Capital, LLC logo Purewater Capital, LLC
Typical $640K
$150M
232
27%
Clark Wealth Strategies, Inc logo Clark Wealth Strategies, Inc
Typical $610K
$52M
85
18%
Guide Rock Capital Management, Inc. logo Guide Rock Capital Management, Inc.
Typical $570K
$40M
71
30%
Financial Design Group, LLC logo Financial Design Group, LLC
Typical $550K
$110M
203
14%
R2 Wealth Management Partners logo R2 Wealth Management Partners
Typical $550K
$240M
430
7%
Miller Financial Services LLC logo Miller Financial Services LLC
Low $510K
$290M
574
12%
CWS Wealth Partners logo CWS Wealth Partners
Low $470K
$62M
133
20%
Adaptive Advice, LLC logo Adaptive Advice, LLC
Low $460K
$8.3M
18
28%
Blue Capital logo Blue Capital
Low $450K
$200M
443
12%
Gabe Nelson Financial, Inc. logo Gabe Nelson Financial, Inc.
Low $450K
$91M
202
20%
402 Financial logo 402 Financial
Low $450K
$11M
24
0%
Jersey Shore Portfolio Management,  Llc logo Jersey Shore Portfolio Management, Llc
Low $420K
$23M
53
23%
Green Peaks Planning logo Green Peaks Planning
Low $420K
$46M
109
8%
Footprints Asset Management & Research, Inc. logo Footprints Asset Management & Research, Inc.
Low $420K
$42M
100
11%
Old Forge Wealth Management, LLC logo Old Forge Wealth Management, LLC
Low $400K
$98M
244
10%
The Commonwealth Group LLC logo The Commonwealth Group LLC
Low $390K
$8.3M
21
0%
Box Financial Advisors, LLC logo Box Financial Advisors, LLC
Low $390K
$91M
232
47%
DB Advisors logo DB Advisors
Low $360K
$49M
134
0%
Des Moines Investments, LLC logo Des Moines Investments, LLC
Low $350K
$250M
700
11%
Garnett Investment Strategies logo Garnett Investment Strategies
Low $350K
$91M
262
16%
Adaptation Financial Advisors Inc. logo Adaptation Financial Advisors Inc.
Low $340K
$230M
690
8%
Schulz Financial Group logo Schulz Financial Group
Low $330K
$130M
377
6%
John-Luke Financial, LLC logo John-Luke Financial, LLC
Low $320K
$90M
280
16%
Paradigm Wealth Management logo Paradigm Wealth Management
Low $310K
$110M
346
8%
VCP Financial LLC logo VCP Financial LLC
Low $290K
$110M
385
65%
von Adelung Wealth Management logo von Adelung Wealth Management
Very Low $280K
$84M
296
4%
Schwarz Investment Partners logo Schwarz Investment Partners
Very Low $250K
$180M
714
3%
RCA Wealth Strategies LLC logo RCA Wealth Strategies LLC
Very Low $230K
$61M
262
4%
Professional Retirement Strategies LLC
Very Low $220K
$52M
238
3%
CayDen Wealth Management logo CayDen Wealth Management
Very Low $210K
$22M
104
9%
Fyvie Financial LLC logo Fyvie Financial LLC
Very Low $210K
$16M
77
0%
Virtue Wealth Counsel, LLC logo Virtue Wealth Counsel, LLC
Very Low $200K
$28M
141
4%
Vogel Wealth Management, LLC logo Vogel Wealth Management, LLC
Very Low $160K
$4.3M
27
22%
Carlson Wealth, LLC logo Carlson Wealth, LLC
Very Low $150K
$30M
191
8%
Capstone Pacific Investment Strategies logo Capstone Pacific Investment Strategies
Very Low $150K
$47M
302
7%
Lexus Wealth Management logo Lexus Wealth Management
Very Low $150K
$42M
279
3%
Portfolio Strategies Inc logo Portfolio Strategies Inc
Very Low $140K
$42M
289
0%
Modern Asset Management LLC logo Modern Asset Management LLC
Very Low $110K
$30M
272
0%
Advisifi LLC logo Advisifi LLC
Very Low $5.7K
$750K
133
0%
BG Wealth Advisory, LLC logo BG Wealth Advisory, LLC
Very Low $0
—
462
0%
Mission Financial Planning, Inc. logo Mission Financial Planning, Inc.
Very Low $0
$0
117
65%
SIPHERD Wealth Management, LLC logo SIPHERD Wealth Management, LLC
Very Low $0
$0
25
48%
The Premier Advisory Group, LLC logo The Premier Advisory Group, LLC
Very Low $0
—
570
0%
Three Phases Wealth Advisors LLC logo Three Phases Wealth Advisors LLC
Very Low $0
$0
8
0%
True Wealth Nation logo True Wealth Nation
Very Low $0
—
7
0%
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