AUM per client for Team firms serving clients in Nebraska

Team firms active in Nebraska 108 firms

Very Low $110K-$310K

Low $310K-$570K

Typical $570K-$650K

High $650K-$1.2M

Very High $1.2M-$4M

5th 20th 40th 60th 80th 95th

Median: $640K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Axos Invest, Inc	Very Low $22K	$150M	6,792	0%
Professional Financial Advisors, LLC	Very Low $150K	$500M	3,314	6%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
McMill CPA and Advisors	Very Low $110K	$620M	5,574	25%
Lincoln Capital, LLC	Typical $590K	$710M	1,210	53%
M Financial Asset Management, Inc.	Very High $1.2M	$1.2B	995	4%
MBE Wealth Management, LLC	Very Low $290K	$750M	2,536	7%
Paul Winkler, Inc.	Low $520K	$1.2B	2,419	15%
Vestia Personal Wealth Advisors	Very Low $260K	$1B	3,970	78%
Googins Advisors, Inc.	Typical $640K	$500M	778	31%
Strategic Wealth Partners, Ltd.	Low $420K	$1.5B	3,646	28%
Arkfeld Wealth Strategies, L.L.C.	Typical $570K	$540M	937	14%
Legacy Financial Group	High $690K	$1B	1,450	22%
Rogan & Associates	Low $480K	$710M	1,481	20%
Westchester Capital Management Inc	High $1.1M	$500M	445	44%
Keystone Financial Services, LLC	Very Low $220K	$230M	1,028	3%
Richards Merrill Wealth Management	Low $430K	$550M	1,270	14%
Alternative Investment Advisors, LLC	Very Low $260K	$380M	1,418	5%
EPG Wealth Management LLC	Low $460K	$530M	1,156	49%
AdamsBrown Wealth Consultants LLC	Low $510K	$930M	1,818	15%
Navellier & Associates Inc	High $870K	$1.1B	1,242	97%
Oldfather Financial Services	High $1.1M	$490M	435	7%
WealthPLAN Partners	Typical $640K	$1.1B	1,677	15%
Northwest Wealth Management, LLC	Low $460K	$960M	2,085	11%
PCG Wealth Management	Low $490K	$890M	1,819	13%
Allen Capital Group, LLC	High $650K	$1.4B	2,189	19%
ALTA Capital Management LLC	High $850K	$1B	1,193	24%
Basepoint Wealth, LLC	High $660K	$820M	1,242	21%
RIA Advisors	Very High $1.4M	$1.8B	1,235	35%
WT Wealth Management, LLC	Low $360K	$410M	1,133	9%
Terril & Company	Very High $1.9M	$890M	471	45%
Prairie Wealth Advisors, Inc.	Very High $1.4M	$510M	370	27%
Tradition Wealth Management LLC	High $960K	$2B	2,107	27%
Windsor Capital Management, LLC	Very High $1.4M	$620M	458	40%
Plan A Wealth, LLC	High $650K	$410M	637	26%
FSB Premier Wealth Management, Inc.	Low $470K	$420M	894	13%
RDA Financial network	Low $440K	$670M	1,514	2%
Insight Financial Services	Low $480K	$210M	444	29%
Bradford Financial Center	Low $330K	$230M	699	15%
Varra Financial	Typical $590K	$300M	508	18%
TFB Advisors, LLC	Typical $600K	$800M	1,326	13%
Washington Avenue Advisors	Low $460K	$300M	662	13%
RIA Advisory Group, LLC	Very Low $280K	$560M	1,968	5%
The Patriot Financial Group, LLC	Typical $600K	$1.4B	2,361	16%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
TBH Global Asset Management, LLC	Very High $1.4M	$1.4B	1,002	43%
Roberts, Glore & Co.	Very High $1.9M	$730M	383	49%
WealthPlan Investment Management LLC	High $910K	$1.9B	2,068	18%
Golden Reserve Retirement, LLC	Very Low $270K	$540M	2,008	4%
Plan Group Financial, INC.	Low $570K	$690M	1,221	12%
Stonebridge Wealth Systems LLC	Low $400K	$370M	931	15%
Decker Retirement Planning Inc.	Low $470K	$360M	767	7%
Cornerstone Financial Group, LLC	High $810K	$280M	345	28%
Bellwether Wealth	Very High $1.4M	$690M	482	28%
Cambridge Advisors Inc	Very High $1.3M	$360M	273	36%
Klaas Financial Asset Advisors, LLC.	High $750K	$760M	1,015	20%
Bason Asset Management	Very High $6.2M	$840M	135	89%
Capstone Investment Group	Very Low $300K	$170M	560	9%
Pgi Wealth Management	Very High $1.8M	$890M	497	39%
United Capital Management of Kansas, Inc.	Low $500K	$810M	1,602	20%
American Wealth Management, Inc.	Low $560K	$310M	550	30%
Stevens Capital Partners	High $930K	$510M	547	8%
Wealth Advisors Network, Inc.	Low $550K	$260M	472	22%
Leibman Financial Servces, Inc.	Typical $640K	$170M	270	25%
SMART Wealth, LLC	Typical $600K	$600M	990	34%
Prota Financial	Low $400K	$270M	673	13%
HBE Wealth Management, LLC	High $1M	$270M	258	28%
D.H. Hill Advisors, Inc.	Very Low $220K	$200M	916	3%
Evernest Financial Advisors	Very High $3.1M	$910M	294	50%
Greenup Wealth	High $920K	$890M	973	30%
CPR Investments Inc	Very Low $200K	$230M	1,165	3%
Future Capital Management Inc.	Very Low $210K	$72M	338	8%
EdgeRock Wealth Management	High $1M	$560M	564	28%
Quantum Financial Partners LLC	Very Low $250K	$78M	316	13%
Forthright Capital	Very Low $110K	$110M	978	1%
Yosemite Capital Management	Very High $1.3M	$340M	266	32%
Paragon Capital Management LLC	Very High $2.1M	$740M	350	62%
Invicta Financial Group	High $780K	$370M	477	38%
Convergence Advisory Group	Low $500K	$100M	211	14%
Flagstone Financial Management, LLC	Very High $1.3M	$450M	347	36%
America First Investment Advisors LLC	Very High $2.5M	$660M	261	67%
Econologics Financial Advisors	Low $570K	$170M	291	54%
Sachem Hill LLC	Very High $7M	$950M	136	73%
Innovative Advisory Group	Typical $640K	$190M	298	9%
Martin, Javan Von	Very High $29M	$950M	33	45%
One Wealth Map, LLC	Very High $1.3M	$290M	223	31%
Perspective Wealth Partners, LLC	Very High $3.1M	$840M	273	67%
St. Bernard Financial Services, Inc.	Very Low $160K	$140M	798	1%
Quartz Partners Investment Management	Low $520K	$360M	688	10%
LotusGroup Advisors	Very High $1.5M	$280M	186	38%
Feltl Advisors	Low $390K	$160M	395	0%
Private Wealth Asset Management	Very High $4.5M	$2.5B	559	73%
Jrm Investment Counsel.	Very High $3.9M	$290M	75	72%
Sound Stewardship, LLC	Very High $1.5M	$280M	190	68%
TLW Wealth Management, LLC	Very High $1.5M	$170M	118	29%
MDRN Capital	Typical $600K	$340M	569	75%
Savvi Financial LLC	Low $330K	$45M	135	9%
Churchill Financial Advisors, LLC	Very High $4.8M	$520M	108	42%
LRI Investments	Very High $4M	$1.9B	477	45%
Best Life Infinity, LLC	Low $440K	$48M	110	8%
DMK Advisor Group, Inc.	Very Low $280K	$84M	298	28%
Capital Synergy Partners	Low $310K	$100M	331	34%
B.B. Graham & Company, Inc.	High $750K	$320M	427	24%
Acrylic Financial, Inc.	Very Low $210K	$64M	307	9%
Vision Investment Advisors, LLC	High $1.1M	$130M	127	43%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Teckmeyer Financial Services, L.L.C.	Very High $1.2M	$51M	44	52%

Not sure where to start?

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

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

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

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support