Clients per advisor for Supported firms serving clients in Nebraska

Most financial advisors serve between 50 and 90 clients, though this number can vary widely depending on the firm’s size, client focus, and service approach. The number of clients per advisor offers insight into how an advisor structures their practice and what kind of experience you might expect, from highly personalized attention to more streamlined, scalable service models.

In Nebraska, supported firms—which typically have 1 to 4 advisors or manage over $200 million in assets—serve a median of about 51 clients per advisor, slightly above the national median of 45. This suggests that advisors in Nebraska often balance a moderately sized client base, allowing them to provide attentive service without being overwhelmed. The distribution ranges from as few as 2 to over 179 clients per advisor, indicating a mix of firms that either prioritize close, relationship-driven service with fewer clients or operate more efficiently with larger client loads. This variation reflects two common approaches: some firms focus on personalized, hands-on advice, while others leverage team structures and processes to serve more clients effectively.

For you, understanding where a firm falls within this range helps clarify the kind of experience you might receive. A lower client count often means more individualized attention, while a higher count may indicate a more scalable, process-driven approach that can offer lower fees or minimums. There isn’t a single “right” number—it depends on your preferences for service and how much support you want. Use this metric alongside others to find an advisor whose style matches your needs.

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 92 firms
Very Low 2-27 per advisor
Low 27-38
Typical 38-62
High 62-117
Very High 117-180
5th 20th 40th 60th 80th 95th

Median: 50

Firm
Clients/advisor
Clients
Advisors in USA
Advisors in NE
FIT Wealth logo FIT Wealth
Very Low 0
—
3
3
Little Bird Financial, LLC logo Little Bird Financial, LLC
Very Low 0
—
4
4
Nestimate Investment Management LLC logo Nestimate Investment Management LLC
Very Low 0
—
2
—
True Wealth Nation logo True Wealth Nation
Very Low 2
7
3
—
Three Phases Wealth Advisors LLC logo Three Phases Wealth Advisors LLC
Very Low 2
8
3
—
Adaptive Advice, LLC logo Adaptive Advice, LLC
Very Low 6
18
3
3
Vesteer Wealth Management, LLC logo Vesteer Wealth Management, LLC
Very Low 10
30
3
—
The Commonwealth Group LLC logo The Commonwealth Group LLC
Very Low 10
21
2
—
Red Night Capital LLC logo Red Night Capital LLC
Very Low 10
32
3
1
402 Financial logo 402 Financial
Very Low 12
24
2
2
Vogel Wealth Management, LLC logo Vogel Wealth Management, LLC
Very Low 13
27
2
2
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
—
Clark Wealth Strategies, Inc logo Clark Wealth Strategies, Inc
Very Low 21
85
4
3
K2 Wealth Management LLC logo K2 Wealth Management LLC
Very Low 23
70
3
—
Financial Avenues logo Financial Avenues
Very Low 23
94
4
—
SIPHERD Wealth Management, LLC logo SIPHERD Wealth Management, LLC
Very Low 25
25
1
1
Jersey Shore Portfolio Management,  Llc logo Jersey Shore Portfolio Management, Llc
Low 26
53
2
1
Alta Strada Wealth Management logo Alta Strada Wealth Management
Low 27
54
2
2
17 Capital Partners, LLC logo 17 Capital Partners, LLC
Low 32
128
4
—
DB Advisors logo DB Advisors
Low 33
134
4
—
Lawson Kroeker Investment Management Inc logo Lawson Kroeker Investment Management Inc
Low 33
134
4
4
Dessonville Financial Group Incorporated
Low 34
68
2
2
Round Table Investment Strategies, LLC logo Round Table Investment Strategies, LLC
Low 34
102
3
2
CayDen Wealth Management logo CayDen Wealth Management
Low 34
104
3
—
Laguna Capital Management, Inc. logo Laguna Capital Management, Inc.
Low 34
104
3
—
Virtue Wealth Counsel, LLC logo Virtue Wealth Counsel, LLC
Low 35
141
4
3
Guide Rock Capital Management, Inc. logo Guide Rock Capital Management, Inc.
Low 35
71
2
2
Sterling Financial Advisors, LLC logo Sterling Financial Advisors, LLC
Low 35
143
4
4
Synergy Capital logo Synergy Capital
Low 36
72
2
—
Green Peaks Planning logo Green Peaks Planning
Low 36
109
3
—
Sanders Retirement Planning LLC logo Sanders Retirement Planning LLC
Low 36
73
2
2
Ellerbrock-Norris Wealth Strategies LLC logo Ellerbrock-Norris Wealth Strategies LLC
Low 37
74
2
3
Fairway Asset Management, LLC logo Fairway Asset Management, LLC
Low 37
74
2
2
Lakewood Asset Management, LLC logo Lakewood Asset Management, LLC
Typical 38
155
4
1
NRG Wealth Management logo NRG Wealth Management
Typical 38
155
4
—
Mission Financial Planning, Inc. logo Mission Financial Planning, Inc.
Typical 39
117
3
—
Chesapeake Asset Management LLC logo Chesapeake Asset Management LLC
Typical 43
130
3
—
Nabity-Jensen Investment Management, Inc. logo Nabity-Jensen Investment Management, Inc.
Typical 43
87
2
2
Kenora Financial, LLC logo Kenora Financial, LLC
Typical 47
190
4
—
Pebble Valley Wealth Management logo Pebble Valley Wealth Management
Typical 48
97
2
—
Footprints Asset Management & Research, Inc. logo Footprints Asset Management & Research, Inc.
Typical 50
100
2
2
Watercolor Financial logo Watercolor Financial
Typical 50
152
3
—
Bazis Private Wealth, LLC logo Bazis Private Wealth, LLC
Typical 52
210
4
4
Advisor.Investments logo Advisor.Investments
Typical 56
168
3
—
Purewater Capital, LLC logo Purewater Capital, LLC
Typical 58
232
4
—
Elevation Wealth Management logo Elevation Wealth Management
Typical 59
179
3
—
Capital Consulting & Asset Management logo Capital Consulting & Asset Management
Typical 60
180
3
2
Pflug Koory, LLC
Typical 61
122
2
2
Sterneck Capital Management LLC logo Sterneck Capital Management LLC
High 62
249
4
1
The Planning Group logo The Planning Group
High 63
252
4
—
RCA Wealth Strategies LLC logo RCA Wealth Strategies LLC
High 65
262
4
—
CWS Wealth Partners logo CWS Wealth Partners
High 66
133
2
2
ATX Financial Planning, LLC logo ATX Financial Planning, LLC
High 69
207
3
—
Panoramic Financial logo Panoramic Financial
High 71
143
2
—
Strategic Asset Management, LLC
High 71
143
2
—
Fyvie Financial LLC logo Fyvie Financial LLC
High 77
77
1
1
Hiley Hunt Wealth Management, Inc. logo Hiley Hunt Wealth Management, Inc.
High 88
265
3
3
Sonmore Financial LLC logo Sonmore Financial LLC
High 91
91
1
—
Revolution Capital, LLC logo Revolution Capital, LLC
High 92
184
2
2
Lexus Wealth Management logo Lexus Wealth Management
High 93
279
3
1
VCP Financial LLC logo VCP Financial LLC
High 96
385
4
—
Portfolio Strategies Inc logo Portfolio Strategies Inc
High 96
289
3
—
Hoffmann Hermanson logo Hoffmann Hermanson
High 100
201
2
—
Financial Design Group, LLC logo Financial Design Group, LLC
High 101
203
2
2
True Measure Wealth Management logo True Measure Wealth Management
High 105
105
1
1
ETF Portfolio Partners, Inc. logo ETF Portfolio Partners, Inc.
High 107
429
4
—
Blue Capital logo Blue Capital
High 110
443
4
4
Lighthouse Financial Services Inc logo Lighthouse Financial Services Inc
High 114
458
4
—
Box Financial Advisors, LLC logo Box Financial Advisors, LLC
High 116
232
2
—
Schulz Financial Group logo Schulz Financial Group
Very High 117
353
3
—
Professional Retirement Strategies LLC
Very High 119
238
2
2
Garnett Investment Strategies logo Garnett Investment Strategies
Very High 131
262
2
2
Advisifi LLC logo Advisifi LLC
Very High 133
133
1
—
Modern Asset Management LLC logo Modern Asset Management LLC
Very High 136
272
2
2
John-Luke Financial, LLC logo John-Luke Financial, LLC
Very High 140
280
2
—
The Premier Advisory Group, LLC logo The Premier Advisory Group, LLC
Very High 142
570
4
4
R2 Wealth Management Partners logo R2 Wealth Management Partners
Very High 143
430
3
3
Miller Financial Services LLC logo Miller Financial Services LLC
Very High 143
574
4
1
Vivid Wealth Management, LLC logo Vivid Wealth Management, LLC
Very High 144
434
3
—
von Adelung Wealth Management logo von Adelung Wealth Management
Very High 148
296
2
—
Capstone Pacific Investment Strategies logo Capstone Pacific Investment Strategies
Very High 151
302
2
—
First Nebraska Financial Services logo First Nebraska Financial Services
Very High 154
463
3
3
Adaptation Financial Advisors Inc. logo Adaptation Financial Advisors Inc.
Very High 172
690
4
—
Morey & Quinn Wealth Partners logo Morey & Quinn Wealth Partners
Very High 182
548
3
3
Carlson Wealth, LLC logo Carlson Wealth, LLC
Very High 191
191
1
1
Gabe Nelson Financial, Inc. logo Gabe Nelson Financial, Inc.
Very High 202
202
1
—
BG Wealth Advisory, LLC logo BG Wealth Advisory, LLC
Very High 231
462
2
—
Des Moines Investments, LLC logo Des Moines Investments, LLC
Very High 233
700
3
—
Old Forge Wealth Management, LLC logo Old Forge Wealth Management, LLC
Very High 244
244
1
—
Paradigm Wealth Management logo Paradigm Wealth Management
Very High 346
346
1
1
Schwarz Investment Partners logo Schwarz Investment Partners
Very High 357
714
2
—
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