Clients per advisor for Supported firms serving clients in Nebraska

Most financial advisors serve between 50 and 90 clients, though this number varies based on the firm’s size, client focus, and service approach. The number of clients per advisor offers insight into how an advisor operates 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 53 clients per advisor, slightly above the national median of 48. With 349 firms and 172 advisors represented, the client loads range broadly, from as few as 11 to as many as 177 clients per advisor. This distribution suggests a mix of advisory styles: some firms prioritize deeper, relationship-driven service with fewer clients per advisor, while others handle larger client bases through more structured, efficient processes. The presence of both lower and higher client counts indicates that Nebraska advisors offer a variety of approaches, from boutique practices to more scalable teams.

For you, this means there’s no single “right” number of clients per advisor—it’s about what fits your preferences. Advisors with fewer clients may provide more personalized attention, while those with higher client loads might offer more accessible services with streamlined processes. Use this metric alongside others to find an advisor whose style and capacity align with 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 82 firms
Very Low 11-32 per advisor
Low 32-45
Typical 45-61
High 61-117
Very High 117-177
5th 20th 40th 60th 80th 95th

Median: 53

Firm
Client/advisor ratio
Clients
Advisors in USA
Advisors in NE
Cobler Capital Management, LLC logo Cobler Capital Management, LLC
Very High 357
714
2
Old Forge Wealth Management, LLC logo Old Forge Wealth Management, LLC
Very High 244
244
1
Des Moines Investments, LLC logo Des Moines Investments, LLC
Very High 233
700
3
BG Wealth Advisory, LLC logo BG Wealth Advisory, LLC
Very High 231
462
2
Gabe Nelson Financial, Inc. logo Gabe Nelson Financial, Inc.
Very High 202
202
1
Carlson Wealth, LLC logo Carlson Wealth, LLC
Very High 191
191
1
1
Morey & Quinn Wealth Partners logo Morey & Quinn Wealth Partners
Very High 183
548
3
3
Paradigm Wealth Management logo Paradigm Wealth Management
Very High 173
346
2
2
First Nebraska Financial Services logo First Nebraska Financial Services
Very High 154
463
3
3
Capstone Pacific Investment Strategies logo Capstone Pacific Investment Strategies
Very High 151
302
2
von Adelung Wealth Management logo von Adelung Wealth Management
Very High 148
296
2
Vivid Wealth Management, LLC logo Vivid Wealth Management, LLC
High 145
434
3
R2 Wealth Management Partners logo R2 Wealth Management Partners
High 143
430
3
3
The Premier Advisory Group, LLC logo The Premier Advisory Group, LLC
High 143
570
4
4
John-Luke Financial, LLC logo John-Luke Financial, LLC
High 140
280
2
Modern Asset Management LLC logo Modern Asset Management LLC
High 136
272
2
2
Garnett Investment Strategies logo Garnett Investment Strategies
High 131
262
2
2
Professional Retirement Strategies LLC
High 119
238
2
2
Schulz Financial Group logo Schulz Financial Group
High 118
353
3
Lighthouse Financial Services Inc logo Lighthouse Financial Services Inc
High 115
458
4
Blue Capital logo Blue Capital
High 111
443
4
4
ETF Portfolio Partners, Inc. logo ETF Portfolio Partners, Inc.
High 107
429
4
True Measure Wealth Management logo True Measure Wealth Management
High 105
105
1
1
Financial Design Group, LLC logo Financial Design Group, LLC
High 102
203
2
2
Hoffmann Hermanson logo Hoffmann Hermanson
High 100
199
2
VCP Financial LLC logo VCP Financial LLC
Typical 96
385
4
Lexus Wealth Management logo Lexus Wealth Management
Typical 93
279
3
1
Sonmore Financial LLC logo Sonmore Financial LLC
Typical 91
91
1
Hiley Hunt Wealth Management, Inc. logo Hiley Hunt Wealth Management, Inc.
Typical 88
265
3
3
RCA Wealth Strategies LLC logo RCA Wealth Strategies LLC
Typical 87
262
3
Box Financial Advisors, LLC logo Box Financial Advisors, LLC
Typical 77
232
3
Fyvie Financial LLC logo Fyvie Financial LLC
Typical 77
77
1
1
Strategic Asset Management, LLC
Typical 72
143
2
Panoramic Financial logo Panoramic Financial
Typical 72
143
2
CWS Wealth Partners logo CWS Wealth Partners
Typical 67
133
2
2
The Planning Group logo The Planning Group
Low 63
252
4
Sterneck Capital Management LLC logo Sterneck Capital Management LLC
Low 62
249
4
1
Pflug Koory, LLC
Low 61
122
2
2
Capital Consulting & Asset Management logo Capital Consulting & Asset Management
Low 60
180
3
2
Elevation Wealth Management logo Elevation Wealth Management
Low 60
179
3
Purewater Capital, LLC logo Purewater Capital, LLC
Low 58
232
4
Advisor.Investments logo Advisor.Investments
Low 56
168
3
Green Peaks Planning logo Green Peaks Planning
Low 55
109
2
Bazis Private Wealth, LLC logo Bazis Private Wealth, LLC
Low 53
210
4
4
CayDen Wealth Management logo CayDen Wealth Management
Low 52
104
2
Cherry Creek Financial Advisors, Inc. logo Cherry Creek Financial Advisors, Inc.
Low 52
103
2
2
Watercolor Financial logo Watercolor Financial
Low 51
152
3
Pebble Valley Wealth Management logo Pebble Valley Wealth Management
Low 49
97
2
Kenora Financial, LLC logo Kenora Financial, LLC
Low 48
190
4
Virtue Wealth Counsel, LLC logo Virtue Wealth Counsel, LLC
Low 47
141
3
2
Revolution Capital, LLC logo Revolution Capital, LLC
Low 46
184
4
4
Nabity-Jensen Investment Management, Inc. logo Nabity-Jensen Investment Management, Inc.
Low 44
87
2
2
Chesapeake Asset Management LLC logo Chesapeake Asset Management LLC
Low 43
130
3
Mission Financial Planning, Inc. logo Mission Financial Planning, Inc.
Very Low 39
117
3
NRG Wealth Management logo NRG Wealth Management
Very Low 39
155
4
Lakewood Asset Management, LLC logo Lakewood Asset Management, LLC
Very Low 39
155
4
1
Sanders Retirement Planning LLC logo Sanders Retirement Planning LLC
Very Low 37
73
2
2
Synergy Capital logo Synergy Capital
Very Low 36
72
2
Sterling Financial Advisors, LLC logo Sterling Financial Advisors, LLC
Very Low 36
143
4
4
Guide Rock Capital Management, Inc. logo Guide Rock Capital Management, Inc.
Very Low 36
71
2
2
Laguna Capital Management, Inc. logo Laguna Capital Management, Inc.
Very Low 35
104
3
Dessonville Financial Group Incorporated
Very Low 34
68
2
2
Lawson Kroeker Investment Management Inc logo Lawson Kroeker Investment Management Inc
Very Low 34
134
4
4
DB Advisors logo DB Advisors
Very Low 34
134
4
Footprints Asset Management & Research, Inc. logo Footprints Asset Management & Research, Inc.
Very Low 33
100
3
3
Round Table Investment Strategies, LLC logo Round Table Investment Strategies, LLC
Very Low 32
97
3
1
Alta Strada Wealth Management logo Alta Strada Wealth Management
Very Low 27
54
2
2
Jersey Shore Portfolio Management, LLC logo Jersey Shore Portfolio Management, LLC
Very Low 27
53
2
1
SIPHERD Wealth Management, LLC logo SIPHERD Wealth Management, LLC
Very Low 25
25
1
1
Ellerbrock-Norris Wealth Strategies LLC logo Ellerbrock-Norris Wealth Strategies LLC
Very Low 25
74
3
3
Fairway Asset Management, LLC logo Fairway Asset Management, LLC
Very Low 25
74
3
3
Financial Avenues logo Financial Avenues
Very Low 24
94
4
K2 Wealth Management LLC logo K2 Wealth Management LLC
Very Low 23
70
3
Clark Wealth Strategies, Inc logo Clark Wealth Strategies, Inc
Very Low 21
85
4
3
Oberlin Wealth Partners, LLC logo Oberlin Wealth Partners, LLC
Very Low 17
17
1
Arnold Weitz & Co logo Arnold Weitz & Co
Very Low 17
34
2
2
Vogel Wealth Management, LLC logo Vogel Wealth Management, LLC
Very Low 14
27
2
2
402 Financial logo 402 Financial
Very Low 12
24
2
2
Red Night Capital LLC logo Red Night Capital LLC
Very Low 11
32
3
1
Vesteer Wealth Management, LLC logo Vesteer Wealth Management, LLC
Very Low 10
29
3
Adaptive Advice, LLC logo Adaptive Advice, LLC
Very Low 6
18
3
3
True Wealth Nation logo True Wealth Nation
Very Low 2
7
3
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