wiseradvisor

Compare 3 financial advisors near you matched to your specific needs
Personalized Advice For Portfolio Size of 100k And Above
  1. Tell Us Your Financial Goals
  2. Compare Advisors
  3. Select the Advisor That is Right For You

  Your Information is Safe and Secure

Find Top Financial Advisors in Omaha, Nebraska

Omaha, Nebraska, with its small town charm, is constantly voted best place to raise a family, best place to start a business and best place for buying a home. The cost of living is about 8% lower than the national average, leaving more money in your pocket to play with. Why not create a solid financial plan and secure your financial future with all the added benefits of living in a low cost city? The Omaha area has over 1500 financial advisors to choose from and it could be a bit overwhelming to find a trusting advisor. That's where we come in. Our mission is to help people like you find an advisor to work with who has your specific financial needs in mind.


We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Omaha, Nebraska.

Finding the Top Financial Advisor in Omaha, Nebraska

Last Updated - November 28, 2023

Omaha has 4 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 145 non-vetted advisors in your local area. These financial advisors in Omaha, Nebraska have an average of 15 years of experience.

NOTE: The list of vetted financial advisors in Omaha, Nebraska mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Omaha, Nebraska.

Qualified Financial Advisors in Omaha, Nebraska

Financial Advisor Experience AUM Minimum Assets Fee Structure
Michael Riedmiller
CFF
RIEDMILLER WEALTH MANAGEMENT
12112 Shamrock Plaza,
Omaha, NE 68154
Not Disclosed Not Specified Not Specified Fee-Based
Carson Wealth
CARSON WEALTH
14600 Branch Street,
Omaha, NE 68154
Not Disclosed Not Specified $100,000 Fee-Based
Geoffrey Hemenway
HEMENWAY FINANCIAL SERVICES
5310 S 139th Plz Ste 301,
Omaha, NE 68137
9 Years $37,000,000 $250,000 Fee-Based
Nicholas Randall
RANDALL WEALTH ADVISORS, LLC
16820 Frances St., Ste 202,
Omaha, NE 68130
22 Years Not Specified $10,000 Fee-Only

Are you a Financial Advisor in Omaha?

Active investors submitted requests in your area. Do you qualify to be in our network and get matched?


Information on Qualified Financial Advisors in Omaha, Nebraska

Qualifications CRD# 6552569
Firm CRD# 6552569
Series 65

Compensation/Fee Fee-Based


Office Location 12112 Shamrock Plaza,
Omaha,
NE
68154
Phone Number 402-904-7575

Michael Riedmiller is the President of Riedmiller Wealth Management. In order for Michael to be able to act in the best interests of his clients, he is both Securities-Licensed for equities and Insurance-Licensed for life, annuities, sickness, accident and health. This allows him to put together a Total Plan for his clients based upon their true financial goals and risk tolerance. He believes very strongly that it is important to bring the competitive worlds of safe money and risk management together. Michael Riedmiller received an award for the best-selling book titled "The Road To Success" that he co-wrote with Jack Canfield and other industry professionals. He is a member of the National Academy of Best-Selling Authors. Investment advisory services offered through the Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Advisor firm. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

About Riedmiller Wealth Management

Riedmiller Wealth Management

Mike Riedmiller is the President of Riedmiller Wealth Management, a financial firm that is free from the product-focused, sales-driven environment that can be prevalent at financial institutions. Pacific Hills 12112 Shamrock Plaza | Omaha, NE 68154 U.S. Bank Building 233 S. 13th Street | Suite 1100 | Lincoln, NE 68508 He is a Fiduciary Financial Advisor and the creator of the Smart Money Planning educational course. He is also the co-author of The Road to Success, which hit the best-seller list. Mike specializes in retirement planning and wealth management. He believes it is more important than ever for people to be educated about money and their financial options so they can secure their financial futures. Proud Member of the Better Business Bureau. You can discover more online at: RiedmillerWealth. com

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Qualifications Firm CRD# 155344

Compensation/Fee Fee-Based, Based on Assets


Office Location 14600 Branch Street,
Omaha,
NE
68154
Phone Number 888-829-1791

About Carson Wealth

Carson Wealth

Get wealth management and financial advice from Carson Partner's award-winning network of fiduciary advisors. Let us help you define your why and create a financial plan designed to let you live out your unique vision of freedom. Ranked by Barron's as one of the Top RIA Firms in the nation, Carson currently manages $21 billion in assets, serving over 45,000 families through its network of more than 460 financial advisors in 190+ offices throughout the country.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Qualifications CRD# 6382170
Firm CRD# 6413
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Hourly, Based on Assets


Office Location 5310 S 139th Plz Ste 301,
Omaha,
NE
68137
Phone Number 402-204-4201

Geoffrey J. Hemenway is a Financial Advisor and Financial Planner, in Kaneohe. He joined Hemenway Financial Services in 2014. In 2020, Geoff purchased Hemenway Financial Services from his late grandfather, Joseph Hemenway. Geoff is passionate about helping individuals and families to plan and work toward their unique goals as they approach and enjoy retirement (or as he likes to call it - Financial Independence). Geoff proudly has a Bachelor of Science degree from Creighton University. He enjoys spending time with his wife, Shannon, and son, Joseph, along with friends and family. He is also a big sports fan and enjoys traveling

About Hemenway Financial Services

Hemenway Financial Services

Here at Hemenway Financial Services, we hope to help you and your family find a path towards achieving your goals. We do this by working with you to build a comprehensive financial plan or, if needed, individual topic planning. In doing this, we hope to align what's important to you (family, travel, financial independence, charity/community etc.) with how you utilize and how you invest your money. We work mostly with people that are approaching (5-10 years before) and in retirement. We feel that we have a strong history of helping families to plan for this stage in life. We've also helped several of our client's adult children with planning in the different stages of their life. We'd love an opportunity to see if we are a good fit for you and your situation.

Advisory Services Provided:

Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities


Qualifications CRD# 6169689
Firm CRD# 283254
Series 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 16820 Frances St., Ste 202,
Omaha,
NE
68130
Phone Number 402-709-9374

Nicholas Randall is the President of Randall Wealth Advisors, LLC. A local Registered Investment Advisory practice based in Omaha, NE. Randall Wealth Advisors, LLC is a fee only practice that takes the responsibility of being a fiduciary seriously. Nicholas is a graduate of the University of Nebraska-Lincoln. He has over 22 years experience in Insurance and Financial Services. He helps a variety of clients in the areas of financial planning, retirement planning, social security claiming strategies and wealth planning. Nicholas also helps individuals with risk planning as well by looking at the whole financial picture, not just investments, but by addressing health care needs, long term care need and helping clients prepare for the unexpected.

About Randall Wealth Advisors, LLC

Randall Wealth Advisors, LLC

Randall Wealth Advisors is a fee-only wealth management firm. We are fiducaries and must put your needs before our own. Our firm incepeted in 2015, but we have over 22 years experience in financial services. We customize portfolios to our client's specific needs, which allows us to provide a moe nimble approach to the market, expecially in times of volatility. We are also holistic advisors in the sense that we also look at the risks that can derail your retirement. An understanding of risks is paramount to this approach as our advisors will typically spend a considerable time getting to know you and your unique situation prior to enacting a plan or recommendations.

Advisory Services Provided:

Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Customer Reviews

Top Financial Advisor Firms in Omaha, Nebraska (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
ORION PORTFOLIO SOLUTIONS, LLC
17605 Wright St, Omaha, NE 68130
112 81242 $14,194,829,219
A percentage of AUM, Fixed fees, Other (ADMINISTRATIVE FEES)
BRIDGES INVESTMENT MANAGEMENT INC
13333 California St, Suite 500, Omaha, NE 68154
61 2085 $8,736,963,182
A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING)
BANCWEST INVESTMENT SERVICES, INC. (BWIS)
13220 California Street, 2nd Floor, Omaha, NE 68154-9750
372 10051 $2,505,370,804
A percentage of AUM
IRONVINE CAPITAL PARTNERS, LLC
9290 W. Dodge Rd; Ste 203, Omaha, NE 68114
4 279 $1,021,571,034
A percentage of AUM
AMERICA FIRST INVESTMENT ADVISORS LLC
10050 Regency Circle, Suite 515, Omaha, NE 68114-3721
6 546 $463,616,637
A percentage of AUM
SEQUENT PLANNING, LLC
8420 West Dodge Road, Suite 110, Omaha, NE 68114
70 3103 $350,356,731
A percentage of AUM, Hourly charges, Fixed fees
ARKFELD WEALTH STRATEGIES, L.L.C.
3512 N. 163rd Plaza, Omaha, NE 68116
5 1483 $309,356,500
A percentage of AUM, Hourly charges, Fixed fees
RED CEDAR CAPITAL, LLC
8748 Fredrick Street, Omaha, NE 68124
2 83 $228,126,594
A percentage of AUM, Fixed fees
NABITY-JENSEN INVESTMENT MANAGEMENT, INC.
9802 Nicholas Street, Suite 105, Omaha, NE 68114
3 213 $200,565,157
A percentage of AUM, Hourly charges, Fixed fees
PURPOSEFUL WEALTH
15514 Spaulding Plaza, Suite D02, Omaha, NE 68116
3 746 $180,325,391
A percentage of AUM
BAZIS PRIVATE WEALTH, LLC
14301 Fnb Parkway, Ste. 100, Omaha, NE 68154
2 514 $177,222,252
A percentage of AUM, Hourly charges, Fixed fees
HILEY HUNT WEALTH MANAGEMENT, INC.
9850 Nicholas Street, Suite 315, Omaha, NE 68114
2 707 $164,832,127
A percentage of AUM, Hourly charges, Fixed fees
KEYSTONE FINANCIAL SERVICES, LLC
9802 Nicholas Street, Suite 315, Omaha, NE 68114
7 1127 $130,553,059
A percentage of AUM, Fixed fees
IAMS WEALTH MANAGEMENT, LLC
14507 California Street, Omaha, NE 68154
60 1202 $122,605,609
A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEES FROM OTHER INVESTMENT ADVISERS)
WALNUT PRIVATE EQUITY PARTNERS, LLC
111 S. 108th Ave., Omaha, NE 68154
2 2 $111,746,243
A percentage of AUM, Hourly charges, Fixed fees

    List of Additional Advisors in Omaha, Nebraska*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    13625 California St, Ste 400, Omaha, NE  68154 402-399-6158
    13625 California St, Ste 400, Omaha, NE  68154 402-399-6307
    13625 California St, Ste 400, Omaha, NE  68154 402-548-3438
    13625 California St, Ste 400, Omaha, NE  68154 402-399-6143
    13625 California St, Ste 400, Omaha, NE  68154 402-399-1578
    13625 California St, Ste 400, Omaha, NE  68154 402-399-6190
    13625 California St, Ste 400, Omaha, NE  68154 402-399-6151
    15858 W Dodge Rd, Ste 110, Omaha, NE  68118 402-391-1512
    17310 Wright St, Ste 102, Omaha, NE  68130 402-697-7320
    6657 Sorensen Parkway, Omaha, NE  68152 402-571-8224

      Select other cities around Omaha, Nebraska to broaden your search for a financial advisor

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.