Find Top Financial Advisors in Omaha, Nebraska

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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 - 20-Mar-2023

Omaha has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 141 non-vetted advisors in your local area. These financial advisors in Omaha, Nebraska have an average of 18 years of experience.

NOTE: The list of financial advisors in Omaha, Nebraska mentioned below do 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
Nicholas Randall
16820 Frances St., Ste 202,
Omaha, NE 68130
22 Not Specified $10,000 Fee-Only
Michael Haman
8025 Eiger Dr, Ste. 100,
Lincoln, NE 68516
14 $450,000,000 (team) $500,000 Fee-Based

Information on Qualified Financial Advisors in Omaha

Qualifications CRD# 6169689
Firm CRD# 283254
Series 65

Compensation/Fee Fee-Only, Based on Assets

Office Location 16820 Frances St., Ste 202,
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 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

Qualifications CRD# 5399902
Firm CRD# 6413
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets

Office Location 8025 Eiger Dr, Ste. 100,
Phone Number 402-480-7189

About 37 Wealth

Our firm was established in 2019 and consists of four partners - Michael Haman, Loren Kampschnieder, Adam Mach, and John Oestreich - who together have over 85 years of experience in financial services. Our entire practice is dedicated to serving individual investors and businesses in the context of a comprehensive financial and investment plan.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services

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

Firm Name AUM No. of Clients Fee Structure
17605 Wright St,
Omaha, NE 68130
$14,194,829,219 81242 A percentage of AUM
Fixed fees
13333 California St , Suite 500,
Omaha, NE 68154
$8,736,963,182 2085 A percentage of AUM
Hourly charges
Fixed fees
13220 California Street , 2nd Floor,
Omaha, NE 68154-9750
$2,505,370,804 10051 A percentage of AUM
9290 W. Dodge Rd; Ste 203,
Omaha, NE 68114
$1,021,571,034 279 A percentage of AUM
10050 Regency Circle, Suite 515,
Omaha, NE 68114-3721
$463,616,637 546 A percentage of AUM
8420 West Dodge Road , Suite 110,
Omaha, NE 68114
$350,356,731 3103 A percentage of AUM
Hourly charges
Fixed fees
3512 N. 163rd Plaza,
Omaha, NE 68116
$309,356,500 1483 A percentage of AUM
Hourly charges
Fixed fees
8748 Fredrick Street,
Omaha, NE 68124
$228,126,594 83 A percentage of AUM
Fixed fees
9802 Nicholas Street , Suite 105,
Omaha, NE 68114
$200,565,157 213 A percentage of AUM
Hourly charges
Fixed fees
15514 Spaulding Plaza , Suite D02,
Omaha, NE 68116
$180,325,391 746 A percentage of AUM
14301 Fnb Parkway , Ste. 100,
Omaha, NE 68154
$177,222,252 514 A percentage of AUM
Hourly charges
Fixed fees
9850 Nicholas Street , Suite 315,
Omaha, NE 68114
$164,832,127 707 A percentage of AUM
Hourly charges
Fixed fees
9802 Nicholas Street , Suite 315,
Omaha, NE 68114
$130,553,059 1127 A percentage of AUM
Fixed fees
14507 California Street,
Omaha, NE 68154
$122,605,609 1202 A percentage of AUM
Hourly charges
Fixed fees
111 S. 108th Ave.,
Omaha, NE 68154
$111,746,243 2 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
    Andrew Rehmann
    Inquire with Andrew
    13625 California St, Ste 400, Omaha, NE  68154 402-399-6158
    Al Zach
    Inquire with Al
    13625 California St, Ste 400, Omaha, NE  68154 402-399-6307
    Beau Robinson
    Inquire with Beau
    13625 California St, Ste 400, Omaha, NE  68154 402-548-3438
    Amy E Riggs
    Inquire with Amy
    13625 California St, Ste 400, Omaha, NE  68154 402-399-6143
    Bradley Hess
    Inquire with Bradley
    13625 California St, Ste 400, Omaha, NE  68154 402-399-1578
    Aron D. Huddleston
    Inquire with Aron
    13625 California St, Ste 400, Omaha, NE  68154 402-399-6190
    Andrew Robinson
    Inquire with Andrew
    13625 California St, Ste 400, Omaha, NE  68154 402-399-6151
    Bret Salomon
    Inquire with Bret
    15858 W Dodge Rd, Ste 110, Omaha, NE  68118 402-391-1512
    Angelia Thomas
    Inquire with Angelia
    17310 Wright St, Ste 102, Omaha, NE  68130 402-697-7320
    BOS Enterprises, Inc.
    Inquire with BOS
    6657 Sorensen Parkway, Omaha, NE  68152 402-571-8224
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      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.

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      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.

      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?