Top Financial Advisors in Lincoln, Nebraska
Finding the right financial advisor in Lincoln is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Lincoln, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Lincoln, NE.
Find the Best Financial Advisor Firms in Lincoln:
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245
Address: 5900 O Street, Lincoln, NE 68510
Clients: 24,960
Average Clients per Advisor: 52
AUM: $ 11.5B
PITTENGER & ANDERSON INC
CRD#: 111033
Address: 5533 S. 27th Street Suite 201, Lincoln, NE 68512
Clients: 570
Average Clients per Advisor: 40
AUM: $ 3.3B
LINCOLN CAPITAL, LLC
CRD#: 168307
Address: 6003 Old Cheney Rd Suite 350, Lincoln, NE 68516
Clients: 318
Average Clients per Advisor: 79
AUM: $ 743M
BELLWETHER WEALTH
CRD#: 300012
Address: 140 North 8th Street Suite 210, Lincoln, NE 68058
Clients: 362
Average Clients per Advisor: 72
AUM: $ 685M
R2 WEALTH MANAGEMENT PARTNERS
CRD#: 282055
Address: 8101 O Street Suite 301, Lincoln, NE 68510
Clients: 622
Average Clients per Advisor: 124
AUM: $ 386M
FLAGSTONE FINANCIAL MANAGEMENT, LLC
CRD#: 285484
Address: 5801 Hidcote Dr. Ste 100, Lincoln, NE 68516
Clients: 198
Average Clients per Advisor: 33
AUM: $ 375M
How We Chose the Top Financial Advisors in Lincoln, Nebraska
To create this list of top financial advisor firms in Lincoln, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Lincoln has to offer.
Search Financial Advisors in Lincoln, Nebraska
Heath Jerod Petsche
Brady Allen Johnson
Joshua Velten Huenergardt
Gabriel Kerlik
John Roland Owens
Mitchell Ryan Becker
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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