Investment advisers in Lincoln, NE
13 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Ameritas Investment Partners, Inc. | $29.01 billion | 51 | 0 |
| Ameritas Advisory Services, LLC | $13.75 billion | 797 | 7 |
| Whitetail Rock Capital Management, LLC | $3.28 billion | 3 | 0 |
| Pittenger & Anderson Inc | $3.03 billion | 14 | 0 |
| Lincoln Capital, LLC | $844.8 million | 9 | 0 |
| Bellwether Wealth | $784.0 million | 12 | 0 |
| Flagstone Financial Management, LLC | $467.8 million | 11 | 0 |
| Plan a Wealth, LLC | $433.8 million | 13 | 0 |
| Hbe Wealth Management, LLC | $277.4 million | 5 | 0 |
| R2 Wealth Management Partners | $236.0 million | 3 | 0 |
| Capital Consulting & Asset Management | $218.7 million | 8 | 0 |
| Allstate Financial Advisors, LLC | $142.4 million | 341 | 2 |
| Paradigm Wealth Management | $116.3 million | 8 | 0 |