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Largest SEC-Registered Investment Advisors (RIAs) in Nebraska

Largest SEC-Registered Investment Advisors (RIAs) in Nebraska

As of July 2024, per latest ADV filings

1. ORION PORTFOLIO SOLUTIONS, LLC

Assets Under Management: $53,844,463,960

Client Accounts:  299,169

2. CWM, LLC

Assets Under Management: $26,774,389,503

Client Accounts:  110,327

3. AMERITAS INVESTMENT PARTNERS, INC.

Assets Under Management: $24,871,650,720

Client Accounts:  1,982

4. AMERITAS ADVISORY SERVICES, LLC

Assets Under Management: $10,289,301,520

Client Accounts:  39,033

5. BRIDGES INVESTMENT MANAGEMENT INC

Assets Under Management: $9,145,924,446

Client Accounts:  2,513

6. MUTUAL ADVISORS, LLC

Assets Under Management: $6,947,119,840

Client Accounts:  20,381

7. ARBOR POINT ADVISORS

Assets Under Management: $6,929,575,682

Client Accounts:  28,010

8. FIRST NATIONAL ADVISERS, LLC

Assets Under Management: $6,237,040,948

Client Accounts:  4,052

9. WEITZ INVESTMENT MANAGEMENT, INC.

Assets Under Management: $5,153,814,823

Client Accounts:  20

10. MCCARTHY CAPITAL

Assets Under Management: $4,030,326,449

Client Accounts:  12

11. AVIOR WEALTH MANAGEMENT, LLC

Assets Under Management: $3,986,353,586

Client Accounts:  3,710

12. PRODIGY ASSET MANAGEMENT LLC

Assets Under Management: $3,360,649,795

Client Accounts:  201

13. WHITETAIL ROCK CAPITAL MANAGEMENT, LLC

Assets Under Management: $3,273,838,712

Client Accounts:  9

14. WEALTH MANAGEMENT

Assets Under Management: $2,782,818,058

Client Accounts:  3,482

15. PITTENGER & ANDERSON INC

Assets Under Management: $2,479,436,893

Client Accounts: 2,009

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