Top 10 fastest-growing RIAs in Nebraska (2026)

Sort by asset growthHow they grew

#	Firm	Assets, end of 2023 → 2025	Growth	Advisory staff	Net advisors, 12 mo	How they grew	Main custodian	Score
1	Stonebridge Wealth Systems LLC KEARNEY	$102M → $369.1M	3.62× 2.7× typical	6 → 10	+3	Organic	Fidelity	95.7
2	Wealthplan Investment Management LLC OMAHA	$988.9M → $2.19B	2.21× 1.6× typical	8 → 14	+4	Organic or recruited	Schwab	95.1
3	Stevens Capital Partners OMAHA	$302.7M → $810.3M	2.68× 2.0× typical	6 → 10	+2	Organic	Fidelity	94.8
4	Cwm, LLC OMAHA	$26.77B → $50.58B	1.89× 1.4× typical	354 → 472	+32	Organic	Schwab	90.4
5	Smart Wealth, LLC OMAHA	$302.9M → $686.4M	2.27× 1.7× typical	12 → 17	+1	Organic	Fidelity	89.6
6	Avior Wealth Management, LLC OMAHA	$3.99B → $6.46B	1.62× 1.2× typical	97 → 125	+7	Organic	Schwab	85.6
7	Flagstone Financial Management, LLC LINCOLN	$318M → $467.8M	1.47× 1.1× typical	3 → 5	+1	Organic	LPL Financial	79.0
8	Sequent Planning, LLC OMAHA	$373.4M → $589.5M	1.58× 1.2× typical	75 → 76	+2	Organic or recruited	Schwab	78.6
9	Hbe Wealth Management, LLC LINCOLN	$163.7M → $277.4M	1.69× 1.3× typical	3 → 5	0	Organic	Fidelity	70.0
10	Mutual Advisors, LLC OMAHA	$6.95B → $9.45B	1.36× 1.0× typical	132 → 158	+2	Organic or recruited	Fidelity	67.1

Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.

How we ranked

Who's in: 5,989 SEC-registered RIAs serving individuals, based in the US, with $100M+ in assets, 25+ individual clients and 2+ advisory staff, that filed their 2026 annual Form ADV. Bank and broker-dealer networks (more advisors moving than advisory staff) are left out.
Asset growth (half the score): regulatory assets at the end of 2025 (2026 annual Form ADV) over the end of 2023 (the firm's last 2024 filing). Firms update this number once a year, in the annual amendment. The typical firm grew 1.34×, which is mostly the market. Growth over 3× counts as 3×, so one big merger can't decide the list (acquisitions aren't reported on Form ADV).
Advisory staff growth (a quarter): employees giving investment advice (Item 5.B(1)), over the same two years.
Net advisors (a quarter): registered advisors who joined the firm in the last 12 months minus those who left, from SEC registration records.
Each is a percentile among the firms that are in, and only firms whose assets grew faster than the typical firm's are listed. Assets include market gains and any acquisitions, so a high rank is a signal to look closer, not proof of organic growth.
How they grew (an estimate): each firm's gain, split four ways. Typical: what the typical firm grew. Acquired: firms most of whose advisors moved to it (half or more, and the old firm stopped filing, or three-quarters or more), at their last reported assets; a buyer that keeps an acquired firm filing on its own isn't seen, so this is a floor. Joined (hatched): advisors who moved in from other firms, at up to their old firm's assets per advisor ($150M at most), since a new hire may bring no clients at all. Organic: the rest, new clients and existing clients' money. “Organic” firms are organic even if every joiner brought a full book.
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The fastest-growing RIAs in Nebraska.

How we ranked