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List Of All investment advisor Leads in Omaha

Searching for investment advisor in Omaha? Below are 25 businesses with the essentials - location, contact details, and customer ratings. Unified Legacy Advisors currently holds the top rating at 5.0★, while the average across the list sits around 4.5★. The list was last updated on 10/25/2026 - browse below for full contact details and a link to each business.

25 results · last updated 10/25/2026

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CompanyAddressRatingPhoneEmailWebsiteSocial
Unified Legacy AdvisorsFinancial planner
17002 Marcy St Ste 120, Omaha, NE 68118, United StatesView on Google Maps
5.0(102)
+*****6*7*89View in Leads Searchin**@p*****.comView in Leads Searchunifiedlegacyadvisors.com/
X (Twitter)
Calen Griffin - Mutual of Omaha AdvisorFinancial planner
17117 Burt St Ste Ste 300, Omaha, NE 68118, United StatesView on Google Maps
5.0(64)
+****87***85View in Leads Searchca***********@m************.comView in Leads Searchagents.mutualofomaha.com/agents/ne/omaha/calen-griffin?utm_source=extended&utm_medium=yext&utm_campaign=advisor-listing
LinkedInFacebook
Stevens Capital Partners (Certified Financial Planner)Financial advisor
15514 Spaulding Plaza Ste D02, Omaha, NE 68116, United StatesView on Google Maps
5.0(50)
+********800View in Leads Searchof****@s********.comView in Leads Searchwww.stevenscapitalpartners.com/
LinkedInInstagramFacebook
Austin Williams - Financial Advisor, Ameriprise Financial Services, LLCFinancial planner
15858 W Dodge Rd Ste 320, Omaha, NE 68118, United StatesView on Google Maps
5.0(29)
+*********44View in Leads Search-www.ameripriseadvisors.com/Austin.Williams/?cid=IP_local_google-
Egermier Wealth Management GroupFinancial planner
15606 Elm St #103, Omaha, NE 68130, United StatesView on Google Maps
5.0(14)
+****86*9696View in Leads Search-www.omahafinancialconsultants.com/-
Kevin Quinn - Financial AdvisorInsurance agency
17117 Burt St Ste Ste 300, Omaha, NE 68118, United StatesView on Google Maps
5.0(11)
+*****999*00View in Leads Searchke*********@m************.comView in Leads Searchagents.mutualofomaha.com/agents/ne/omaha/kevin-quinn
LinkedIn
Keiser WealthFinancial planner
Atrium Plaza South, 11324 Davenport St, Omaha, NE 68154, United StatesView on Google Maps
5.0(10)
+****8*76*41View in Leads Search-keiserwealth.com/-
Arkfeld Wealth StrategiesFinancial planner
3512 N 163rd Plaza, Omaha, NE 68116, United StatesView on Google Maps
5.0(8)
+****9***970View in Leads Searchin**@a************.comView in Leads Searchwww.arkfeldwealth.com/
X (Twitter)
Keystone Financial ServicesFinancial planner
9802 Nicholas St Ste 315, Omaha, NE 68114, United StatesView on Google Maps
5.0(6)
+*****9***12View in Leads Searchin**@k****************.usView in Leads Searchwww.keystonefinancialservice.com/-
MONAHAN FINANCIAL, INC.Investment service
1055 N 115th St #204, Omaha, NE 68154, United StatesView on Google Maps
5.0(4)
+*****9**917View in Leads Searchch**@m***************.comView in Leads Searchmonahanfinancial.com/
LinkedInFacebook
Morey & Quinn Wealth PartnersFinancial planner
11225 Davenport St #109, Omaha, NE 68154, United StatesView on Google Maps
5.0(4)
+*******9900View in Leads Search-moreyandquinn.com/-
Curnes Financial GroupFinancial planner
9900 Nicholas St #360, Omaha, NE 68114, United StatesView on Google Maps
5.0(3)
+*****97**40View in Leads Searchte**********@c**********.comView in Leads Searchwww.thecfgadvisors.com/-
Merrill Lynch Wealth ManagementInvestment service
13321 California St, Omaha, NE 68154, United StatesView on Google Maps
5.0(2)
+*****96**00View in Leads Search-advisor.ml.com/sites/ne/omaha-ne
YouTube
Silverleaf Wealth ManagementFinancial Advisor
12801 Pierce St. #100, Omaha, NE 68144, United StatesView on Google Maps
5.0(2)
+****9**7*00View in Leads Search-www.silverleafwealth.com/-
Fortress Wealth AdvisorsFinancial Advisor
14301 FNB Pkwy #206, Omaha, NE 68154, United StatesView on Google Maps
5.0(1)
+****99*8787View in Leads Search-fortresswealthadvisors.com/-
Omaha AdvisorsFinancial planner
1055 N 115th St #204, Omaha, NE 68154, United StatesView on Google Maps
5.0(1)
+*****97**33View in Leads Searchje**@j***********.comView in Leads Searchwww.jeffingraham.com/-
Trusted Wealth PartnersFinancial advisor
16934 Frances St #201, Omaha, NE 68130, United StatesView on Google Maps
5.0(1)
+********700View in Leads Searchsu*****@t**************.comView in Leads Searchwww.trustedwealthpartners.com/-
Asset StrategiesFinancial planner
14450 Meadows Blvd #1, Omaha, NE 68138, United StatesView on Google Maps
4.9(52)
+****9***642View in Leads Search-assetstrategies-ne.com/
LinkedInFacebookX (Twitter)
WealthPlan GroupFinancial Advisor
101 S 108th Ave 2nd Fl, Omaha, NE 68154, United StatesView on Google Maps
4.7(23)
+****69***00View in Leads Searchin**@w*********.groupView in Leads Searchwealthplangroup.com/find-an-advisor/omaha/
LinkedIn
Avior Wealth Management, LLCFinancial planner
14301 FNB Pkwy Ste 410, Omaha, NE 68154, United StatesView on Google Maps
4.5(6)
+******8**64View in Leads Searchom******@a****.comView in Leads Searchavior.com/locations/wealth-management-omaha-ne/?utm_source=google&utm_medium=gmb&utm_campaign=gmb-listing
LinkedInInstagramFacebook
Sterling Financial AdvisorsFinancial planner
3838 Davenport St, Omaha, NE 68131, United StatesView on Google Maps
2.3(3)
+****97*9*00View in Leads Searchma**@s**.us.comView in Leads Searchwww.sterlingfinancialworld.com/-
WP
Walnut Private Equity PartnersFinancial planner
111 S 108th Ave, Omaha, NE 68154, United StatesView on Google Maps
1.0(2)
+****99***01View in Leads Search---
America First Investment Advisors | Financial Planning & Investment Management in OmahaFinancial advisor
10050 Regency Cir #515, Omaha, NE 68114, United StatesView on Google Maps
1.0(1)
+****99***88View in Leads Search-www.am1st.com/-
Cambridge Advisors IncFinancial planner
17330 Wright St Ste 205, Omaha, NE 68130, United StatesView on Google Maps
-+****697**66View in Leads Searchin**@c****************.netView in Leads Searchwww.cambridgeadvisors.net/
LinkedInFacebook
Prairie Wealth Advisors, IncFinancial planner
10250 Regency Cir #115, Omaha, NE 68114, United StatesView on Google Maps
-+*****88**77View in Leads Searchin**@p********************.comView in Leads Searchwww.prairiewealthadvisors.com/
LinkedInFacebook

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