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Financial Advisors in Omaha, NE: 2026 rankings

135 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Omaha: Budget to Success, RFA Score 78/100; 5.0★ from 293 Google reviews.

  2. 3

    Most-reviewed: Veridian Credit Union, 502 Google reviews at 4.7★, the most of 135 ranked; ranked #3.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

135 Omaha financial advisors are ranked here by RFA Score, from eight published factors. 24 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 4.8★ across 135 rated firms.

Top 10 financial advisors in Omaha at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Omaha at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Budget to Success785.0★ (293)Omaha—Top score
2Mutual of Omaha Mortgage784.8★ (437)Omaha——
3Veridian Credit Union774.7★ (502)Council Bluffs, 3 mi awaySatMost reviews
4Unified Legacy Advisors765.0★ (102)Omaha——
5Creative Planning755.0★ (84)Omaha——
6Calen Griffin - Mutual of Omaha Advisor745.0★ (63)Omaha——
7Lifelong Financial Solutions744.7★ (88)Omaha——
8Jennifer Coyle - Flat Branch Home Loans745.0★ (90)Council Bluffs, 6 mi away——
9Stevens Capital Partners (Certified Financial Planner)745.0★ (50)Omaha——
10Asset Strategies734.9★ (52)Omaha——

All 135 financial advisors in Omaha, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Omaha

    #1 Budget to Success

    Based in Omaha

    78/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 293 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 293 Google reviews
    Hours
    Mon–Tue 10 AM–5 PM · Wed closed · Thu–Fri 10 AM–5 PM · Sat–Sun closed
    View profile for Budget to Success(402) 207-9565

  3. #3 Veridian Credit Union

    Based in Council Bluffs, 3 mi away

    77/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.7★ from 502 Google reviews, listed on Google as “Financial consultant”.

    • 4.7★ from 502 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat 8:30 AM–12 PM · Sun closed
    Address
    2040 W Broadway, Council Bluffs, IA 51501
    View profile for Veridian Credit Union(800) 235-3228

  4. #4 Unified Legacy Advisors

    Based in Omaha

    76/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 102 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 102 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–1 PM · Sat–Sun closed
    Address
    17002 Marcy St Ste 120, Omaha, NE 68118
    View profile for Unified Legacy Advisors(402) 261-7089

  5. #5 Creative Planning

    Based in Omaha

    75/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 84 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 84 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    12925 W Dodge Rd, Omaha, NE 68154
    View profile for Creative Planning(402) 343-2555

  10. #10 Asset Strategies

    Based in Omaha

    73/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 52 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    14450 Meadows Blvd #1, Omaha, NE 68138
    View profile for Asset Strategies(402) 933-4642

  14. #14 Retire SMART, LLC

    Based in Omaha

    73/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.6★ from 69 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 69 Google reviews
    Hours
    Mon–Thu 8:30 AM–5:30 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    13815 FNB Pkwy Ste 400, Omaha, NE 68154
    View profile for Retire SMART, LLC(402) 369-7777

  19. #19 Croker Group

    Based in Omaha

    71/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.8★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 30 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    9839 S 168th St #2b, Omaha, NE 68136
    View profile for Croker Group(402) 262-0999

  23. #23 WealthPlan Group

    Based in Omaha

    71/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.8★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 22 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    101 S 108th Ave 2nd Fl, Omaha, NE 68154
    View profile for WealthPlan Group(402) 691-0200

  24. #24 Omaha Bookkeeping

    Based in Omaha

    70/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 7:30 AM–5:30 PM · Sat 9 AM–12 PM · Sun closed
    Address
    16221 Heather St, Omaha, NE 68136
    View profile for Omaha Bookkeeping(402) 639-0958

  25. #25 Revolution Group, LLC

    Based in Omaha

    70/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.9★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 18 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    17838 Burke St Ste 103, Omaha, NE 68118
    View profile for Revolution Group, LLC(402) 933-3371

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 135 ranked financial advisors here; the rest are on their profiles.

financial advisors in Omaha, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Core Bank704.3★ (40)In Omaha
27Wayne Vernon Olson: Primerica - Financial Services704.8★ (19)In Omaha
28Highmark Financial and Insurance705.0★ (15)In Omaha
29Orion Advisor Solutions, Inc704.4★ (26)In Omaha
30Egermier Wealth Management Group705.0★ (14)In Omaha
31FNBO694.1★ (67)3 mi
32Soar Wealth Strategies695.0★ (11)In Omaha
33Mutual of Omaha® Investor Services694.0★ (43)In Omaha
34Centris Federal Credit Union694.4★ (61)9 mi
35TaxPlus Financial Services694.7★ (12)In Omaha
36Vintage Financial Group694.6★ (13)In Omaha
37Monarch Financial Group Inc.695.0★ (10)In Omaha
38Lifetime Retirement Partners695.0★ (10)In Omaha
39Keiser Wealth695.0★ (10)In Omaha
40Linoma694.3★ (16)In Omaha
41Northwestern Mutual Wealth Management Company: Rob A Randels694.6★ (11)In Omaha
42First Command Financial Advisor - Kevin Schmidt695.0★ (19)8 mi
43Sequent Planning, LLC694.6★ (11)In Omaha
44Centris Federal Credit Union694.0★ (44)3 mi
45Centris Federal Credit Union694.2★ (39)5 mi
46FNBO694.3★ (35)6 mi
47Arkfeld Wealth Strategies695.0★ (8)In Omaha
48Kenny Engelmeyer: Primerica - Financial Services695.0★ (8)In Omaha
49Carson Wealth684.4★ (11)In Omaha
50First Command Financial Advisor - Joel Dighans685.0★ (17)8 mi

Also serving Omaha

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Omaha
BusinessGoogle ratingDistance
Ameritas Financial Center5.0★ (2)In Omaha
Avant-Garde Wealth Partners5.0★ (2)In Omaha
Axos Clearing LLC2.2★ (10)In Omaha
Central Financial Services3.0★ (2)In Omaha
CIO Wealth Strategies - Ameriprise Financial Services, LLC5.0★ (2)In Omaha
Edward Jones - Financial Advisor: David A Rice5.0★ (2)In Omaha
Edward Jones - Financial Advisor: Paul D Horky, CFP®5.0★ (2)In Omaha
Firefly Financial Organizing5.0★ (2)In Omaha
First Nebraska Trust Company5.0★ (2)In Omaha
HUB International5.0★ (2)In Omaha
Interpublic Group Shared Services3.0★ (2)In Omaha
Jimmy Sweeden, RetirePath Advisors, Thrivent Advisor Network5.0★ (2)In Omaha
Kayla Petersen - Thrivent5.0★ (2)In Omaha
Lutterman Financial5.0★ (2)In Omaha
Northwestern Mutual - Paul Ludacka, CFP5.0★ (2)In Omaha
RBC Wealth Management Branch - Omaha5.0★ (2)In Omaha
Silverleaf Wealth Management5.0★ (2)In Omaha
Walnut Private Equity Partners1.0★ (2)In Omaha
Wells Fargo Advisors3.5★ (2)In Omaha
Wit Capital Management5.0★ (2)In Omaha

How we ranked Omaha financial advisors

We scored 135 Omaha financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Omaha data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Omaha: frequently asked questions

Which financial advisor has the highest RFA Score in Omaha?

By RFA Score, the highest-ranked financial advisor in Omaha, NE is Budget to Success with an RFA Score of 78/100. It has 5.0★ from 293 Google reviews. Mutual of Omaha Mortgage (#2) and Veridian Credit Union (#3) follow. We ranked 135 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Omaha?

RankedFinancialAdvisors ranks 135 financial advisors serving Omaha, NE. 41 of them are based in Omaha; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Omaha work on weekends?

24 of 135 ranked financial advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are Veridian Credit Union (#3), Fire My Mortgage® - Official Site (#18) and Omaha Bookkeeping (#24). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Omaha financial advisors have?

The median Google rating among 135 rated financial advisors in Omaha is 4.8★, with a median of 8 reviews. Veridian Credit Union has the most, 502 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Omaha count in this ranking?

Yes, if they are within 25 mi of the Omaha city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Omaha ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Omaha a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Omaha

  1. November 2026: RFA Scores recalculated for 135 financial advisors serving Omaha.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Omaha pages