Company lists · Data refreshed September 2026

Top 25 Accounting firm financial planning consultants based in Omaha, United States

Name: Accounting firm financial planning consultants based in Omaha, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 76 companies tracked

RevenueBase identified 76 company matches for accounting firm financial planning consultants associated with Omaha, United States as of September 2026 and tracks 1,124 professional contacts across them, including 661 with verified work emails. Across the United States, New York is the largest hub for this category (735 companies); Omaha has 76.

This list covers company matches for accounting firm financial planning consultants associated with Omaha, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 27, 2026 How this list was built

76Companies

1,124Contacts tracked

661Verified emails

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The 25 largest accounting firm financial planning consultants based in Omaha, United States

Ranked by team size

Top 25 of 76 company matches for accounting firm financial planning consultants based in Omaha, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	LUTZ	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	201-500	435 contacts →
	Exact match “Founded in 1980 as a tech-forward accounting practice, Lutz has grown into Nebraska’s largest locally owned business solutions firm.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2	Bland & Associates, P.C	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	51-200	115 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	Frankel	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	51-200	91 contacts →
	Exact match “Since 1959, our business and individual clients have thrived on our expertise and vision.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4	Hancock Dana	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	11-50	51 contacts →
	Exact match “Hancock & Dana is a certified public accounting and business consulting firm based in Omaha, Nebraska.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5	Hayes & Associates, L.L.C	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	11-50	33 contacts →
	Exact match “For over 40 years, we have provided uniquely tailored client advisory services (CAS), tax advisory services and audit/attestation services to thousands of clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6	RG & Associates Certified Public Accountants	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	11-50	23 contacts →
	Exact match “Based in Omaha, Nebraska, RG & Associates is a CPA firm offering comprehensive accounting services.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7	Masimore, Magnuson & Assoc., P.C	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	11-50	19 contacts →
	Exact match “Our firm offers a wide range of accounting, audit, tax and consulting services to our individual and business clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	Berger, Elliott & Pritchard Cpas, LLC	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	11-50	17 contacts →
	Exact match “Berger, Elliot & Pritchard CPAs, LLC are Certified Public Accountants working in the Omaha, Nebraska metro area.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	Franchise Resource	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	11-50	14 contacts →
	Exact match “At Franchise Resource, we provide franchise owners with reliable, professional accounting & consulting services.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	Percipio Business Advisors	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	11-50	13 contacts →
	Exact match “Providing accounting and finance solutions to meet the needs of privately held businesses, non-profit organizations, and individuals.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11	Mcfarlin & Brokke PC	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	11-50	12 contacts →
	Exact match “For clients who want a lasting and profitable business relationship, we're here with you for the long term.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12	Darst, Brune & Associates, LLC	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	11-50	11 contacts →
	Exact match “A dedicated group of professionals with experience to solve your business problems.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13	Deboer & Associates, PC	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	11-50	11 contacts →
	Exact match “CPA firm that works to help our clients with major services in audit, accounting, tax, and consulting.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14	AGSN	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	1-10	10 contacts →
	Exact match “For 35 years, AGSN has been known for its expertise in tax services, accounting and assurance services, estate and financial planning and business consulting.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15	Moylan Kropp	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	11-50	9 contacts →
	Exact match “Moylan Kropp is a comprehensive financial planning firm dedicated to tailoring recommendations for each individual client.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16	Rossitto & Associates, LLC	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	1-10	9 contacts →
	Exact match “Rossitto & Associates is a premier accounting firm in Omaha, Nebraska.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17	Prchal Group, LLC	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	11-50	9 contacts →
	Exact match “If you are looking for a blend of personal service and expertise, you have come to the right place!” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18	Koski Professional Group, P.C	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	11-50	8 contacts →
	Exact match “Koski Professional Group is a full-service public accounting and consulting firm serving clients since 1986.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19	Infinity CPA Group, LLC	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	11-50	7 contacts →
	Exact match “Our team at Infinity CPA Group, LLC has over 50 years of experience providing business and individual tax, accounting, and consulting services to our community of clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20	Velu LLC	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	1-10	7 contacts →
	Exact match “Helping Master Their Budget and Elevate Their Capacity with Proactive & Technology-based Accounting & Tax Services” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21	Mcmillen Dovali CO PC	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	11-50	6 contacts →
	Exact match “Accounting and tax services relevant to your business needs.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22	Teckmeyer Financial Services	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	11-50	6 contacts →
	Exact match “Teckmeyer Financial Services is a financial services company based out of Omaha, Nebraska” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23	Nelson Murphy Insurance And Investments	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	1-10	6 contacts →
	Exact match “Nelson Murphy Insurance & Investments are trusted, professional, and approachable wealth advisors in Omaha, NE.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24	Schleisman Onken & Associates, P.C	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	11-50	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25	W. E. Stevens, P.C	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	1-10	5 contacts →
	Exact match “Choosing a partner with uncompromising integrity to oversee your accounting functions is essential when running a small business.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “accounting firm financial planning consultants”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 76 accounting firm financial planning consultants based in Omaha, United States

See the full list, filter by size, metro and specialty, and access 661 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Accounting firm financial planning consultants based in Omaha, United States at a glance

As of Sep 27, 2026

58.8%Verified-email coverage

14.8Average contacts per company

1-10Median size (employees)

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Omaha, so it is reported there. Company counts and contact totals on this page are exact for Omaha, over 76 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Omaha, United States whose business descriptions match “accounting firm financial planning consultants” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 661 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Accounting firm financial planning consultants by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “accounting firm financial planning consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many accounting firm financial planning consultants are there based in Omaha, United States?

RevenueBase identified 76 company matches for accounting firm financial planning consultants associated with Omaha, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

LUTZ tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most accounting firm financial planning consultants?

New York leads the United States with 735 company records, followed by Houston (500) and Atlanta (350). Omaha has 76.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 661 professional contacts with verified work emails tracked across these 76 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.