Company lists · Data refreshed November 2026

Top 25 Concierge wealth services based in Omaha, United States

Name: Concierge wealth services based in Omaha, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 69 companies tracked

RevenueBase identified 69 company matches for concierge wealth services associated with Omaha, United States as of November 2026 and tracks 936 professional contacts across them, including 539 with verified work emails. Across the United States, New York is the largest hub for this category (589 companies); Omaha has 69.

This list covers company matches for concierge wealth services 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 November 6, 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 Nov 6, 2026 How this list was built

69Companies

936Contacts tracked

539Verified emails

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The 25 largest concierge wealth services based in Omaha, United States

Ranked by team size

Top 25 of 69 company matches for concierge wealth services based in Omaha, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Carson Wealth	Exact match	Omaha, NE, United StatesHQ recorded Nov 6, 2026	51-200	354 contacts →
	Exact match “Carson Wealth Management Group’s mission is to inspire our clients to achieve True Wealth through education, communication and service, which exceed their expectations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Bridges Trust	Exact match	Omaha, NE, United StatesHQ recorded Nov 6, 2026	51-200	103 contacts →
	Exact match “We are Bridges Trust.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Harrison Financial Services	Exact match	Omaha, NE, United StatesHQ recorded Nov 6, 2026	11-50	33 contacts →
	Exact match “Helping families build a better life, legacy, and community.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Feltz Wealthplan	Exact match	Omaha, NE, United StatesHQ recorded Nov 6, 2026	11-50	27 contacts →
	Exact match “Feltz WealthPLAN’s goal is to regard each client with integrity and honesty and to be considered a trusted and indispensable advisor.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Silverleaf Wealth Management	Exact match	Omaha, NE, United StatesHQ recorded Nov 6, 2026	1-10	24 contacts →
	Exact match “At Silverleaf Wealth Management in Omaha, NE, we understand that individuals face unique challenges as they prepare for retirement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Unified Legacy Advisors	Exact match	Omaha, NE, United StatesHQ recorded Nov 6, 2026	11-50	17 contacts →
	Exact match “Our comprehensive approach to retirement planning encompasses a full range of strategies from managing and protecting existing assets to estimating future cash flows and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	TR Financial Group	Exact match	Omaha, NE, United StatesHQ recorded Nov 6, 2026	11-50	17 contacts →
	Exact match “TR Financial Group, headquartered in Omaha, Nebraska, is a multi-product, comprehensive wealth management firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Wealthplan Partners	Exact match	Omaha, NE, United StatesHQ recorded Nov 6, 2026	51-200	15 contacts →
	Exact match “WealthPlan Partners strives to develop innovative solutions to address each client's situation, branding 'Return On Life and Return On Investment'.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Revolution Group, LLC	Exact match	Omaha, NE, United StatesHQ recorded Nov 6, 2026	1-10	14 contacts →
	Exact match “We are a full-service, custom wealth management firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Moylan Kropp	Exact match	Omaha, NE, United StatesHQ recorded Nov 6, 2026	11-50	12 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 · Nov 6, 2026 · View company records in RevenueBase
11	Prodigy Asset Management	Exact match	Omaha, NE, United StatesHQ recorded Nov 6, 2026	1-10	12 contacts →
	Exact match “Personalized investment management and services for not-for-profit organizations, ultra-high-net-worth individuals, and families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Trusted Wealth Partners	Exact match	Omaha, NE, United StatesHQ recorded Nov 6, 2026	11-50	11 contacts →
	Exact match “Here at Trusted Wealth Partners, our sole focus is on helping our clients reach and maintain financial independence throughout multiple generations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	American Wealth Partners	Exact match	Omaha, NE, United StatesHQ recorded Nov 6, 2026	1-10	10 contacts →
	Exact match “American Wealth Partners is a comprehensive wealth management firm committed to helping our clients improve their long-term financial success.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Cambridge Advisors INC	Exact match	Omaha, NE, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “When you work hard to accumulate wealth, you need an investment advisor who takes time to know you.who understands your situation and your goals.someone who will custom-tailor…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	America First Investment Advisors LLC	Exact match	Omaha, NE, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “America First Investment Advisors is a financial advisor from the Old School.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Centerpoint Financial Group	Exact match	Omaha, NE, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “CenterPoint Financial Group serves a select group of clients by orchestrating all aspects of their financial affairs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	The Premier Advisory Group, LLC	Exact match	Omaha, NE, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “The Premier Advisory Group, LLC will create a comprehensive and personalized financial plan regarding asset allocation & risk, asset maximization, income planning, and retirement…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Teckmeyer Financial Services	Exact match	Omaha, NE, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
19	Hiley Hunt Wealth Management	Exact match	Omaha, NE, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “Wealth Management takes place in the space where your money and your values meet.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Nelson Murphy Insurance And Investments	Exact match	Omaha, NE, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
21	Morey & Quinn Wealth Partners	Exact match	Omaha, NE, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “Important Disclosures: https://moreyandquinn.com/disclosures/ Morey & Quinn Wealth Partners are dedicated to helping preserve your financial independence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Hightower Omaha	Exact match	Omaha, NE, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “At HighTower Omaha, we help you reach for your aspirations, plan for the future and pursue your lifelong goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Rick Young Financial Services	Exact match	Omaha, NE, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Rick Young Financial Services is a financial services company based out of Omaha Nebraska.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Croker Group	Exact match	Omaha, NE, United StatesHQ recorded Nov 6, 2026	11-50	4 contacts →
	Exact match “Croker Group is a wealth management consulting and insurance solutions practice that works with you to dissect your overall portfolio to identify any inefficiencies and gaps.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Bāzis Private Wealth, LLC	Exact match	Omaha, NE, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Exclusive Private Wealth Services for Discerning Clients Our private wealth practice is an exclusive firm thoughtfully designed to meet the unique needs of high-net-worth…” Recorded in the RevenueBase company graph · Nov 6, 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 “concierge wealth services”. 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 69 concierge wealth services based in Omaha, United States

See the full list, filter by size, metro and specialty, and access 539 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Concierge wealth services based in Omaha, United States at a glance

As of Nov 6, 2026

57.6%Verified-email coverage

13.6Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 69 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 “concierge wealth services” 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 539 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 November 6, 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.

Concierge wealth services 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 “concierge wealth services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many concierge wealth services are there based in Omaha, United States?

RevenueBase identified 69 company matches for concierge wealth services associated with Omaha, United States as of November 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?

Carson Wealth 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 concierge wealth services?

New York leads the United States with 589 company records, followed by Atlanta (272) and Houston (263). Omaha has 69.

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 539 professional contacts with verified work emails tracked across these 69 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 November 6, 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.