Company lists · Data refreshed September 2026
Top 22 Family office investment firms based in Omaha, United States
RevenueBase identified 42 family office investment firms headquartered in Omaha, United States as of September 2026 and tracks 719 professional contacts across them, including 397 with verified work emails. Across the United States, New York is the largest hub for this category (492 companies); Omaha has 42.
This list covers family office investment firms headquartered in Omaha, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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.
The 22 largest family office investment firms based in Omaha, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 312 contacts → | ||||
Indirect evidence “Carson Wealth Management Group’s mission is to inspire our clients to achieve True Wealth through education, communication and service, which exceed their expectations.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 93 contacts → | ||||
Indirect evidence “We are Bridges Trust.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 30 contacts → | ||||
Partial evidence “Helping families build a better life, legacy, and community.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 14 contacts → | ||||
Indirect evidence “TR Financial Group, headquartered in Omaha, Nebraska, is a multi-product, comprehensive wealth management firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 14 contacts → | ||||
Indirect evidence “Asset Strategies was co-founded by Chadd Hoeft & Justin Widick in 2002 with a specific vision on how to manage clients’ assets.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 12 contacts → | ||||
Indirect evidence “We are a full-service, custom wealth management firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 10 contacts → | ||||
Strong evidence “Personalized investment management and services for not-for-profit organizations, ultra-high-net-worth individuals, and families.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8 contacts → | ||||
Indirect evidence “American Wealth Partners is a comprehensive wealth management firm committed to helping our clients improve their long-term financial success.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Partial evidence “A boutique investment practice that delivers a highly personalized client experience, backed by the strength and security of a Fortune 50 company.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 7 contacts → | ||||
Indirect evidence “Illuminate Financial Group is an independently owned full service wealth management firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 contacts → | ||||
Indirect evidence “CenterPoint Financial Group serves a select group of clients by orchestrating all aspects of their financial affairs.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 contacts → | ||||
Indirect evidence “Wealth Management takes place in the space where your money and your values meet.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 contacts → | ||||
Partial evidence “Nelson Murphy Insurance & Investments are trusted, professional, and approachable wealth advisors in Omaha, NE.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5 contacts → | ||||
Indirect evidence “At HighTower Omaha, we help you reach for your aspirations, plan for the future and pursue your lifelong goals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 5 contacts → | ||||
Indirect evidence “Important Disclosures: https://moreyandquinn.com/disclosures/ Morey & Quinn Wealth Partners are dedicated to helping preserve your financial independence.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 contacts → | ||||
Indirect evidence “Rick Young Financial Services is a financial services company based out of Omaha Nebraska.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Partial evidence “Prairie Wealth Advisors provides customized wealth planning services to help clients make clear, intelligent investment choices.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Partial evidence “Having an experienced investment manager can not only help simplify the complexities of your wealth, it can also help simplify your life.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Partial evidence “At Mainstreet Synergy Group, our foundation is built on decades of experience advising ultra-high-net-worth families, business owners, and institutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Partial evidence “Callahan Financial Planning is a fee-only personal financial planning and investment management company.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: family office investment firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names family office investment firms.
- Partial evidence
- Its own public description names part of family office investment firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office investment firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 22 of 42 family office investment firms based in Omaha, United States
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Family office investment firms based in Omaha, United States at a glance
As of Sep 28, 2026Companies by employee count
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 42 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among family office investment firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Omaha, United States whose own description of what they do matches “family office investment firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names family office investment firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among family office investment firms, and records with no verified work email. Companies headquartered outside Omaha are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 397 across the full list. 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 28, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Family office investment firms by metro in the United States
- Family office investment firms in New York492
- Family office investment firms in Dallas186
- Family office investment firms in Chicago172
- Family office investment firms in Miami162
- Family office investment firms in Atlanta155
- Family office investment firms in Houston153
- Family office investment firms in San Diego128
- Family office investment firms in Boston125
- Family office investment firms in San Francisco124
- Family office investment firms in Los Angeles111
- Family office investment firms in Austin106
- Family office investment firms in Denver97
- Family office investment firms in Scottsdale95
- Family office investment firms in Charlotte82
- Family office investment firms in Newport Beach67
- Family office investment firms in Seattle67
- Family office investment firms in Tampa66
- Family office investment firms in Irvine63
- Family office investment firms in Cincinnati62
- Family office investment firms in Portland57
- Family office investment firms in Indianapolis54
- Family office investment firms in Minneapolis50
- Family office investment firms in Overland Park48
- Family office investment firms in Bellevue47
- Family office investment firms in Boca Raton47
- Family office investment firms in Birmingham45
- Family office investment firms in Naples45
- Family office investment firms in Pittsburgh45
- Family office investment firms in Fort Worth43
- Family office investment firms in Columbus42
- Family office investment firms in Phoenix42
- Family office investment firms in Raleigh42
- Family office investment firms in Washington42
- Family office investment firms in Las Vegas40
- Family office investment firms in San Antonio40
- Family office investment firms in Sarasota39
- Family office investment firms in Cleveland38
- Family office investment firms in Nashville38
- Family office investment firms in Richmond38
- Family office investment firms in Salt Lake City38
- Family office investment firms in Madison37
- Family office investment firms in Grand Rapids36
- Family office investment firms in Louisville36
- Family office investment firms in Wilmington36
- Family office investment firms in Memphis35
- Family office investment firms in Columbia34
- Family office investment firms in Rochester33
- Family office investment firms in Jacksonville32
- Family office investment firms in Fort Lauderdale31
- Family office investment firms in Pasadena31
- Family office investment firms in Santa Barbara31
- Family office investment firms in Greenwood Village30
- Family office investment firms in Orlando30
- Family office investment firms in Walnut Creek30
- Family office investment firms in Beverly Hills29
- Family office investment firms in Coral Gables29
- Family office investment firms in Greenville29
- Family office investment firms in Charleston28
- Family office investment firms in Plano28
- Family office investment firms in Lexington27
- Family office investment firms in Springfield27
- Family office investment firms in Baton Rouge26
- Family office investment firms in Colorado Springs26
- Family office investment firms in Philadelphia26
- Family office investment firms in Tulsa26
- Family office investment firms in St. Louis25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names family office investment firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many family office investment firms are there based in Omaha, United States?
RevenueBase identified 42 family office investment firms headquartered in Omaha, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Carson Wealth, headquartered in Omaha, tops this list with the largest team on record.
Which city in the United States has the most family office investment firms?
New York leads the United States with 492 headquartered companies, followed by Dallas (186) and Chicago (172). Omaha has 42.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 397 verified decision-maker contacts tracked across these 42 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 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 Smart Search, 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.
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