Company lists · Data refreshed September 2026

Top 18 Fee-only financial advisors based in Omaha, United States

RevenueBase identified 26 fee-only financial advisors headquartered in Omaha, United States as of September 2026 and tracks 163 professional contacts across them, including 58 with verified work emails. New York is the largest hub.

This list covers fee-only financial advisors 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 19, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
26Companies
163Contacts tracked
58Verified emails
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The 18 largest fee-only financial advisors based in Omaha, United States

Ranked by team size
Top 18 of 26 fee-only financial advisors based in Omaha, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to fee-only financial advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceOmaha, NE, United StatesHQ checked Sep 19, 202651-20039 contacts →

Partial evidence

“Our Philosophy At Heritage Financial Services, we are committed to continually helping our clients improve their financial prosperity with customized strategies that take into…”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceOmaha, NE, United StatesHQ checked Sep 19, 202651-20018 contacts →

Indirect evidence

“WealthPlan Partners strives to develop innovative solutions to address each client's situation, branding 'Return On Life and Return On Investment'.”

Source: RevenueBase Database · checked Sep 19, 2026
3Partial evidenceOmaha, NE, United StatesHQ checked Sep 19, 20261-108 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
4Strong evidenceOmaha, NE, United StatesHQ checked Sep 19, 20261-107 contacts →

Strong evidence

“America First Investment Advisors is a financial advisor from the Old School.”

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceOmaha, NE, United StatesHQ checked Sep 19, 202611-507 contacts →

Partial evidence

“Illuminate Financial Group is an independently owned full service wealth management firm.”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceOmaha, NE, United StatesHQ checked Sep 19, 202611-506 contacts →

Partial evidence

“Teckmeyer Financial Services is a financial services company based out of Omaha, Nebraska”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceOmaha, NE, United StatesHQ checked Sep 19, 20261-105 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 19, 2026
8Partial evidenceOmaha, NE, United StatesHQ checked Sep 19, 20261-104 contacts →

Partial evidence

“Rick Young Financial Services is a financial services company based out of Omaha Nebraska.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceOmaha, NE, United StatesHQ checked Sep 19, 20261-104 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 19, 2026
10Partial evidenceOmaha, NE, United StatesHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“We do financial planning differently.”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceOmaha, NE, United StatesHQ checked Sep 19, 20261-102 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 19, 2026
12Indirect evidenceOmaha, NE, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Client Focused.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceOmaha, NE, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.”

Source: RevenueBase Database · checked Sep 19, 2026
14Strong evidenceOmaha, NE, United StatesHQ checked Sep 19, 202611-501 contacts →

Strong evidence

“Callahan Financial Planning is a fee-only personal financial planning and investment management company.”

Source: RevenueBase Database · checked Sep 19, 2026
15Strong evidenceOmaha, NE, United StatesHQ checked Sep 19, 20261-101 contacts →

Strong evidence

“LongView Investment Management is an independent, fee-only registered investment adviser in Omaha, NE.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceOmaha, NE, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceOmaha, NE, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“No one strategy fits everyone, which is why every client gets our undivided attention-from learning about your story and what keeps you up at night to analyzing & planning we take…”

Source: RevenueBase Database · checked Sep 19, 2026
18Strong evidenceOmaha, NE, United StatesHQ checked Sep 19, 20261-101 contacts →

Strong evidence

“Headed by Patrick Tucker, True Measure operates as a fee-ony financial advisor firm.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 18 of 26 fee-only financial advisors based in Omaha, United States

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Fee-only financial advisors based in Omaha, United States at a glance

As of Sep 19, 2026
35.6%Verified-email coverage
6.3Average contacts per company
1-10Median size (employees)
315.4%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
19
11-50
5
51-200
2

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 26 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 fee-only financial advisors, 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 “fee-only financial advisors”. 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 fee-only financial advisors), 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 fee-only financial advisors, 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, 58 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 19, 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.

Fee-only financial advisors by metro in the United States

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 fee-only financial advisors, 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 fee-only financial advisors are there based in Omaha, United States?

RevenueBase identified 26 fee-only financial advisors 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?

Heritage Financial Services, headquartered in Omaha, tops this list with the largest team on record.

Which city has the most fee-only financial advisors?

New York leads with 82 headquartered companies, followed by Houston (78) and Atlanta (70).

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 58 verified decision-maker contacts tracked across these 26 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 19, 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.