Company lists · Data refreshed September 2026

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

Name: Fee-only financial advisors based in Omaha, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 26 companies tracked

RevenueBase identified 26 company matches for fee-only financial advisors associated with Omaha, United States as of September 2026 and tracks 163 professional contacts across them, including 58 with verified work emails. Across the United States, New York is the largest hub for this category (82 companies); Omaha has 26.

This list covers company matches for fee-only financial advisors 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 20, 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 20, 2026 How this list was built

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 company matches for fee-only financial advisors based in Omaha, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Heritage Financial Services	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	51-200	39 contacts →
	Exact match “Our Philosophy At Heritage Financial Services, we are committed to continually helping our clients improve their financial prosperity with customized strategies that take into…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Wealthplan Partners	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	51-200	18 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 · Sep 20, 2026 · View company records in RevenueBase
3	Cambridge Advisors INC	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
4	America First Investment Advisors LLC	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
5	Illuminate Financial Group	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match “Illuminate Financial Group is an independently owned full service wealth management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Teckmeyer Financial Services	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
7	Hightower Omaha	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
8	Rick Young Financial Services	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
9	Bāzis Private Wealth, LLC	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
10	Cornerstone Financial Group, LLC	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “We do financial planning differently.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Dufek Financial Management Of Raymond James	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Having an experienced investment manager can not only help simplify the complexities of your wealth, it can also help simplify your life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Convergence Advisory Group	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Client Focused.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Keiser Wealth Management	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Callahan Financial Planning	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	11-50	1 contacts →
	Exact match “Callahan Financial Planning is a fee-only personal financial planning and investment management company.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Longview Investment Management LLC	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “LongView Investment Management is an independent, fee-only registered investment adviser in Omaha, NE.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	W.I.T. Capital Management, LLC	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Guide Rock Capital Management, INC	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	True Measure Wealth Management	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Headed by Patrick Tucker, True Measure operates as a fee-ony financial advisor firm.” Recorded in the RevenueBase company graph · Sep 20, 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 “fee-only financial advisors”. 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 18 of 26 fee-only financial advisors based in Omaha, United States

See the full list, filter by size, metro and specialty, and access 58 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 20, 2026

35.6%Verified-email coverage

6.3Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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

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 “fee-only financial advisors” 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 58 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 20, 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.

Fee-only financial advisors 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 “fee-only financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 26 company matches for fee-only financial advisors 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?

Heritage Financial Services 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 fee-only financial advisors?

New York leads the United States with 82 company records, followed by Houston (78) and Atlanta (70). Omaha has 26.

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 58 professional contacts with verified work emails tracked across these 26 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 20, 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.