Company lists · Data refreshed October 2026

Top 20 Financial advisory firms for manufacturers based in Omaha, United States

RevenueBase identified 39 company matches for financial advisory firms for manufacturers associated with Omaha, United States as of October 2026 and tracks 306 professional contacts across them, including 89 with verified work emails. Across the United States, New York is the largest hub for this category (231 companies); Omaha has 39.

This list covers company matches for financial advisory firms for manufacturers 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 October 12, 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 Oct 12, 2026 How this list was built
39Companies
306Contacts tracked
89Verified emails
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The 20 largest financial advisory firms for manufacturers based in Omaha, United States

Ranked by team size
Top 20 of 39 company matches for financial advisory firms for manufacturers based in Omaha, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchOmaha, NE, United StatesHQ recorded Oct 12, 202651-20041 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 · Oct 12, 2026 · View company records in RevenueBase
2Exact matchOmaha, NE, United StatesHQ recorded Oct 12, 202611-5031 contacts →

Exact match

“Helping families build a better life, legacy, and community.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3Exact matchOmaha, NE, United StatesHQ recorded Oct 12, 20261-1024 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 · Oct 12, 2026 · View company records in RevenueBase
4Exact matchOmaha, NE, United StatesHQ recorded Oct 12, 202611-5017 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 · Oct 12, 2026 · View company records in RevenueBase
5Exact matchOmaha, NE, United StatesHQ recorded Oct 12, 202651-20015 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 · Oct 12, 2026 · View company records in RevenueBase
6Exact matchOmaha, NE, United StatesHQ recorded Oct 12, 202611-507 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7Exact matchOmaha, NE, United StatesHQ recorded Oct 12, 20261-106 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 · Oct 12, 2026 · View company records in RevenueBase
8Exact matchOmaha, NE, United StatesHQ recorded Oct 12, 20261-106 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 · Oct 12, 2026 · View company records in RevenueBase
9Exact matchOmaha, NE, United StatesHQ recorded Oct 12, 20261-106 contacts →

Exact match

“Nelson Murphy Insurance & Investments are trusted, professional, and approachable wealth advisors in Omaha, NE.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10Exact matchOmaha, NE, United StatesHQ recorded Oct 12, 202611-505 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11Exact matchOmaha, NE, United StatesHQ recorded Oct 12, 20261-104 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12Exact matchOmaha, NE, United StatesHQ recorded Oct 12, 202611-504 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 · Oct 12, 2026 · View company records in RevenueBase
13Exact matchOmaha, NE, United StatesHQ recorded Oct 12, 20261-103 contacts →

Exact match

“Clients come to us for guidance on changes throughout their lives.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14Exact matchOmaha, NE, United StatesHQ recorded Oct 12, 20261-102 contacts →

Exact match

“Successful OnBoarding is leveraging almost 60 years of experience working with successful business owners in the financial services industry.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15Exact matchOmaha, NE, United StatesHQ recorded Oct 12, 20261-102 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 · Oct 12, 2026 · View company records in RevenueBase
16Exact matchOmaha, NE, United StatesHQ recorded Oct 12, 202611-502 contacts →

Exact match

“At Vintage Financial Group, we start with our client's values and vision coupled with strategies to deliver a tailored solution.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17Exact matchOmaha, NE, United StatesHQ recorded Oct 12, 20261-102 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 · Oct 12, 2026 · View company records in RevenueBase
18Exact matchOmaha, NE, United StatesHQ recorded Oct 12, 20261-101 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19Exact matchOmaha, NE, United StatesHQ recorded Oct 12, 20261-101 contacts →

Exact match

“Many clients face challenges when it comes to saving and building their retirement.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20Exact matchOmaha, NE, United StatesHQ recorded Oct 12, 20261-101 contacts →

Exact match

“Preserving capital and managing risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase

Showing 20 of 39 financial advisory firms for manufacturers based in Omaha, United States

See the full list, filter by size, metro and specialty, and access 89 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial advisory firms for manufacturers based in Omaha, United States at a glance

As of Oct 12, 2026
29.1%Verified-email coverage
7.8Average contacts per company
1-10Median size (employees)
Oct 12, 2026Page data refreshed

Companies by employee count

1-10
24
11-50
13
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 39 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 “financial advisory firms for manufacturers” 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 89 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 October 12, 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.

Financial advisory firms for manufacturers 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 “financial advisory firms for manufacturers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisory firms for manufacturers are there based in Omaha, United States?

RevenueBase identified 39 company matches for financial advisory firms for manufacturers associated with Omaha, United States as of October 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 financial advisory firms for manufacturers?

New York leads the United States with 231 company records, followed by Houston (141) and Atlanta (131). Omaha has 39.

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 89 professional contacts with verified work emails tracked across these 39 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 October 12, 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.