Company lists · Data refreshed September 2026

Top 25 Financial planning outsourcing companies based in Omaha, United States

Name: Financial planning outsourcing companies based in Omaha, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 54 companies tracked

RevenueBase identified 54 financial planning outsourcing companies headquartered in Omaha, United States as of September 2026 and tracks 359 professional contacts across them, including 99 with verified work emails. Across the United States, New York is the largest hub for this category (238 companies); Omaha has 54.

This list covers financial planning outsourcing companies 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

54Companies

359Contacts tracked

99Verified emails

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The 25 largest financial planning outsourcing companies based in Omaha, United States

Ranked by team size

Top 25 of 54 financial planning outsourcing companies based in Omaha, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning outsourcing companies: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Heritage Financial Services	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	51-200	39 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 28, 2026
2	Wealthplan Partners	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	51-200	18 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 28, 2026
3	Unified Legacy Advisors	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Partial evidence “Our comprehensive approach to retirement planning encompasses a full range of strategies from managing and protecting existing assets to estimating future cash flows and…” Source: RevenueBase Database · checked Sep 28, 2026
4	Asset Strategies	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	11-50	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, 2026
5	Moylan Kropp	Strong evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Strong evidence “Moylan Kropp is a comprehensive financial planning firm dedicated to tailoring recommendations for each individual client.” Source: RevenueBase Database · checked Sep 28, 2026
6	Trusted Wealth Partners	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “Here at Trusted Wealth Partners, our sole focus is on helping our clients reach and maintain financial independence throughout multiple generations.” Source: RevenueBase Database · checked Sep 28, 2026
7	America First Investment Advisors LLC	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “America First Investment Advisors is a financial advisor from the Old School.” Source: RevenueBase Database · checked Sep 28, 2026
8	Illuminate Financial Group	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Partial evidence “Illuminate Financial Group is an independently owned full service wealth management firm.” Source: RevenueBase Database · checked Sep 28, 2026
9	Centerpoint Financial Group	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “CenterPoint Financial Group serves a select group of clients by orchestrating all aspects of their financial affairs.” Source: RevenueBase Database · checked Sep 28, 2026
10	Teckmeyer Financial Services	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	11-50	6 contacts →
	Partial evidence “Teckmeyer Financial Services is a financial services company based out of Omaha, Nebraska” Source: RevenueBase Database · checked Sep 28, 2026
11	Nelson Murphy Insurance And Investments	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “Nelson Murphy Insurance & Investments are trusted, professional, and approachable wealth advisors in Omaha, NE.” Source: RevenueBase Database · checked Sep 28, 2026
12	The Premier Advisory Group, LLC	Strong evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Strong evidence “The Premier Advisory Group, LLC will create a comprehensive and personalized financial plan regarding asset allocation & risk, asset maximization, income planning, and retirement…” Source: RevenueBase Database · checked Sep 28, 2026
13	Morey & Quinn Wealth Partners	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial 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, 2026
14	Rick Young Financial Services	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Rick Young Financial Services is a financial services company based out of Omaha Nebraska.” Source: RevenueBase Database · checked Sep 28, 2026
15	Cornerstone Financial Group, LLC	Strong evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “We do financial planning differently.” Source: RevenueBase Database · checked Sep 28, 2026
16	Owm, INC	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Clients come to us for guidance on changes throughout their lives.” Source: RevenueBase Database · checked Sep 28, 2026
17	Adaptive Advice, LLC	Strong evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “Adaptive Advice, LLC is a registered investment advisor providing financial planning and investment advisory services specifically to middle and upper-middle income people in…” Source: RevenueBase Database · checked Sep 28, 2026
18	Harris And Davis Financial Advisors	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “At Harris and Davis Financial Advisors, we focus on understanding and anticipating the unique needs of teachers, families and business owners.” Source: RevenueBase Database · checked Sep 28, 2026
19	Dufek Financial Management Of Raymond James	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect 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, 2026
20	Focus Wealth Management, LLC	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Focus Wealth Management is an independent fiduciary firm.” Source: RevenueBase Database · checked Sep 28, 2026
21	Keiser Wealth Management	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	2 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 28, 2026
22	Callahan Financial Planning	Strong evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	11-50	1 contacts →
	Strong evidence “Callahan Financial Planning is a fee-only personal financial planning and investment management company.” Source: RevenueBase Database · checked Sep 28, 2026
23	Longview Investment Management LLC	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “LongView Investment Management is an independent, fee-only registered investment adviser in Omaha, NE.” Source: RevenueBase Database · checked Sep 28, 2026
24	Turner Financial	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “Many clients face challenges when it comes to saving and building their retirement.” Source: RevenueBase Database · checked Sep 28, 2026
25	W.I.T. Capital Management, LLC	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026

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: financial planning outsourcing companies. 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 financial planning outsourcing companies.
Partial evidence: Its own public description names part of financial planning outsourcing companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning outsourcing companies. 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 25 of 54 financial planning outsourcing companies based in Omaha, United States

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Financial planning outsourcing companies based in Omaha, United States at a glance

As of Sep 28, 2026

27.6%Verified-email coverage

6.6Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 54 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 financial planning outsourcing companies, 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 “financial planning outsourcing companies”. 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 financial planning outsourcing companies), 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 financial planning outsourcing companies, 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, 99 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.

Financial planning outsourcing companies 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 financial planning outsourcing companies, 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 financial planning outsourcing companies are there based in Omaha, United States?

RevenueBase identified 54 financial planning outsourcing companies 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 in the United States has the most financial planning outsourcing companies?

New York leads the United States with 238 headquartered companies, followed by Houston (176) and Atlanta (161). Omaha has 54.

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 99 verified decision-maker contacts tracked across these 54 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.