Company lists · Data refreshed September 2026

Top 25 Holistic financial advisors based in Omaha, United States

Name: Holistic 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 78 companies tracked

RevenueBase identified 78 holistic financial advisors headquartered in Omaha, United States as of September 2026 and tracks 844 professional contacts across them, including 400 with verified work emails. New York is the largest hub.

This list covers holistic 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 20, 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 20, 2026 86% judged on-target in blind review

78Companies

844Contacts tracked

400Verified emails

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The 25 largest holistic financial advisors based in Omaha, United States

Ranked by team size

Top 25 of 78 holistic financial advisors based in Omaha, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to holistic 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Carson Wealth	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 20, 2026	51-200	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 20, 2026
2	Heritage Financial Services	Partial evidence	Omaha, NE, United StatesHQ checked Sep 20, 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 20, 2026
3	Harrison Financial Services	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 20, 2026	11-50	30 contacts →
	Indirect evidence “Helping families build a better life, legacy, and community.” Source: RevenueBase Database · checked Sep 20, 2026
4	Wealthplan Partners	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 20, 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 20, 2026
5	Unified Legacy Advisors	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 20, 2026	11-50	14 contacts →
	Indirect 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 20, 2026
6	TR Financial Group	Partial evidence	Omaha, NE, United StatesHQ checked Sep 20, 2026	11-50	14 contacts →
	Partial evidence “TR Financial Group, headquartered in Omaha, Nebraska, is a multi-product, comprehensive wealth management firm.” Source: RevenueBase Database · checked Sep 20, 2026
7	Asset Strategies	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 20, 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 20, 2026
8	Revolution Group, LLC	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 20, 2026	1-10	12 contacts →
	Indirect evidence “We are a full-service, custom wealth management firm.” Source: RevenueBase Database · checked Sep 20, 2026
9	Prodigy Asset Management	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 20, 2026	1-10	10 contacts →
	Indirect evidence “Personalized investment management and services for not-for-profit organizations, ultra-high-net-worth individuals, and families.” Source: RevenueBase Database · checked Sep 20, 2026
10	Moylan Kropp	Partial evidence	Omaha, NE, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Partial evidence “Moylan Kropp is a comprehensive financial planning firm dedicated to tailoring recommendations for each individual client.” Source: RevenueBase Database · checked Sep 20, 2026
11	Trusted Wealth Partners	Partial evidence	Omaha, NE, United StatesHQ checked Sep 20, 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 20, 2026
12	American Wealth Partners	Partial evidence	Omaha, NE, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial 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 20, 2026
13	Cambridge Advisors INC	Partial evidence	Omaha, NE, United StatesHQ checked Sep 20, 2026	1-10	8 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 20, 2026
14	America First Investment Advisors LLC	Strong evidence	Omaha, NE, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Strong evidence “America First Investment Advisors is a financial advisor from the Old School.” Source: RevenueBase Database · checked Sep 20, 2026
15	Arvada Wealth	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect 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 20, 2026
16	Illuminate Financial Group	Partial evidence	Omaha, NE, United StatesHQ checked Sep 20, 2026	11-50	7 contacts →
	Partial evidence “Illuminate Financial Group is an independently owned full service wealth management firm.” Source: RevenueBase Database · checked Sep 20, 2026
17	Centerpoint Financial Group	Partial evidence	Omaha, NE, United StatesHQ checked Sep 20, 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 20, 2026
18	Teckmeyer Financial Services	Partial evidence	Omaha, NE, United StatesHQ checked Sep 20, 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 20, 2026
19	Hiley Hunt Wealth Management	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “Wealth Management takes place in the space where your money and your values meet.” Source: RevenueBase Database · checked Sep 20, 2026
20	Nelson Murphy Insurance And Investments	Partial evidence	Omaha, NE, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “Nelson Murphy Insurance & Investments are trusted, professional, and approachable wealth advisors in Omaha, NE.” Source: RevenueBase Database · checked Sep 20, 2026
21	The Premier Advisory Group, LLC	Strong evidence	Omaha, NE, United StatesHQ checked Sep 20, 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 20, 2026
22	Hightower Omaha	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 20, 2026	1-10	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 20, 2026
23	Croker Group	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 20, 2026	11-50	5 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
24	Morey & Quinn Wealth Partners	Partial evidence	Omaha, NE, United StatesHQ checked Sep 20, 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 20, 2026
25	Rick Young Financial Services	Partial evidence	Omaha, NE, United StatesHQ checked Sep 20, 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 20, 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: holistic financial advisors. 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 holistic financial advisors.
Partial evidence: Its own public description names part of holistic financial advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name holistic financial advisors. 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 78 holistic financial advisors based in Omaha, United States

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Holistic financial advisors based in Omaha, United States at a glance

As of Sep 20, 2026

47.4%Verified-email coverage

10.8Average contacts per company

1-10Median size (employees)

505.1%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

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 78 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 holistic 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 “holistic 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 holistic 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 holistic 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, 400 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 20, 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.

Holistic 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 holistic 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 holistic financial advisors are there based in Omaha, United States?

RevenueBase identified 78 holistic 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?

Carson Wealth, headquartered in Omaha, tops this list with the largest team on record.

Which city has the most holistic financial advisors?

New York leads with 394 headquartered companies, followed by Atlanta (247) and Houston (240).

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 400 verified decision-maker contacts tracked across these 78 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 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 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.