Company lists · Data refreshed September 2026

Top 16 Hybrid advisory firms based in Lincoln, United States

RevenueBase identified 40 hybrid advisory firms headquartered in Lincoln, United States as of September 2026 and tracks 190 professional contacts across them, including 64 with verified work emails. New York is the largest hub.

This list covers hybrid advisory firms headquartered in Lincoln, 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
40Companies
190Contacts tracked
64Verified emails
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The 16 largest hybrid advisory firms based in Lincoln, United States

Ranked by team size
Top 16 of 40 hybrid advisory firms based in Lincoln, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to hybrid advisory firms: 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 evidenceLincoln, NE, United StatesHQ checked Sep 20, 20261-1013 contacts →

Partial evidence

“Midlands Financial, a division of UNICO Group, offers the unparalleled experience of working with a team of advisors who are dedicated to understanding your unique financial…”

Source: RevenueBase Database · checked Sep 20, 2026
2Partial evidenceLincoln, NE, United StatesHQ checked Sep 20, 20261-1011 contacts →

Partial evidence

“Working with a financial advisor isn’t just about the numbers, it’s about confidence and having someone looking out for your best interests at all times.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceLincoln, NE, United StatesHQ checked Sep 20, 202611-5010 contacts →

Indirect evidence

“At Plan A we believe our clients deserve a financial team that will lead with faith and guide with knowledge, compassion and service.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceLincoln, NE, United StatesHQ checked Sep 20, 20261-1010 contacts →

Indirect evidence

“THE UFS DIFFERENCE There are hundreds of thousands of financial professionals around the country, so what makes Universal Financial Strategies unique?”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceLincoln, NE, United StatesHQ checked Sep 20, 20261-109 contacts →

Indirect evidence

“We’re a team of financial planning professionals who act in your best interest.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceLincoln, NE, United StatesHQ checked Sep 20, 20261-109 contacts →

Indirect evidence

“Our mission is to develop and maintain strong client relationships through a commitment of strategic and comprehensive strategies based on our broad experience, knowledge…”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceLincoln, NE, United StatesHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

“JS Financial's goal is to help preserve, protect and grow the wealth their clients have worked a lifetime to build by designing and implementing focused, custom, financial…”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceLincoln, NE, United StatesHQ checked Sep 20, 202611-506 contacts →

Indirect evidence

“Shunkwiler Financial is a Nebraska-based financial planning firm that helps individuals and families achieve their ideal retirements.”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceLincoln, NE, United StatesHQ checked Sep 20, 20261-106 contacts →

Partial evidence

“At Core Wealth Management we value meaningful conversations with our clients that can lead to a depth of planning that most people may not achieve with their advisor.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceLincoln, IL, United StatesHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“At Red Oak Financial, we offer independent strategies tailored to specific needs and long-term goals.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceLincoln, RI, United StatesHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“Sowa Financial Group, Inc.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceLincoln, NE, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“37 Wealth, which marked 2019 as its first full year of existence, has a foundation that has been built upon by our team for over 35 years.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceLincoln, NE, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Your goals are our goals.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceLincoln, IL, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Most people find investments and financial planning too overwhelming and complicated.”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceLincoln, NE, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“At Lau Financial Group, we are inspired by our history, and adhere to values that have been passed on from one generation to the next.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceLincoln, RI, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“The financial world may change, but OUR VALUES stay the same.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 16 of 40 hybrid advisory firms based in Lincoln, United States

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Hybrid advisory firms based in Lincoln, United States at a glance

As of Sep 20, 2026
33.7%Verified-email coverage
4.8Average contacts per company
1-10Median size (employees)
930.0%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
33
11-50
7

Email recency for this list is measured across the whole United States list rather than for Lincoln, so it is reported there. Company counts and contact totals on this page are exact for Lincoln, over 40 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 hybrid advisory firms, 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 Lincoln, United States whose own description of what they do matches “hybrid advisory firms”. 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 hybrid advisory firms), 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 hybrid advisory firms, and records with no verified work email. Companies headquartered outside Lincoln 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, 64 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.

Hybrid advisory firms 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 hybrid advisory firms, 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 hybrid advisory firms are there based in Lincoln, United States?

RevenueBase identified 40 hybrid advisory firms headquartered in Lincoln, 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?

Midlands Financial, headquartered in Lincoln, tops this list with the largest team on record.

Which city has the most hybrid advisory firms?

New York leads with 372 headquartered companies, followed by Atlanta (216) and Houston (206).

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 64 verified decision-maker contacts tracked across these 40 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.