Company lists · Data refreshed October 2026
Top 17 Investment advisory platforms based in Omaha, United States
RevenueBase identified 32 company matches for investment advisory platforms associated with Omaha, United States as of October 2026 and tracks 5,581 professional contacts across them, including 1,370 with verified work emails. Across the United States, New York is the largest hub for this category (257 companies); Omaha has 32.
This list covers company matches for investment advisory platforms 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 1, 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.
The 17 largest investment advisory platforms based in Omaha, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 3,874 contacts → | ||||
Exact match “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 2 | 1,042 contacts → | ||||
Exact match “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 3 | 342 contacts → | ||||
Exact match “Progress isn't defined by a single milestone.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 4 | 100 contacts → | ||||
Exact match “Financial Planning and Investment Management services are provided by Avior Wealth Management, LLC, a SEC registered investment advisor.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 5 | 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 6 | 14 contacts → | ||||
Exact match “Asset Strategies was co-founded by Chadd Hoeft & Justin Widick in 2002 with a specific vision on how to manage clients’ assets.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 7 | 8 contacts → | ||||
Exact match “We help advisors and their clients create a shared vision of the future.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 8 | 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 9 | 7 contacts → | ||||
Exact match “America First Investment Advisors is a financial advisor from the Old School.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 10 | 6 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 1, 2026 · View company records in RevenueBase | |||||
| 11 | 6 contacts → | ||||
Exact match “Teckmeyer Financial Services is a financial services company based out of Omaha, Nebraska” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 12 | 6 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 1, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “Important Disclosures: https://moreyandquinn.com/disclosures/ Morey & Quinn Wealth Partners are dedicated to helping preserve your financial independence.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “We help people make smart decisions with their money and business!” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 15 | 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 17 | 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 · Oct 1, 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 “investment advisory platforms”. 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 17 of 32 investment advisory platforms based in Omaha, United States
See the full list, filter by size, metro and specialty, and access 1,370 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Investment advisory platforms based in Omaha, United States at a glance
As of Oct 1, 2026Companies by employee count
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 32 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 “investment advisory platforms” 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 1,370 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 1, 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.
Investment advisory platforms by metro in the United States
- Investment advisory platforms in New York257
- Investment advisory platforms in San Francisco102
- Investment advisory platforms in Chicago91
- Investment advisory platforms in Atlanta84
- Investment advisory platforms in Austin75
- Investment advisory platforms in Dallas74
- Investment advisory platforms in Houston71
- Investment advisory platforms in Miami63
- Investment advisory platforms in Boston62
- Investment advisory platforms in San Diego62
- Investment advisory platforms in Charlotte60
- Investment advisory platforms in Denver55
- Investment advisory platforms in Los Angeles55
- Investment advisory platforms in Scottsdale45
- Investment advisory platforms in Portland36
- Investment advisory platforms in St. Louis36
- Investment advisory platforms in Tampa36
- Investment advisory platforms in Indianapolis35
- Investment advisory platforms in Seattle35
- Investment advisory platforms in Minneapolis34
- Investment advisory platforms in Newport Beach34
- Investment advisory platforms in Overland Park33
- Investment advisory platforms in Birmingham31
- Investment advisory platforms in Cincinnati31
- Investment advisory platforms in Las Vegas31
- Investment advisory platforms in Raleigh30
- Investment advisory platforms in Irvine28
- Investment advisory platforms in Rochester26
- Investment advisory platforms in Columbus25
- Investment advisory platforms in Fort Lauderdale25
- Investment advisory platforms in Phoenix25
- Investment advisory platforms in Pittsburgh25
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 “investment advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment advisory platforms are there based in Omaha, United States?
RevenueBase identified 32 company matches for investment advisory platforms 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?
TD Ameritrade 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 investment advisory platforms?
New York leads the United States with 257 company records, followed by San Francisco (102) and Chicago (91). Omaha has 32.
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 1,370 professional contacts with verified work emails tracked across these 32 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 1, 2026.
Ready to reach these companies? Verified emails and direct dials for all 32 investment advisory platforms based in Omaha, United States. Start with a free account, no credit card.
Download this list →Related lists
Investment advisory platforms by geography
- Investment advisory platforms based in the United States
- Investment advisory platforms based in the United Kingdom
- Investment advisory platforms based in Brazil
- Investment advisory platforms based in Australia
- Investment advisory platforms based in France
- Investment advisory platforms based in Canada
- Investment advisory platforms based in Germany
- Investment advisory platforms based in Switzerland
- Investment advisory platforms based in South Africa
- Investment advisory platforms based in Spain
- Investment advisory platforms based in the Netherlands
- Investment advisory platforms based in Mexico
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment advisory platforms based in the United States
- Investment advisory platforms based in the United Kingdom
- Investment advisory platforms based in Brazil
- Investment advisory platforms based in Australia
- Investment advisory platforms based in France
- Investment advisory platforms based in Canada
Company intelligence · public preview
Top 17 investment advisory platforms based in Omaha, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 32 matching company records for investment advisory platforms based in Omaha, United States, with 5,581 tracked contacts and 1,370 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 1, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 17 investment advisory platforms based in Omaha, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  TD Ameritradetdameritrade.comHQ: Omaha, NE, United StatesReported employees: 5,001-10,000 | Omaha, NE, United States | 5,001-10,000 | Exact match | 3,874 contacts → |
“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  ORIONorion.comHQ: Omaha, NE, United StatesReported employees: 1,001-5,000 | Omaha, NE, United States | 1,001-5,000 | Exact match | 1,042 contacts → |
“Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Carson Groupcarsongroup.comHQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 342 contacts → |
“Progress isn't defined by a single milestone.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Avior Wealth Management, LLCavior.comHQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 100 contacts → |
“Financial Planning and Investment Management services are provided by Avior Wealth Management, LLC, a SEC registered investment advisor.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Heritage Financial Servicesheritagefinservices.comHQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 39 contacts → |
“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 description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Asset Strategiesassetstrategies-ne.comHQ: Omaha, NE, United StatesReported employees: 11-50 | Omaha, NE, United States | 11-50 | Exact match | 14 contacts → |
“Asset Strategies was co-founded by Chadd Hoeft & Justin Widick in 2002 with a specific vision on how to manage clients’ assets.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Covisumcovisum.comHQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 8 contacts → |
“We help advisors and their clients create a shared vision of the future.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Cambridge Advisors INCcambridgeadvisors.netHQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 8 contacts → |
“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 description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 7 contacts → |
“America First Investment Advisors is a financial advisor from the Old School.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Centerpoint Financial Groupyourcenterpoint.comHQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 6 contacts → |
“CenterPoint Financial Group serves a select group of clients by orchestrating all aspects of their financial affairs.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Teckmeyer Financial Servicesteckmeyerfinancial.comHQ: Omaha, NE, United StatesReported employees: 11-50 | Omaha, NE, United States | 11-50 | Exact match | 6 contacts → |
“Teckmeyer Financial Services is a financial services company based out of Omaha, Nebraska” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  The Premier Advisory Group, LLCparadvisor.comHQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 6 contacts → |
“The Premier Advisory Group, LLC will create a comprehensive and personalized financial plan regarding asset allocation & risk, asset maximization, income planning, and retirement…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Morey & Quinn Wealth Partnersmoreyandquinn.comHQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 5 contacts → |
“Important Disclosures: https://moreyandquinn.com/disclosures/ Morey & Quinn Wealth Partners are dedicated to helping preserve your financial independence.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Arkfeld Wealth Strategiesarkfeldwealth.comHQ: Omaha, NE, United StatesReported employees: 11-50 | Omaha, NE, United States | 11-50 | Exact match | 4 contacts → |
“We help people make smart decisions with their money and business!” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Bāzis Private Wealth, LLCbaziswealth.comHQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 4 contacts → |
“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 description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Pflug Koory LLCpkllc.com HQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 |  Dufek Financial Management Of Raymond Jamesdufekfinancial.comHQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 2 contacts → |
“Having an experienced investment manager can not only help simplify the complexities of your wealth, it can also help simplify your life.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 17 of 32 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Investment advisory platforms: dataset insights
October 1, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
32 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 32 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 1, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment advisory platforms by metro in the United States
- Investment advisory platforms in New York257
- Investment advisory platforms in San Francisco102
- Investment advisory platforms in Chicago91
- Investment advisory platforms in Atlanta84
- Investment advisory platforms in Austin75
- Investment advisory platforms in Dallas74
- Investment advisory platforms in Houston71
- Investment advisory platforms in Miami63
- Investment advisory platforms in Boston62
- Investment advisory platforms in San Diego62
- Investment advisory platforms in Charlotte60
- Investment advisory platforms in Denver55
- Investment advisory platforms in Los Angeles55
- Investment advisory platforms in Scottsdale45
- Investment advisory platforms in Portland36
- Investment advisory platforms in St. Louis36
- Investment advisory platforms in Tampa36
- Investment advisory platforms in Indianapolis35
- Investment advisory platforms in Seattle35
- Investment advisory platforms in Minneapolis34
- Investment advisory platforms in Newport Beach34
- Investment advisory platforms in Overland Park33
- Investment advisory platforms in Birmingham31
- Investment advisory platforms in Cincinnati31
- Investment advisory platforms in Las Vegas31
- Investment advisory platforms in Raleigh30
- Investment advisory platforms in Irvine28
- Investment advisory platforms in Rochester26
- Investment advisory platforms in Columbus25
- Investment advisory platforms in Fort Lauderdale25
- Investment advisory platforms in Phoenix25
- Investment advisory platforms in Pittsburgh25
Questions about this company list
What does Exact match mean for investment advisory platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment advisory platforms did RevenueBase find based in Omaha, United States?
The saved snapshot records 32 matching company records, 5,581 tracked contacts and 1,370 verified emails. The public preview displays 17 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 1, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment advisory platforms by geography
- Investment advisory platforms based in the United States
- Investment advisory platforms based in the United Kingdom
- Investment advisory platforms based in Brazil
- Investment advisory platforms based in Australia
- Investment advisory platforms based in France
- Investment advisory platforms based in Canada
- Investment advisory platforms based in Germany
- Investment advisory platforms based in Switzerland
- Investment advisory platforms based in South Africa
- Investment advisory platforms based in Spain
- Investment advisory platforms based in the Netherlands
- Investment advisory platforms based in Mexico
Cite this list
RevenueBase Data Team. Top 17 investment advisory platforms based in Omaha, United States. Snapshot: October 1, 2026. https://revenuebase.ai/companies/investment-advisory-platforms/united-states/omaha.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment advisory platforms based in the United States
- Investment advisory platforms based in the United Kingdom
- Investment advisory platforms based in Brazil
- Investment advisory platforms based in Australia
- Investment advisory platforms based in France
- Investment advisory platforms based in Canada
Company intelligence · public preview
Top 17 investment advisory platforms based in Omaha, United States
RevenueBase records 32 matching company records for investment advisory platforms based in Omaha, United States, with 5,581 tracked contacts and 1,370 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 1, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 17 investment advisory platforms based in Omaha, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | TD Ameritradetdameritrade.com HQ: Omaha, NE, United StatesReported employees: 5,001-10,000 | Omaha, NE, United States | 5,001-10,000 | Exact match | 3,874 contacts → |
“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | ORIONorion.com HQ: Omaha, NE, United StatesReported employees: 1,001-5,000 | Omaha, NE, United States | 1,001-5,000 | Exact match | 1,042 contacts → |
“Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Carson Groupcarsongroup.com HQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 342 contacts → |
“Progress isn't defined by a single milestone.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Avior Wealth Management, LLCavior.com HQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 100 contacts → |
“Financial Planning and Investment Management services are provided by Avior Wealth Management, LLC, a SEC registered investment advisor.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Heritage Financial Servicesheritagefinservices.com HQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 39 contacts → |
“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 description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Asset Strategiesassetstrategies-ne.com HQ: Omaha, NE, United StatesReported employees: 11-50 | Omaha, NE, United States | 11-50 | Exact match | 14 contacts → |
“Asset Strategies was co-founded by Chadd Hoeft & Justin Widick in 2002 with a specific vision on how to manage clients’ assets.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Covisumcovisum.com HQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 8 contacts → |
“We help advisors and their clients create a shared vision of the future.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Cambridge Advisors INCcambridgeadvisors.net HQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 8 contacts → |
“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 description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 7 contacts → |
“America First Investment Advisors is a financial advisor from the Old School.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Centerpoint Financial Groupyourcenterpoint.com HQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 6 contacts → |
“CenterPoint Financial Group serves a select group of clients by orchestrating all aspects of their financial affairs.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Teckmeyer Financial Servicesteckmeyerfinancial.com HQ: Omaha, NE, United StatesReported employees: 11-50 | Omaha, NE, United States | 11-50 | Exact match | 6 contacts → |
“Teckmeyer Financial Services is a financial services company based out of Omaha, Nebraska” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | The Premier Advisory Group, LLCparadvisor.com HQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 6 contacts → |
“The Premier Advisory Group, LLC will create a comprehensive and personalized financial plan regarding asset allocation & risk, asset maximization, income planning, and retirement…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Morey & Quinn Wealth Partnersmoreyandquinn.com HQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 5 contacts → |
“Important Disclosures: https://moreyandquinn.com/disclosures/ Morey & Quinn Wealth Partners are dedicated to helping preserve your financial independence.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Arkfeld Wealth Strategiesarkfeldwealth.com HQ: Omaha, NE, United StatesReported employees: 11-50 | Omaha, NE, United States | 11-50 | Exact match | 4 contacts → |
“We help people make smart decisions with their money and business!” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Bāzis Private Wealth, LLCbaziswealth.com HQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 4 contacts → |
“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 description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Pflug Koory LLCpkllc.com HQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | Dufek Financial Management Of Raymond Jamesdufekfinancial.com HQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 2 contacts → |
“Having an experienced investment manager can not only help simplify the complexities of your wealth, it can also help simplify your life.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 17 of 32 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Investment advisory platforms: dataset insights
October 1, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
32 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 32 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 1, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment advisory platforms by metro in the United States
- Investment advisory platforms in New York257
- Investment advisory platforms in San Francisco102
- Investment advisory platforms in Chicago91
- Investment advisory platforms in Atlanta84
- Investment advisory platforms in Austin75
- Investment advisory platforms in Dallas74
- Investment advisory platforms in Houston71
- Investment advisory platforms in Miami63
- Investment advisory platforms in Boston62
- Investment advisory platforms in San Diego62
- Investment advisory platforms in Charlotte60
- Investment advisory platforms in Denver55
- Investment advisory platforms in Los Angeles55
- Investment advisory platforms in Scottsdale45
- Investment advisory platforms in Portland36
- Investment advisory platforms in St. Louis36
- Investment advisory platforms in Tampa36
- Investment advisory platforms in Indianapolis35
- Investment advisory platforms in Seattle35
- Investment advisory platforms in Minneapolis34
- Investment advisory platforms in Newport Beach34
- Investment advisory platforms in Overland Park33
- Investment advisory platforms in Birmingham31
- Investment advisory platforms in Cincinnati31
- Investment advisory platforms in Las Vegas31
- Investment advisory platforms in Raleigh30
- Investment advisory platforms in Irvine28
- Investment advisory platforms in Rochester26
- Investment advisory platforms in Columbus25
- Investment advisory platforms in Fort Lauderdale25
- Investment advisory platforms in Phoenix25
- Investment advisory platforms in Pittsburgh25
Questions about this company list
What does Exact match mean for investment advisory platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment advisory platforms did RevenueBase find based in Omaha, United States?
The saved snapshot records 32 matching company records, 5,581 tracked contacts and 1,370 verified emails. The public preview displays 17 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 1, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment advisory platforms by geography
- Investment advisory platforms based in the United States
- Investment advisory platforms based in the United Kingdom
- Investment advisory platforms based in Brazil
- Investment advisory platforms based in Australia
- Investment advisory platforms based in France
- Investment advisory platforms based in Canada
- Investment advisory platforms based in Germany
- Investment advisory platforms based in Switzerland
- Investment advisory platforms based in South Africa
- Investment advisory platforms based in Spain
- Investment advisory platforms based in the Netherlands
- Investment advisory platforms based in Mexico
Cite this list
RevenueBase Data Team. Top 17 investment advisory platforms based in Omaha, United States. Snapshot: October 1, 2026. https://revenuebase.ai/companies/investment-advisory-platforms/united-states/omaha.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment advisory platforms based in the United States
- Investment advisory platforms based in the United Kingdom
- Investment advisory platforms based in Brazil
- Investment advisory platforms based in Australia
- Investment advisory platforms based in France
- Investment advisory platforms based in Canada