Company lists · Data refreshed September 2026

Top 12 Investment firms based in Lincoln, United States

RevenueBase identified 30 investment firms headquartered in Lincoln, United States as of September 2026 and tracks 166 professional contacts across them, including 52 with verified work emails. New York is the largest hub.

This list covers investment 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
30Companies
166Contacts tracked
52Verified emails
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The 12 largest investment firms based in Lincoln, United States

Ranked by team size
Top 12 of 30 investment firms based in Lincoln, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Midlands FinancialIndirect evidence
Lincoln, NE, United StatesHQ checked Sep 4, 20261-1013

“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: company website · checked Sep 4, 2026
2
FP Wealth Management, INCIndirect evidence
Lincoln, NE, United StatesHQ checked Sep 4, 20261-1011

“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: company website · checked Sep 4, 2026
3
Plan A Wealth ManagementIndirect evidence
Lincoln, NE, United StatesHQ checked Sep 4, 202611-5010

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

Source: company website · checked Sep 4, 2026
4Lincoln, NE, United StatesHQ checked Sep 4, 20261-1010

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

Source: company website · checked Sep 4, 2026
5Lincoln, NE, United StatesHQ checked Sep 4, 20261-109

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

Source: company website · checked Sep 4, 2026
6
Alpha Wealth AdvisorsIndirect evidence
Lincoln, NE, United StatesHQ checked Sep 4, 20261-109

“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: company website · checked Sep 4, 2026
7
JFC Financial ServicesIndirect evidence
Lincoln, NE, United StatesHQ checked Sep 4, 20261-108

“Securities and Advisory services offered through LPL Financial.”

Source: company website · checked Sep 4, 2026
8
Shunkwiler FinancialIndirect evidence
Lincoln, NE, United StatesHQ checked Sep 4, 202611-507

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

Source: company website · checked Sep 4, 2026
9
Sowa Financial GroupIndirect evidence
Lincoln, RI, United StatesHQ checked Sep 4, 20261-105

“Sowa Financial Group, Inc.”

Source: company website · checked Sep 4, 2026
10
Midwest Choice FinancialStrong evidence
Lincoln, NE, United StatesHQ checked Sep 4, 20261-105

“We are an independent financial services firm that offers a full range of traditional investments, such as stocks, bonds, mutual funds and insurance products.”

Source: company website · checked Sep 4, 2026
11
LAU Financial GroupIndirect evidence
Lincoln, NE, United StatesHQ checked Sep 4, 20261-103

“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: company website · checked Sep 4, 2026
12Lincoln, RI, United StatesHQ checked Sep 4, 20261-102

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

Source: company website · checked Sep 4, 2026

Showing 12 of 30 investment firms based in Lincoln, United States

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Investment firms based in Lincoln, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
25
11-50
5

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Lincoln, over 30 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 investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among investment 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 an evidence 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, 52 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 4, 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.

Investment firms by metro in the United States

Frequently asked

How many investment firms are there based in Lincoln, United States?

RevenueBase identified 30 investment 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 investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 52 verified decision-maker contacts tracked across these 30 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 4, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.