Company lists · Data refreshed September 2026

Top 25 Investment firms based in Omaha, United States

Name: Investment firms based in Omaha, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 68 companies tracked

RevenueBase identified 68 investment firms headquartered in Omaha, United States as of September 2026 and tracks 623 professional contacts across them, including 243 with verified work emails. New York is the largest hub.

This list covers investment firms 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, 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

68Companies

623Contacts tracked

243Verified emails

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The 25 largest investment firms based in Omaha, United States

Ranked by team size

Top 25 of 68 investment firms based in Omaha, 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.
#	Company	Headquarters	Employees	Contacts
1	Sower Investment PartnersStrong evidence	Omaha, NE, United StatesHQ checked Sep 4, 2026	11-50	32
	“Sower Investment Partners' goal is to build a portfolio of assets within the funds we manage that will stand the test of time.” Source: company website · checked Sep 4, 2026
2	Wealthplan GroupIndirect evidence	Omaha, NE, United StatesHQ checked Sep 4, 2026	11-50	22
	“WealthPlan is a firm built by advisors, for advisors, from the very beginning.” Source: company website · checked Sep 4, 2026
3	Unified Legacy AdvisorsIndirect evidence	Omaha, NE, United StatesHQ checked Sep 4, 2026	11-50	14
	“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: company website · checked Sep 4, 2026
4	Tributary Capital ManagementStrong evidence	Omaha, NE, United StatesHQ checked Sep 4, 2026	11-50	14
	“Tributary Capital Management is a SEC Registered Investment Adviser headquartered in Omaha, Nebraska.” Source: company website · checked Sep 4, 2026
5	Asset StrategiesIndirect evidence	Omaha, NE, United StatesHQ checked Sep 4, 2026	11-50	14
	“Asset Strategies was co-founded by Chadd Hoeft & Justin Widick in 2002 with a specific vision on how to manage clients’ assets.” Source: company website · checked Sep 4, 2026
6	Revolution Group, LLCIndirect evidence	Omaha, NE, United StatesHQ checked Sep 4, 2026	1-10	12
	“We are a full-service, custom wealth management firm.” Source: company website · checked Sep 4, 2026
7	Tetrad CorporationStrong evidence	Omaha, NE, United StatesHQ checked Sep 4, 2026	11-50	10
	“Tetrad Corporation is a family-owned private investment firm with a rich history of success, we always put integrity over profit.” Source: company website · checked Sep 4, 2026
8	Prodigy Asset ManagementStrong evidence	Omaha, NE, United StatesHQ checked Sep 4, 2026	1-10	10
	“Personalized investment management and services for not-for-profit organizations, ultra-high-net-worth individuals, and families.” Source: company website · checked Sep 4, 2026
9	American Wealth PartnersIndirect evidence	Omaha, NE, United StatesHQ checked Sep 4, 2026	1-10	8
	“American Wealth Partners is a comprehensive wealth management firm committed to helping our clients improve their long-term financial success.” Source: company website · checked Sep 4, 2026
10	Cambridge Advisors INCStrong evidence	Omaha, NE, United StatesHQ checked Sep 4, 2026	1-10	8
	“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: company website · checked Sep 4, 2026
11	America First Investment Advisors LLCStrong evidence	Omaha, NE, United StatesHQ checked Sep 4, 2026	1-10	7
	“America First Investment Advisors is a financial advisor from the Old School.” Source: company website · checked Sep 4, 2026
12	Arvada WealthStrong evidence	Omaha, NE, United StatesHQ checked Sep 4, 2026	1-10	7
	“A boutique investment practice that delivers a highly personalized client experience, backed by the strength and security of a Fortune 50 company.” Source: company website · checked Sep 4, 2026
13	Teckmeyer Financial ServicesIndirect evidence	Omaha, NE, United StatesHQ checked Sep 4, 2026	11-50	6
	“Teckmeyer Financial Services is a financial services company based out of Omaha, Nebraska” Source: company website · checked Sep 4, 2026
14	Nelson Murphy Insurance And InvestmentsStrong evidence	Omaha, NE, United StatesHQ checked Sep 4, 2026	1-10	6
	“Nelson Murphy Insurance & Investments are trusted, professional, and approachable wealth advisors in Omaha, NE.” Source: company website · checked Sep 4, 2026
15	Hiley Hunt Wealth ManagementIndirect evidence	Omaha, NE, United StatesHQ checked Sep 4, 2026	1-10	6
	“Wealth Management takes place in the space where your money and your values meet.” Source: company website · checked Sep 4, 2026
16	The Premier Advisory Group, LLCIndirect evidence	Omaha, NE, United StatesHQ checked Sep 4, 2026	1-10	6
	“The Premier Advisory Group, LLC will create a comprehensive and personalized financial plan regarding asset allocation & risk, asset maximization, income planning, and retirement…” Source: company website · checked Sep 4, 2026
17	Hightower OmahaIndirect evidence	Omaha, NE, United StatesHQ checked Sep 4, 2026	1-10	5
	“At HighTower Omaha, we help you reach for your aspirations, plan for the future and pursue your lifelong goals.” Source: company website · checked Sep 4, 2026
18	Lawson Kroeker Investment ManagementIndirect evidence	Omaha, NE, United StatesHQ checked Sep 4, 2026	1-10	5
	“Authentic.” Source: company website · checked Sep 4, 2026
19	Morey & Quinn Wealth PartnersIndirect evidence	Omaha, NE, United StatesHQ checked Sep 4, 2026	1-10	5
	“Important Disclosures: https://moreyandquinn.com/disclosures/ Morey & Quinn Wealth Partners are dedicated to helping preserve your financial independence.” Source: company website · checked Sep 4, 2026
20	Arkfeld Wealth StrategiesIndirect evidence	Omaha, NE, United StatesHQ checked Sep 4, 2026	11-50	4
	“We help people make smart decisions with their money and business!” Source: company website · checked Sep 4, 2026
21	Rick Young Financial ServicesIndirect evidence	Omaha, NE, United StatesHQ checked Sep 4, 2026	1-10	4
	“Rick Young Financial Services is a financial services company based out of Omaha Nebraska.” Source: company website · checked Sep 4, 2026
22	Haley Securities, INCStrong evidence	Omaha, NE, United StatesHQ checked Sep 4, 2026	1-10	3
	“Haley Securities is a broker dealer for private investments.” Source: company website · checked Sep 4, 2026
23	Prairie Wealth Advisors, INCStrong evidence	Omaha, NE, United StatesHQ checked Sep 4, 2026	1-10	3
	“Prairie Wealth Advisors provides customized wealth planning services to help clients make clear, intelligent investment choices.” Source: company website · checked Sep 4, 2026
24	Adaptive Advice, LLCStrong evidence	Omaha, NE, United StatesHQ checked Sep 4, 2026	1-10	3
	“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: company website · checked Sep 4, 2026
25	King Street VenturesIndirect evidence	Omaha, NE, United StatesHQ checked Sep 4, 2026	1-10	3
	“King Street Ventures (KSV) is a private proprietary firm dedicated to active trading in U.S.” Source: company website · checked Sep 4, 2026

Showing 25 of 68 investment firms based in Omaha, United States

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Investment firms based in Omaha, 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

11-50

51-200

201-500

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 Omaha, over 68 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 Omaha, 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 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 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, 243 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 Omaha, United States?

RevenueBase identified 68 investment firms 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?

Sower Investment Partners, headquartered in Omaha, 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 243 verified decision-maker contacts tracked across these 68 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.