Company lists · Data refreshed October 2026

Top 19 Investment management law firms based in Omaha, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 26 companies tracked

RevenueBase identified 26 company matches for investment management law firms associated with Omaha, United States as of October 2026 and tracks 438 professional contacts across them, including 280 with verified work emails. Across the United States, New York is the largest hub for this category (589 companies); Omaha has 26.

This list covers company matches for investment management law firms 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 1, 2026 How this list was built

26Companies

438Contacts tracked

280Verified emails

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The 19 largest investment management law firms based in Omaha, United States

Ranked by team size

Top 19 of 26 company matches for investment management law firms based in Omaha, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Koley Jessen P.C., L.L.O	Exact match	Omaha, NE, United StatesHQ recorded Oct 1, 2026	51-200	238 contacts →
	Exact match “Koley Jessen is a strategically growing law firm serving the needs of businesses and their owners, executives, and professionals in Nebraska and around the country.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Abrahams Kaslow & Cassman LLP	Exact match	Omaha, NE, United StatesHQ recorded Oct 1, 2026	11-50	35 contacts →
	Exact match “Abrahams Kaslow & Cassman LLP is a Full-Service Business Law firm in Omaha, Nebraska.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Walentine O'toole, LLP	Exact match	Omaha, NE, United StatesHQ recorded Oct 1, 2026	11-50	20 contacts →
	Exact match “Walentine O’Toole is a banking, business transactions and litigation law firm that provides clients with cost-effective legal support for their business operations.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Mick LAW P.C. LLO	Exact match	Omaha, NE, United StatesHQ recorded Oct 1, 2026	11-50	18 contacts →
	Exact match “Mick Law is a specialty firm comprised of transactional attorneys with MBAs and finance backgrounds, each of whom possesses a concentrated area of expertise and in-depth knowledge.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Wealthplan Partners	Exact match	Omaha, NE, United StatesHQ recorded Oct 1, 2026	51-200	18 contacts →
	Exact match “WealthPlan Partners strives to develop innovative solutions to address each client's situation, branding 'Return On Life and Return On Investment'.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	TR Financial Group	Exact match	Omaha, NE, United StatesHQ recorded Oct 1, 2026	11-50	14 contacts →
	Exact match “TR Financial Group, headquartered in Omaha, Nebraska, is a multi-product, comprehensive wealth management firm.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Revolution Group, LLC	Exact match	Omaha, NE, United StatesHQ recorded Oct 1, 2026	1-10	12 contacts →
	Exact match “We are a full-service, custom wealth management firm.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Prodigy Asset Management	Exact match	Omaha, NE, United StatesHQ recorded Oct 1, 2026	1-10	10 contacts →
	Exact match “Personalized investment management and services for not-for-profit organizations, ultra-high-net-worth individuals, and families.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	High & Younes, LLC	Exact match	Omaha, NE, United StatesHQ recorded Oct 1, 2026	1-10	9 contacts →
	Exact match “High & Younes is a full service law firm located at 70th and Dodge Street in Omaha, Nebraska.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Fitzgerald Schorr PC	Exact match	Omaha, NE, United StatesHQ recorded Oct 1, 2026	11-50	8 contacts →
	Exact match “Experience \| Solutions Founded in Fitzgerald Schorr provides a wide spectrum of legal services to businesses, business owners, executives, and other individual clients.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Arvada Wealth	Exact match	Omaha, NE, United StatesHQ recorded Oct 1, 2026	1-10	7 contacts →
	Exact match “A boutique investment practice that delivers a highly personalized client experience, backed by the strength and security of a Fortune 50 company.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Illuminate Financial Group	Exact match	Omaha, NE, United StatesHQ recorded Oct 1, 2026	11-50	7 contacts →
	Exact match “Illuminate Financial Group is an independently owned full service wealth management firm.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Centerpoint Financial Group	Exact match	Omaha, NE, United StatesHQ recorded Oct 1, 2026	1-10	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
14	Hightower Omaha	Exact match	Omaha, NE, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “At HighTower Omaha, we help you reach for your aspirations, plan for the future and pursue your lifelong goals.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Bāzis Private Wealth, LLC	Exact match	Omaha, NE, United StatesHQ recorded Oct 1, 2026	1-10	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	Pflug Koory LLC	Exact match	Omaha, NE, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Dufek Financial Management Of Raymond James	Exact match	Omaha, NE, United StatesHQ recorded Oct 1, 2026	1-10	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
18	Callahan Financial Planning	Exact match	Omaha, NE, United StatesHQ recorded Oct 1, 2026	11-50	1 contacts →
	Exact match “Callahan Financial Planning is a fee-only personal financial planning and investment management company.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Omaha Retirement Planning	Exact match	Omaha, NE, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Preserving capital and managing risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever.” 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 management law firms”. 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 19 of 26 investment management law firms based in Omaha, United States

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Investment management law firms based in Omaha, United States at a glance

As of Oct 1, 2026

63.9%Verified-email coverage

16.8Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 26 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 management law firms” 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 280 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 management law firms by metro in the United States

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 management law firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment management law firms are there based in Omaha, United States?

RevenueBase identified 26 company matches for investment management law firms 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?

Koley Jessen P.C., L.L.O 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 management law firms?

New York leads the United States with 589 company records, followed by Chicago (193) and Miami (142). Omaha has 26.

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 280 professional contacts with verified work emails tracked across these 26 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.

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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.