Company lists · Data refreshed September 2026
Top 16 Philanthropic advisory firms based in Omaha, United States
RevenueBase identified 26 company matches for philanthropic advisory firms associated with Omaha, United States as of September 2026 and tracks 232 professional contacts across them, including 121 with verified work emails. Across the United States, New York is the largest hub for this category (272 companies); Omaha has 26.
This list covers company matches for philanthropic advisory 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 September 20, 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 16 largest philanthropic advisory firms based in Omaha, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 74 contacts → | ||||
Exact match “INTRODUCING THE STEIER GROUP Based in Omaha, Nebraska, with offices in Alabama, Arizona, Arkansas, California, Colorado, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 30 contacts → | ||||
Exact match “Helping families build a better life, legacy, and community.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 18 contacts → | ||||
Exact match “Legacy Design Strategies' mission is to help families design, share and preserve their legacy for future generations, through careful legal planning and lifetime relationships.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 12 contacts → | ||||
Exact match “We are a full-service, custom wealth management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 9 contacts → | ||||
Exact match “Here at Trusted Wealth Partners, our sole focus is on helping our clients reach and maintain financial independence throughout multiple generations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match “Prairie Wealth Advisors provides customized wealth planning services to help clients make clear, intelligent investment choices.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “At Harris and Davis Financial Advisors, we focus on understanding and anticipating the unique needs of teachers, families and business owners.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “The founding vision of Oakdale Strategies is to deliver comprehensive services to philanthropic individuals, families, and organizations to make high-impact, high-value…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “At Mainstreet Synergy Group, our foundation is built on decades of experience advising ultra-high-net-worth families, business owners, and institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Hallett Philanthropy is a proven commodity that delivers results.” Recorded in the RevenueBase company graph · Sep 20, 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 “philanthropic advisory 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 16 of 26 philanthropic advisory firms based in Omaha, United States
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Philanthropic advisory firms based in Omaha, United States at a glance
As of Sep 20, 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 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 “philanthropic advisory 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 121 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 September 20, 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.
Philanthropic advisory firms by metro in the United States
- Philanthropic advisory firms in New York272
- Philanthropic advisory firms in Chicago135
- Philanthropic advisory firms in Washington107
- Philanthropic advisory firms in Atlanta100
- Philanthropic advisory firms in Boston96
- Philanthropic advisory firms in Los Angeles91
- Philanthropic advisory firms in San Francisco85
- Philanthropic advisory firms in Dallas81
- Philanthropic advisory firms in Houston77
- Philanthropic advisory firms in Denver74
- Philanthropic advisory firms in San Diego74
- Philanthropic advisory firms in Austin72
- Philanthropic advisory firms in Seattle56
- Philanthropic advisory firms in Miami55
- Philanthropic advisory firms in Minneapolis50
- Philanthropic advisory firms in Indianapolis49
- Philanthropic advisory firms in Scottsdale43
- Philanthropic advisory firms in Cincinnati42
- Philanthropic advisory firms in Charlotte41
- Philanthropic advisory firms in Philadelphia40
- Philanthropic advisory firms in Phoenix39
- Philanthropic advisory firms in Portland39
- Philanthropic advisory firms in Richmond33
- Philanthropic advisory firms in Overland Park32
- Philanthropic advisory firms in Birmingham30
- Philanthropic advisory firms in Colorado Springs30
- Philanthropic advisory firms in Greenville30
- Philanthropic advisory firms in Columbus29
- Philanthropic advisory firms in Pittsburgh29
- Philanthropic advisory firms in Tampa29
- Philanthropic advisory firms in Las Vegas28
- Philanthropic advisory firms in Raleigh27
- Philanthropic advisory firms in San Antonio27
- Philanthropic advisory firms in Irvine26
- Philanthropic advisory firms in Newport Beach26
- Philanthropic advisory firms in Rochester26
- Philanthropic advisory firms in Columbia25
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 “philanthropic advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many philanthropic advisory firms are there based in Omaha, United States?
RevenueBase identified 26 company matches for philanthropic advisory firms associated with Omaha, United States as of September 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?
Steier Group 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 philanthropic advisory firms?
New York leads the United States with 272 company records, followed by Chicago (135) and Washington (107). 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 121 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 September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 26 philanthropic advisory firms based in Omaha, United States. Start with a free account, no credit card.
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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.
More company lists
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- Lists A-Z
- New lists
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Company intelligence · public preview
Top 16 philanthropic advisory firms 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 26 matching company records for philanthropic advisory firms based in Omaha, United States, with 232 tracked contacts and 121 verified work emails.
This public preview shows 16 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 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 16 philanthropic advisory firms 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 |  Steier Groupsteiergroup.comHQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 74 contacts → |
“INTRODUCING THE STEIER GROUP Based in Omaha, Nebraska, with offices in Alabama, Arizona, Arkansas, California, Colorado, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Harrison Financial Serviceshfs.nm.comHQ: Omaha, NE, United StatesReported employees: 11-50 | Omaha, NE, United States | 11-50 | Exact match | 30 contacts → |
“Helping families build a better life, legacy, and community.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Legacy Design Strategiesldstrategies.comHQ: Omaha, NE, United StatesReported employees: 11-50 | Omaha, NE, United States | 11-50 | Exact match | 18 contacts → |
“Legacy Design Strategies' mission is to help families design, share and preserve their legacy for future generations, through careful legal planning and lifetime relationships.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Revolution Group, LLCrevgroupllc.comHQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 12 contacts → |
“We are a full-service, custom wealth management firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Prodigy Asset Managementprodigyllc.comHQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 10 contacts → |
“Personalized investment management and services for not-for-profit organizations, ultra-high-net-worth individuals, and families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Trusted Wealth Partnerstrustedwealthpartners.comHQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 9 contacts → |
“Here at Trusted Wealth Partners, our sole focus is on helping our clients reach and maintain financial independence throughout multiple generations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Hightower Omahaomaha.hightoweradvisors.comHQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 5 contacts → |
“At HighTower Omaha, we help you reach for your aspirations, plan for the future and pursue your lifelong goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Prairie Wealth Advisors, INCprairiewealthadvisors.comHQ: Omaha, NE, United StatesReported employees: 11-50 | Omaha, NE, United States | 11-50 | Exact match | 3 contacts → |
“Prairie Wealth Advisors provides customized wealth planning services to help clients make clear, intelligent investment choices.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Harris And Davis Financial Advisorsharrisanddavis.comHQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 2 contacts → |
“At Harris and Davis Financial Advisors, we focus on understanding and anticipating the unique needs of teachers, families and business owners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Oakdale Strategiesoakdale-strategies.com HQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 2 contacts → |
“The founding vision of Oakdale Strategies is to deliver comprehensive services to philanthropic individuals, families, and organizations to make high-impact, high-value…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Mainstreet Synergy Groupmssynergygroup.comHQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 2 contacts → |
“At Mainstreet Synergy Group, our foundation is built on decades of experience advising ultra-high-net-worth families, business owners, and institutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Keiser Wealth Managementkeiserwealth.comHQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 2 contacts → |
“We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Hallett Philanthropyhallettphilanthropy.comHQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 1 contacts → |
“Hallett Philanthropy is a proven commodity that delivers results.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 26 company matches
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Philanthropic advisory firms: dataset insights
September 20, 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
26 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 26 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: September 20, 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 ↗
Philanthropic advisory firms by metro in the United States
- Philanthropic advisory firms in New York272
- Philanthropic advisory firms in Chicago135
- Philanthropic advisory firms in Washington107
- Philanthropic advisory firms in Atlanta100
- Philanthropic advisory firms in Boston96
- Philanthropic advisory firms in Los Angeles91
- Philanthropic advisory firms in San Francisco85
- Philanthropic advisory firms in Dallas81
- Philanthropic advisory firms in Houston77
- Philanthropic advisory firms in Denver74
- Philanthropic advisory firms in San Diego74
- Philanthropic advisory firms in Austin72
- Philanthropic advisory firms in Seattle56
- Philanthropic advisory firms in Miami55
- Philanthropic advisory firms in Minneapolis50
- Philanthropic advisory firms in Indianapolis49
- Philanthropic advisory firms in Scottsdale43
- Philanthropic advisory firms in Cincinnati42
- Philanthropic advisory firms in Charlotte41
- Philanthropic advisory firms in Philadelphia40
- Philanthropic advisory firms in Phoenix39
- Philanthropic advisory firms in Portland39
- Philanthropic advisory firms in Richmond33
- Philanthropic advisory firms in Overland Park32
- Philanthropic advisory firms in Birmingham30
- Philanthropic advisory firms in Colorado Springs30
- Philanthropic advisory firms in Greenville30
- Philanthropic advisory firms in Columbus29
- Philanthropic advisory firms in Pittsburgh29
- Philanthropic advisory firms in Tampa29
- Philanthropic advisory firms in Las Vegas28
- Philanthropic advisory firms in Raleigh27
- Philanthropic advisory firms in San Antonio27
- Philanthropic advisory firms in Irvine26
- Philanthropic advisory firms in Newport Beach26
- Philanthropic advisory firms in Rochester26
- Philanthropic advisory firms in Columbia25
Questions about this company list
What does Exact match mean for philanthropic advisory firms?
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 philanthropic advisory firms did RevenueBase find based in Omaha, United States?
The saved snapshot records 26 matching company records, 232 tracked contacts and 121 verified emails. The public preview displays 16 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: September 20, 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
Philanthropic advisory firms by geography
- Philanthropic advisory firms based in Brisbane, Australia
- Philanthropic advisory firms based in Melbourne, Australia
- Philanthropic advisory firms based in Sydney, Australia
- Philanthropic advisory firms based in Calgary, Canada
- Philanthropic advisory firms based in Montreal, Canada
- Philanthropic advisory firms based in Toronto, Canada
- Philanthropic advisory firms based in Vancouver, Canada
- Philanthropic advisory firms based in Atlanta, United States
- Philanthropic advisory firms based in Austin, United States
- Philanthropic advisory firms based in Birmingham, United States
- Philanthropic advisory firms based in Boston, United States
- Philanthropic advisory firms based in Charlotte, United States
Cite this list
RevenueBase Data Team. Top 16 philanthropic advisory firms based in Omaha, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/philanthropic-advisory-firms/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
- Philanthropic advisory firms based in Brisbane, Australia
- Philanthropic advisory firms based in Melbourne, Australia
- Philanthropic advisory firms based in Sydney, Australia
- Philanthropic advisory firms based in Calgary, Canada
- Philanthropic advisory firms based in Montreal, Canada
- Philanthropic advisory firms based in Toronto, Canada
Company intelligence · public preview
Top 16 philanthropic advisory firms based in Omaha, United States
RevenueBase records 26 matching company records for philanthropic advisory firms based in Omaha, United States, with 232 tracked contacts and 121 verified work emails.
This public preview shows 16 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 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 16 philanthropic advisory firms 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 | Steier Groupsteiergroup.com HQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 74 contacts → |
“INTRODUCING THE STEIER GROUP Based in Omaha, Nebraska, with offices in Alabama, Arizona, Arkansas, California, Colorado, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Harrison Financial Serviceshfs.nm.com HQ: Omaha, NE, United StatesReported employees: 11-50 | Omaha, NE, United States | 11-50 | Exact match | 30 contacts → |
“Helping families build a better life, legacy, and community.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Legacy Design Strategiesldstrategies.com HQ: Omaha, NE, United StatesReported employees: 11-50 | Omaha, NE, United States | 11-50 | Exact match | 18 contacts → |
“Legacy Design Strategies' mission is to help families design, share and preserve their legacy for future generations, through careful legal planning and lifetime relationships.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Revolution Group, LLCrevgroupllc.com HQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 12 contacts → |
“We are a full-service, custom wealth management firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Prodigy Asset Managementprodigyllc.com HQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 10 contacts → |
“Personalized investment management and services for not-for-profit organizations, ultra-high-net-worth individuals, and families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Trusted Wealth Partnerstrustedwealthpartners.com HQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 9 contacts → |
“Here at Trusted Wealth Partners, our sole focus is on helping our clients reach and maintain financial independence throughout multiple generations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Hightower Omahaomaha.hightoweradvisors.com HQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 5 contacts → |
“At HighTower Omaha, we help you reach for your aspirations, plan for the future and pursue your lifelong goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Prairie Wealth Advisors, INCprairiewealthadvisors.com HQ: Omaha, NE, United StatesReported employees: 11-50 | Omaha, NE, United States | 11-50 | Exact match | 3 contacts → |
“Prairie Wealth Advisors provides customized wealth planning services to help clients make clear, intelligent investment choices.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Harris And Davis Financial Advisorsharrisanddavis.com HQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 2 contacts → |
“At Harris and Davis Financial Advisors, we focus on understanding and anticipating the unique needs of teachers, families and business owners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Oakdale Strategiesoakdale-strategies.com HQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 2 contacts → |
“The founding vision of Oakdale Strategies is to deliver comprehensive services to philanthropic individuals, families, and organizations to make high-impact, high-value…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Mainstreet Synergy Groupmssynergygroup.com HQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 2 contacts → |
“At Mainstreet Synergy Group, our foundation is built on decades of experience advising ultra-high-net-worth families, business owners, and institutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Keiser Wealth Managementkeiserwealth.com HQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 2 contacts → |
“We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Hallett Philanthropyhallettphilanthropy.com HQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 1 contacts → |
“Hallett Philanthropy is a proven commodity that delivers results.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 26 company matches
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Philanthropic advisory firms: dataset insights
September 20, 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
26 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 26 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: September 20, 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 ↗
Philanthropic advisory firms by metro in the United States
- Philanthropic advisory firms in New York272
- Philanthropic advisory firms in Chicago135
- Philanthropic advisory firms in Washington107
- Philanthropic advisory firms in Atlanta100
- Philanthropic advisory firms in Boston96
- Philanthropic advisory firms in Los Angeles91
- Philanthropic advisory firms in San Francisco85
- Philanthropic advisory firms in Dallas81
- Philanthropic advisory firms in Houston77
- Philanthropic advisory firms in Denver74
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- Philanthropic advisory firms in Seattle56
- Philanthropic advisory firms in Miami55
- Philanthropic advisory firms in Minneapolis50
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- Philanthropic advisory firms in Cincinnati42
- Philanthropic advisory firms in Charlotte41
- Philanthropic advisory firms in Philadelphia40
- Philanthropic advisory firms in Phoenix39
- Philanthropic advisory firms in Portland39
- Philanthropic advisory firms in Richmond33
- Philanthropic advisory firms in Overland Park32
- Philanthropic advisory firms in Birmingham30
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- Philanthropic advisory firms in Greenville30
- Philanthropic advisory firms in Columbus29
- Philanthropic advisory firms in Pittsburgh29
- Philanthropic advisory firms in Tampa29
- Philanthropic advisory firms in Las Vegas28
- Philanthropic advisory firms in Raleigh27
- Philanthropic advisory firms in San Antonio27
- Philanthropic advisory firms in Irvine26
- Philanthropic advisory firms in Newport Beach26
- Philanthropic advisory firms in Rochester26
- Philanthropic advisory firms in Columbia25
Questions about this company list
What does Exact match mean for philanthropic advisory firms?
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 philanthropic advisory firms did RevenueBase find based in Omaha, United States?
The saved snapshot records 26 matching company records, 232 tracked contacts and 121 verified emails. The public preview displays 16 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: September 20, 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.
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Cite this list
RevenueBase Data Team. Top 16 philanthropic advisory firms based in Omaha, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/philanthropic-advisory-firms/united-states/omaha.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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