Company lists · Data refreshed September 2026

Top 25 Portfolio management companies based in Omaha, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 44 companies tracked

RevenueBase identified 44 company matches for portfolio management companies associated with Omaha, United States as of September 2026 and tracks 326 professional contacts across them, including 114 with verified work emails. Across the United States, New York is the largest hub for this category (289 companies); Omaha has 44.

This list covers company matches for portfolio management companies 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

44Companies

326Contacts tracked

114Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest portfolio management companies based in Omaha, United States

Ranked by team size

Top 25 of 44 company matches for portfolio management companies based in Omaha, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Heritage Financial Services	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	51-200	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 · Sep 20, 2026 · View company records in RevenueBase
2	Wealthplan Partners	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
3	Tributary Capital Management	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	11-50	15 contacts →
	Exact match “Tributary Capital Management is a SEC Registered Investment Adviser headquartered in Omaha, Nebraska.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Unified Legacy Advisors	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	11-50	14 contacts →
	Exact match “Our comprehensive approach to retirement planning encompasses a full range of strategies from managing and protecting existing assets to estimating future cash flows and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Revolution Group, LLC	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	1-10	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	American Wealth Partners	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “American Wealth Partners is a comprehensive wealth management firm committed to helping our clients improve their long-term financial success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Cambridge Advisors INC	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	1-10	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 · Sep 20, 2026 · View company records in RevenueBase
8	America First Investment Advisors LLC	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “America First Investment Advisors is a financial advisor from the Old School.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Illuminate Financial Group	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
10	Centerpoint Financial Group	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
11	Teckmeyer Financial Services	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “Teckmeyer Financial Services is a financial services company based out of Omaha, Nebraska” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Nelson Murphy Insurance And Investments	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Nelson Murphy Insurance & Investments are trusted, professional, and approachable wealth advisors in Omaha, NE.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Hiley Hunt Wealth Management	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Wealth Management takes place in the space where your money and your values meet.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	The Premier Advisory Group, LLC	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	1-10	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 · Sep 20, 2026 · View company records in RevenueBase
15	Lawson Kroeker Investment Management	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Authentic.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Croker Group	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “Croker Group is a wealth management consulting and insurance solutions practice that works with you to dissect your overall portfolio to identify any inefficiencies and gaps.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Morey & Quinn Wealth Partners	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	1-10	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
18	Arkfeld Wealth Strategies	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match “We help people make smart decisions with their money and business!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Rick Young Financial Services	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Rick Young Financial Services is a financial services company based out of Omaha Nebraska.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Dufek Financial Management Of Raymond James	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
21	Keiser Wealth Management	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	1-10	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
22	Callahan Financial Planning	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
23	W.I.T. Capital Management, LLC	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Omaha Retirement Planning	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
25	Guide Rock Capital Management, INC	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “No one strategy fits everyone, which is why every client gets our undivided attention-from learning about your story and what keeps you up at night to analyzing & planning we take…” 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 “portfolio management companies”. 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 25 of 44 portfolio management companies based in Omaha, United States

See the full list, filter by size, metro and specialty, and access 114 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Portfolio management companies based in Omaha, United States at a glance

As of Sep 20, 2026

35.0%Verified-email coverage

7.4Average contacts per company

1-10Median size (employees)

Sep 20, 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 44 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 “portfolio management companies” 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 114 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.

Portfolio management companies 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 “portfolio management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio management companies are there based in Omaha, United States?

RevenueBase identified 44 company matches for portfolio management companies 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?

Heritage Financial Services 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 portfolio management companies?

New York leads the United States with 289 company records, followed by Chicago (137) and Atlanta (116). Omaha has 44.

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 114 professional contacts with verified work emails tracked across these 44 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 44 portfolio management companies based in Omaha, United States. Start with a free account, no credit card.

Download this list →

Related lists

Portfolio management companies by geography

Browse the directory

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.