Vault-13

Managers in Omaha, NE

United States · 52 asset managers within 25 km (29 in Omaha itself) · 90 wealth managers, banks and others

OmahaOffutt AfbElkhornWest Des MoinesUrbandaleCummingAnkenyLincolnNorfolkHuxley
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Offutt Afb, NE 20 · La Vista, NE 2 · Elkhorn, NE 1 · Council Bluffs, IA 1 · South Bend, NE 1 · Fremont, NE 1 · Wahoo, NE 1

Asset managers in and around Omaha

#Manager People here Assets Visa salary
1 M-ONE CAPITAL private equity, real estate · Omaha $3.8bn about 28main office $3.8bn
2 WEITZ INVESTMENT MANAGEMENT, INC. mutual funds · Omaha $8.1bn about 13main office $8.1bn
3 FIRST NATIONAL BANK OF OMAHA mutual funds, bank or insurer · Omaha, Offutt Afb Tributary Capital Management, LLC · 2 related pages $3.5bn · visa salary $129,810 about 9main office $3.5bn $129,81040 filings
4 CHARLES SCHWAB & CO., INC. Omaha CHARLES SCHWAB & CO., INC., SCHWAB WEALTH ADVISORY, INC. 8
5 CARSON GROUP INVESTING Omaha $2.0bn about 7main office $2.0bn
6 INTERALPEN PARTNERS, LLC private equity · Omaha $273.7m about 7main office $273.7m
7 PANORAMA POINT PARTNERS, LLC private equity · Omaha $178.1m about 7main office $178.1m
8 Patriot Financial Group Insurance Agency, LLC institutions · Omaha $2.6bn 6 $2.6bn
9 Cambridge Advisors Inc. institutions · Omaha $693.5m about 6main office $693.5m
10 Prodigy Asset Management LLC hedge funds, institutions · Omaha $2.4bn about 5main office $2.4bn
11 Ironvine Capital Partners, LLC institutions · Omaha $1.1bn about 4main office $1.1bn
12 Tidal Investments LLC mutual funds, futures · Omaha $45.8bn 3 $45.8bn
13 QUANTUM FINANCIAL PARTNERS LLC hedge funds · Omaha $148.6m 3 $148.6m
14 AGMAN CAPITAL LLC Omaha $140.2m about 3main office $140.2m
15 Gallagher Fiduciary Advisors, LLC institutions, futures · Omaha $194.8bn 2 $194.8bn
16 USI ADVISORS institutions · Omaha $56.3bn 2 $56.3bn
17 PRIME CAPITAL FINANCIAL institutions · Omaha $39.1bn 2 $39.1bn
18 First National Advisers, LLC institutions · Omaha $7.4bn about 2main office $7.4bn
19 MARINER INSTITUTIONAL, LLC institutions · Omaha $2.8bn 2 $2.8bn
20 MAGNOLIA GROUP, LLC hedge funds · Omaha $710.6m about 2main office $710.6m
21 RETIREMENT AND WEALTH AT ALLIANT, LLC institutions · Omaha $7.4bn 1 $7.4bn
22 US BANCORP \DE\ mutual funds, bank or insurer · Omaha U.S. BANCORP ASSET MANAGEMENT INC · 4 related pages $427.5bn office $427.5bn
23 ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Omaha ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn office $14.6bn
24 PRINCIPAL FINANCIAL GROUP INC hedge funds, private equity, real estate, structured credit and 5 more · Elkhorn PRINCIPAL SECURITIES, INC. · 9 related pages $427.7bn office $427.7bn
25 Berkshire Hathaway Inc structured credit, institutions · Offutt Afb Berkshire Hathaway Inc, BH Finance LLC · 3 related pages $299.3bn based here $299.3bn
26 Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Omaha Thrivent Advisor Network, LLC · 5 related pages $128.7bn office $128.7bn
27 OSAIC HOLDINGS, INC. private equity, wealth · Omaha Osaic Advisory Services, LLC · 6 related pages $85.1bn 2 offices $85.1bn
28 FIRST MANHATTAN CO. LLC. hedge funds, private equity, wealth · Omaha FIRST MANHATTAN CO. LLC · 2 related pages $39.2bn office $39.2bn
29 CWM, LLC Offutt Afb $38.0bn based here $38.0bn
30 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Omaha Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
31 ALLSTATE CORP structured credit, wealth · Omaha ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
32 Orion Porfolio Solutions, LLC Offutt Afb $13.1bn based here $13.1bn
33 SWF LLC Offutt Afb $1.5bn based here $1.5bn
34 JRM Investment Counsel, LLC institutions · Offutt Afb $649.4m based here $649.4m
35 Westchester Capital Management, Inc. Offutt Afb $555.4m based here $555.4m
36 Prairie Wealth Advisors, Inc. Offutt Afb $419.1m based here $419.1m
37 Torque Asset Management LLC hedge funds · Offutt Afb $323.8m based here $323.8m
38 Parsow Management LLC hedge funds · Offutt Afb $301.2m based here $301.2m
39 Pflug Koory, LLC Offutt Afb $250.3m based here $250.3m
40 WALNUT PRIVATE EQUITY PARTNERS, LLC Offutt Afb $185.0m based here $185.0m
41 Red Cedar Capital, LLC Offutt Afb $157.7m based here $157.7m
42 Blue Capital, Inc. Offutt Afb $157.5m based here $157.5m
43 Robert B. Daugherty Foundation asset owner · Offutt Afb $144.4m based here $144.4m
44 RE Dickinson Investment Advisors, LLC Council Bluffs $120.6m based here $120.6m
45 ELKHORN PARTNERS LIMITED PARTNERSHIP Offutt Afb $116.7m based here $116.7m
46 TD AMERITRADE INVESTMENT MANAGEMENT, LLC Offutt Afb based here
47 ARBOR POINT ADVISORS, LLC La Vista based here
48 BOSTON OMAHA ASSET MANAGEMENT real estate · Omaha office
49 Carson Group Investing, LLC Offutt Afb based here
50 SECURITIES AMERICA ADVISORS INC La Vista based here

52 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.