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Fidelon
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Market Standing · 2026
The most transparent firms in Lincoln.
28 scored firmsTop 3 recognizedfidelon.com/markets/lincoln-ne
#1IA-only$52.7M91ARecognized · #1 Firm
2IA-only$236M90.6ARecognized · Top 3
3IA-only—90.2Arank within Top 3; below the 80 standard
4
Lincoln Capital
CRD 168307
IA-only$845M89.3A—
5
P23 Financial
CRD 291112
IA-only—89.1A—
6IA-only$142M89.1A—
7IA-only$57.9M89A—
8
Ae Hansen
CRD 282579
IA-only$6.4M88.2A—
9IA-only$88.7M87.7B+—
10IA-only$3B87.6B+—
11
402 Financial
CRD 331726
IA-only$10.8M87.5B+—
12IA-only$468M87.4B+—
13IA-only—87.3B+—
14IA-only$277M87.2B+—
15
Plan A Wealth
CRD 287860
IA-only$434M86.1B+—
16IA-only$5.9M86.1B+—
17IA-only$2.4M85.4B+—
18IA-only$116M83B+—
19IA-only$60.2M82.1B+—
20IA-only$20.2M82.1B+—
21IA-only$219M78.9B—
22IA-only$19.9M78.6B—
23IA-only$29B76.1B—
24IA-only$3.3B75.2B—
25IA-only—69.5C—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.