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Market Standing · 2026
Omaha

No firm in this market currently meets the recognition standard — a composite of 80 or higher. The highest-scoring firm stands at 92.5. The first firm to clear the standard will hold the market's #1 recognition alone.

Current standings · top 25 of 123
1IA-only—92.5Arank within Top 5; below the 80 standard
2IA-only—92.4Arank within Top 5; below the 80 standard
3
Find Your Fi
CRD 322147
IA-only—91Arank within Top 5; below the 80 standard
4IA-only—91Arank within Top 5; below the 80 standard
5IA-only—91Arank within Top 5; below the 80 standard
6IA-only$649M90.9A—
7IA-only—90.5A—
8IA-only$694M90.2A—
9IA-only—90A—
10IA-only$53M90A—
11IA-only$429M89.9A—
12
Fyvie Financial
CRD 309375
IA-only$15.9M89.8A—
13IA-only$30.2M89.8A—
14IA-only$105M89.7A—
15IA-only—89.6A—
16
Moat Capital
CRD 313152
IA-only—89.1A—
17
Pflug Koory
CRD 109268
IA-only$347M89.1A—
18IA-only$21.7M89A—
19IA-only$2.4M89A—
20
Wealthmark
CRD 283600
IA-only$18.2M89A—
21IA-only—88.9A—
22
Ils Financial
CRD 331725
IA-only$12.8M88.9A—
23IA-only$5.3M88.8A—
24IA-only—88.8A—
25IA-only$36.9M88.5A—

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.