RIA Intel›Advisers›Nebraska›TURNER FINANCIAL LLC

TURNER FINANCIAL LLC

Advisory

OMAHA, NE

Data as of Mar 6, 2026 · Source: SEC Form ADV

Average account

$194K

across 26 accounts

AUM per adviser

$5M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM

$5M

Discretionary %

85.8%

Clients

26

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$5M

Discretionary AUM$4M

Non-Discretionary AUM$715K

Discretionary %85.8%

Total Clients26

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA, NE

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

26 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NE

Closest by assets under management. All figures from Form ADV.

VOGEL WEALTH MANAGEMENT, LLC

OMAHA, NE

$5M

FIRST CLASS WEALTH MANAGEMENT LLC

$5M

MAXUS WEALTH MANAGEMENT LLC

SEWARD, NE

$6M

WELL ADVISED, LLC

OMAHA, NE

$6M

ECHO FINANCIAL LLC

ARNOLD, NE

$3M

RESERVE WEALTH PLANNING, LLC

$3M

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