Prairie Wealth Advisors

What Prairie Wealth Advisors does

Prairie Wealth Advisors, Inc. is an independent Registered Investment Advisor (RIA) headquartered in Nebraska, operating from offices in Lincoln and Omaha. Founded in 2003 by Craig Hundt as Hundt Capital Management, the firm provides customized wealth planning and investment management services to high-net-worth individuals, multigenerational families, entrepreneurs, and business owners. Core offerings include investment management (equity portfolios, fixed income, and alternative investments such as real estate and private equity), strategic wealth planning, business advisory, donor-advised fund strategies, and specialized services for aircraft owners. The firm follows a structured four-step investment process (Organize, Implement, Formalize, Monitor) and uses Charles Schwab and Fidelity as custodian platforms for client account access and trading.

The firm operates as a sales-led, relationship-based advisory practice generating revenue through AUM-based advisory fees, aligning compensation with client asset growth. It employs a consultative GTM motion centered on face-to-face meetings, complimentary portfolio reviews, and a referral network of CPAs and attorneys. In 2026, Prairie Wealth Advisors completed a merger with The McEwen Group, adding $400 million in AUM and $200 million in 401(k) plan assets to bring total holdings to $1.3 billion, and appointing Tim McEwen as President. The firm also hired Mike Finnegan as its first Chief Investment Officer to build a systematic investment framework and expand the alternatives program, signaling continued institutionalization of the investment process.

The firm holds RIA registration, AIF and CFP certifications, and is positioned as a fiduciary independent of wirehouse or broker-dealer affiliations. It serves clients across the Midwest and nationally, with a 12-person team spanning advisory, investment, client service, operations, and compliance functions. No AI/ML capabilities, public funding, or institutional sponsorship are evident.

Name

Prairie Wealth Advisors

Legal name

Prairie Wealth Advisors, Inc.

Website

https://prairiewealthadvisors.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

Prairie Wealth Advisors is an independent Registered Investment Advisor in Nebraska offering customized wealth planning, investment management, and business advisory services to high-net-worth individuals, families, entrepreneurs, and business owners.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Estate planning
• Asset management

Headquarters

HQ city

Neuss

HQ country

Germany

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory Fees (AUM-based): As a Registered Investment Advisor (RIA), Prairie Wealth Advisors charges fees based on assets under management, linking compensation directly to the growth of client assets. This aligns the firm's interests with those of their clients.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Prairie Wealth Advisors is an independent Registered Investment Advisor (RIA) that provides investment management and strategic wealth planning services. The firm constructs equity and fixed income portfolios, allocates to alternatives such as real estate and private equity, and supports clients across wealth, tax, estate, succession, and charitable giving planning under a four-step Organize-Implement-Formalize-Monitor process. Advisory services are delivered through fiduciary relationships with high-net-worth individuals, families, entrepreneurs, and business owners, using Charles Schwab and Fidelity as custodian platforms.

Product overview

Prairie Wealth Advisors operates as a unified Registered Investment Advisor (RIA) platform offering integrated wealth management services. The core offering combines Investment Management (equity portfolios, fixed income, and alternatives) with Strategic Wealth Planning, supported by a Four-Step Wealth Management Process (Organize, Implement, Formalize, Monitor). Additional specialized modules include Business Advisory Services, Donor-Advised Fund Strategy, Aircraft Owner Financial Services, and a Complimentary Portfolio Review service. The firm recently expanded through the merger with The McEwen Group, adding succession planning and institutional advisory capabilities.

Differentiator

Problem solved

Functional benefit

Brands

• The McEwen Group: A financial advisory group that merged into Prairie Wealth Advisors in 2026, specializing in wealth management and financial planning services.

Products and services

• Investment Management Comprehensive investment management services including equity portfolio construction using active equity managers and passive strategies, fixed income/bond portfolios for cash flow needs, and alternative investments such as real estate and private equity. Targeted at high-net-worth individuals, families, and business owners.
• Strategic Wealth Planning Financial planning services that help organize wealth, create comprehensive financial views, and set strategies to grow assets, minimize tax obligations, and protect wealth for the future. Targeted at high-net-worth individuals and families.
• Business Advisory Services Specialized financial counsel for business owners around succession planning, exit strategies, merger considerations, and concentrated stock position management. Targeted at entrepreneurs and business owners.
• Donor-Advised Fund Strategy Tax-efficient charitable giving strategy allowing philanthropic investors to support multiple charities with one donation, accepting cash, stocks, or non-publicly traded assets. Targeted at philanthropic-minded investors.
• Aircraft Owner Financial Services Specialized financial services addressing the unique financial priorities and challenges of aircraft owners, including financing, cash flow management, and transition planning. Targeted at aircraft owners.
• Complimentary Portfolio Review No-obligation portfolio evaluation service providing unbiased assessment of a client's current wealth management plan with plain-English recommendations. Used as a lead-generation entry point for prospective clients.

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature1 record

Partnerships

One partnership is on record.

• The McEwen GroupcoreStrategic or Co-development Partner · 13 August 2026Prairie Wealth Advisors completed a merger with The McEwen Group to facilitate succession planning for CEO Craig Hundt. The transaction added $400 million in assets under management and $200 million in 401(k) plan assets. Tim McEwen became President of the combined firm, bringing his team including Jon McGrew, Brooke Wimes, and Isabelle McEwen.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Carson Wealth: Omaha-based, privately held RIA serving HNW individuals, families, and business owners with comprehensive wealth planning and investment management. Highly comparable to Prairie in model, geography, and target client; significantly larger scale (~$30B+ AUM).
• Mariner Wealth Advisors: Large independent RIA platform founded in Overland Park, KS, serving HNW individuals, families, and institutions. Comparable service suite (investment management, financial planning, estate, tax) and similar Midwest roots; much larger scale and a national footprint.
• Wealth Enhancement Group: Independent RIA platform that has grown partly via roll-up acquisitions of advisor teams. Comparable service model and target client HNW segment; serves as a model for Prairie's potential M&A-driven scale strategy.
• Moneta Group: Independent, employee-owned RIA serving HNW individuals and families with comprehensive financial planning, investment management, and tax strategies. Directly comparable fiduciary model and client focus, with materially larger AUM.
• Cresset Capital: Independent, family-owned RIA serving UHNW families, entrepreneurs, and business owners with integrated wealth planning, investment management, and family office services. Comparable HNW/multigenerational client focus at a higher end of the wealth spectrum.
• Cerity Partners: National independent RIA serving HNW individuals, families, and institutions with investment management, financial planning, and tax services. Comparable fiduciary model and comprehensive service suite, with significant scale.
• Sanctuary Wealth: Partnership-based RIA platform supporting independent advisors serving HNW clients. Comparable fiduciary value proposition and customizable wealth management approach, with a heavier tech-enabled platform angle.

Broad incumbents

• Creative Planning: One of the largest independent RIAs in the U.S., headquartered in Overland Park, KS, offering comprehensive wealth management to HNW clients. Operates a similar fiduciary, fee-based model with broader national reach and vertically integrated services.
• Ameriprise Financial Advisors: Large incumbent wealth manager that CEO Craig Hundt worked at early in his career. Comparable target market (HNW individuals and families) but operates as a broader financial advisory and product distribution firm rather than a pure fiduciary RIA.
• CIBC Private Wealth: Private wealth division of CIBC serving HNW individuals, families, and institutions with investment management, trust, and estate services. Comparable to Prairie's HNW/family wealth offering but at much larger scale and with broader institutional reach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Instagraminstagram.com/prairiewealthadvisors

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Prairie Wealth Advisors