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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-1995
- Office Locations
- 1
Office Locations
About Pittenger & Anderson INC
Pittenger & Anderson is a Lincoln, NE fee-only fiduciary RIA providing investment management and financial planning for clients navigating “money in motion” events like retirement, business sales, inheritances, or changing advisors. Portfolios are commonly implemented with ETFs and held at a third-party custodian (Charles Schwab preferred). Ranked #5 on CNBC’s Financial Advisor 100 list for 2025.
Reported data analysis
What the numbers show
Reported AUM was unchanged at $3.0B between December 23, 2025 and January 7, 2026.
Across 5 reported observations, AUM increased 34.5% between December 21, 2022 and January 7, 2026, from $2.3B to $3.0B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 14 advisory representatives and 921 clients, or 65.8 clients per representative. That equates to $3.3M in reported AUM per client.
The profile lists 1 reported office location and 31 years in operation. The source data was last updated on January 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Pittenger & Anderson INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BLAKE ALAN ANDERSON
PARTNER, President, Senior Advisor
- CRD
- #6293121
- Ownership
- 10% but less than 25%
DANIEL L ANDERSON
Chairman, Chief Financial Officer, Investment Advisor
- CRD
- #1430537
- Ownership
- 10% but less than 25%
Showing 2 of 11 owners & executives
Unlock allContacts
Clayton D. Finck
Client Service & Operations Associate
- CRD
- #8290894
AUDREY LYNN MINES
Advisor
- CRD
- #4352590
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,034,066,574 | $1,341,914 |
| Non-Discretionary | $0 | -- |
| Total | $3,034,066,574 | $1,341,914 |
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Separately Managed Accounts
SMA allocation detail is available
Pittenger & Anderson INC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Pittenger & Anderson INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.