Built in 1995 on the idea that an advisor should sit on your side of the table.
Pittenger & Anderson was founded in 1995 on a premise that was radical at the time: clients deserved a real financial advocate. Three decades later, the mission hasn’t changed.
Our Story
Our founders, Jim Pittenger and Dan Anderson, began working together at Dean Witter in 1985. But in the early 1990s, the firm began pressuring its brokers to sell higher-fee products to clients. That pressure cut against everything Pitt and Dan thought a financial advisor should be. They were paid by the firm, not by the people whose money they managed. They were paid for transactions, not for relationships. The conflict of interest was the business model.
So in June 1995, Pitt left to start a firm built on the opposite principle. A year later, Dan rejoined him.
“From day one, we have been fully transparent and put our clients’ interests first. This fiduciary approach to each and every relationship has been a huge driver of our clients’ success, and thus our success. We never have to look back and can always greet our clients with a firm handshake and unblinking eyes.”
Jim Pittenger, Founder (Retired)
Pittenger & Anderson became one of the first fee-only investment advisors in Nebraska, embracing the fiduciary standard of care and rejecting the transactional business model. Three decades later, nothing about that approach has changed.
The Long View
- 1995
- Pittenger & Co. founded by Jim Pittenger.
- 1996
- Dan Anderson joins Jim Pittenger and Pittenger & Anderson, Inc. is born.
- 1999
- P&A relocates offices to our current world headquarters.
- 2012
- Trey Pittenger, Diane Klein, and Jon Sevenker named Principals.
- 2014
- Blake Anderson named Principal. P&A crosses $1 billion in assets under management (AUM).
- 2016
- Shane Riley named Principal.
- 2020
- P&A crosses $2 billion in AUM.
- 2022
- Dan Frost named Principal. P&A crosses $3 billion in AUM.
- 2024
- Trey Pittenger named CEO and Blake Anderson named President.
Fee-only, fiduciary,
since 1995.
We don’t sell products. We don’t earn commissions. Our sole compensation is the fee you pay us, so our advice is aligned with your goals, not a sales quota. In an industry built on conflicts of interest, our business model sets us apart.
The fiduciary standard is a legal obligation to act in your best interest at all times. We adopted it on day one, before it was a marketing term, and we haven’t wavered since.
How we work with you.
We believe good advice begins with listening. Every client brings a unique story, set of values, and financial goals, around which we build our recommendations. We take the time to understand what matters most to you, tailoring each plan and portfolio to your life, not just the market.
You won’t find one-size-fits-all solutions here. Instead, you’ll find a thoughtful partner who provides clarity, confidence, and a plan that evolves with you.
Get to know us
A team built for you.
16 team members. Eight partners. Big enough to bring real expertise to your financial life. Small enough that the person managing your money knows your name. Individual advisor credentials (CFP®, CFA®, CRPC™, IACCP®, and others) are listed by name on our Team page, per CFP Board rules.
Our team works from Lincoln, Nebraska. Our clients live in more than 30 states.
Assets under management
Client Households
U.S. States
*AUM, client, and state figures as of June 30, 2026
The only Nebraska firm on the 2025 CNBC FA 100.
Ranked #5 nationally by CNBC on their FA 100 list (October 2025 to October 2026). Evaluated among thousands of U.S. financial advisor firms on credentials, assets under management, team experience, and compliance record. The only Nebraska firm to make the list.
This ranking was issued by CNBC in October 2025 and covers the period October 2025 to October 2026. Pittenger & Anderson did not pay to obtain this rating; however, we have licensed the CNBC FA 100 logo for use in our own advertising materials.
Start with a conversation.
Fifteen minutes. No presentation. No pressure. Just a call to see whether P&A is the right fit for the decision you’re facing.
