Financial advisers in Appleton, WI

15 registered investment adviser firms in Appleton managing $7.3B in assets, based on public SEC Form ADV filings.

Gateway Wealth Partners, LLC

Appleton, WI · Est. 2022

National

Fee-based

AUM: $2.3B
Per adviser: $27M
Advisers: 83

No reported disclosures

Mcglone Suttner Wealth Management, INC.

Appleton, WI · Est. 2018

Local

Fee-based

AUM: $1.0B
Per adviser: $126M
Advisers: 8

No reported disclosures

Copper Harbor Investment Advisors, LLC

Appleton, WI · Est. 2015

Local

Fee-only

AUM: $805M
Per adviser: $134M
Advisers: 6

No reported disclosures

Endowment Wealth Management, INC.

Appleton, WI · Est. 2018

Regional

Fee-based

AUM: $609M
Per adviser: $61M
Advisers: 10

No reported disclosures

Avaii Wealth Management, LLC

Appleton, WI · Est. 2018

Local

Fee-based

AUM: $603M
Per adviser: $60M
Advisers: 10

No reported disclosures

Winch Financial

Appleton, WI · Est. 1998

Local

Fee-based

AUM: $580M
Per adviser: $34M
Advisers: 17

No reported disclosures

Kom Wealth Management Group, LLC

Appleton, WI · Est. 2007

Local

Fee-based

AUM: $408M
Per adviser: $58M
Advisers: 7

No reported disclosures

Cornerstone Financial Group

Appleton, WI · Est. 2023

Local

Fee-based

AUM: $220M
Per adviser: $44M
Advisers: 5

No reported disclosures

Conceptual Financial Advisors, LLC

Appleton, WI · Est. 2022

Local

Fee-based

AUM: $190M
Per adviser: $190M
Advisers: 1

No reported disclosures

Collar Capital Management, LLC

Appleton, WI · Est. 2024

LocalInternational

Fee-based

AUM: $176M
Per adviser: $59M
Advisers: 3

No reported disclosures

Stonehaven Wealth & Tax Solutions

Appleton, WI · Est. 2024

Local

Fee-only

AUM: $168M
Per adviser: $56M
Advisers: 3

No reported disclosures

Professional Financial Management, INC.

Appleton, WI · Est. 2026

Local

Fee-based

AUM: $116M
Per adviser: $39M
Advisers: 3

No reported disclosures

Sumnicht & Associates, LLC

Appleton, WI · Est. 2001

Local

Fee-based

AUM: $108M
Per adviser: $36M
Advisers: 3

No reported disclosures

Etf Model Solutions, LLC

Appleton, WI · Est. 2015

Local

Fee-only

AUM: $18M
Per adviser: $2M
Advisers: 10

No reported disclosures

Isectors, LLC

Appleton, WI · Est. 2008

Local

Fee-based

AUM: —
Per adviser: —
Advisers: 3

No reported disclosures