AdvisorGrade

Financial advisers in De Pere, WI

3 registered investment adviser firms in De Pere managing $1.8B in assets, based on public SEC Form ADV filings.

N.E.W. Advisory Services, LLC

De Pere, WI · Est. 2017

Regional
Fee-based
AUM
$1.6B
Per adviser
$133M
Advisers
12

No reported disclosures

Verus Wealth Management

De Pere, WI · Est. 2025

Local
Fee-based
AUM
$143M
Per adviser
$143M
Advisers
1

No reported disclosures

Anthony Capital Management, LLC

De Pere, WI · Est. 2021

Local
Fee-based
AUM
$38M
Per adviser
$38M
Advisers
1

No reported disclosures