Top Financial Advisors in Appleton, Wisconsin
Finding the right financial advisor in Appleton is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Appleton, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Appleton, WI.
Find the Best Financial Advisor Firms in Appleton:
ADVISORS' PRIDE INC.
CRD#: 170669
Address: 100 W. Lawrence Street Suite 304, Appleton, WI 54911
Clients: 4,442
Average Clients per Advisor: 164
AUM: $ 1.3B
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
CRD#: 149830
Address: 5765 W. Grande Market Drive Suite A, Appleton, WI 54913
Clients: 390
Average Clients per Advisor: 65
AUM: $ 549M
COPPER HARBOR INVESTMENT ADVISORS, LLC
CRD#: 169978
Address: 250 North Metro Drive Suite A, Appleton, WI 54913
Clients: 52
Average Clients per Advisor: 13
AUM: $ 465M
WINCH FINANCIAL
CRD#: 110194
Address: 424 E. Wisconsin Avenue, Appleton, WI 54911
Clients: 710
Average Clients per Advisor: 41
AUM: $ 334M
AVAII WEALTH MANAGEMENT, LLC
CRD#: 298165
Address: 2101 N Casaloma Dr, Appleton, WI 54913
Clients: 508
Average Clients per Advisor: 72
AUM: $ 304M
KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP
CRD#: 142682
Address: 3601 E. Evergreen Drive Suite 100, Appleton, WI 54913
Clients: 511
Average Clients per Advisor: 73
AUM: $ 298M
How We Chose the Top Financial Advisors in Appleton, Wisconsin
To create this list of top financial advisor firms in Appleton, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Appleton has to offer.
Search Financial Advisors in Appleton, Wisconsin
Nathan James Vanstippen
Registered Affiliation(s):LPL FINANCIAL LLC
Dominic A Reinerio
Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.
Adam Robert Katch
Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.
Peter Wegmann
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
Jessica S Alcorn
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Stephanie Roberta Ehr
Registered Affiliation(s):HARBOUR INVESTMENTS, INC.
Chantel Renae Rechek
Registered Affiliation(s):LPL FINANCIAL LLC
Lawrence Michael Mroczkowski
Registered Affiliation(s):LPL FINANCIAL LLC
Pamela Kay Delap
Registered Affiliation(s):ON INVESTMENT MANAGEMENT CO
Kenneth Noah Hinrichs
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Melissa Ann Barry
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Kacy Lyn Allen
Registered Affiliation(s):LPL FINANCIAL LLC
Renee S Brusky
Registered Affiliation(s):MORGAN STANLEY
Kari M Van Lanen
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Preston David Cherry
Registered Affiliation(s):CONCURRENT FINANCIAL PLANNING, LLC
Matthew Thomas Garot
Registered Affiliation(s):PACKERLAND BROKERAGE SERVICES, INC.
Benny Leroy Bray
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Kevin Joseph Majeski
Registered Affiliation(s):PACKERLAND BROKERAGE SERVICES, INC.
Michael Lony Schug
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Brent Andrew Mares
Registered Affiliation(s):LPL FINANCIAL LLC
Jeremy Paul Schwab
Registered Affiliation(s):SUGAR MAPLE ASSET MANAGEMENT, LLC
Lorri Anne Cisler
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Paul David Bartolazzi
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Kyle James Tripp
Registered Affiliation(s):JOHNSON WEALTH INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
