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
April Erin Rasmussen
Registered Affiliation(s):EDWARD JONES
Robert Alan Maki
Registered Affiliation(s):BANKERS LIFE ADVISORY SERVICES, INC.
Gregory James Herlihy
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Cody Alan Kloeckner
Registered Affiliation(s):EDWARD JONES
Diane Carol Olsen
Registered Affiliation(s):ASSOCIATED INVESTMENT SERVICES, INC.
Adam E Longlais
Registered Affiliation(s):NICOLET WEALTH MANAGEMENT
Julie Ann Coppersmith
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Randy Alan West JR
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
James M Shallow
Registered Affiliation(s):PFS INVESTMENTS INC.
Cynthia Ann Jordan
Registered Affiliation(s):PFS INVESTMENTS INC.
Nicole Lynn Tilot
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Jayme Francine Mcmahon
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Julie Ann Leanna
Registered Affiliation(s):EDWARD JONES
Jason Lee Kramar
Registered Affiliation(s):OSAIC WEALTH, INC.
Mikal C Anschutz
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Adam David Gafner
Registered Affiliation(s):TITLETOWN WEALTH MANAGEMENT, LLC
Kenneth Raymond Heiner
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Jordan Karl Westphal
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Richard Tirivanhuwo Makope
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Magan Ann Devalk
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Kris Marie Fischer
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Marissa J Pope
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Jason Tyler Schmidt
Registered Affiliation(s):THRIVENT DISTRIBUTORS, LLC
Jacqueline Marie Karpinsky
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
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.
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