Investment advisers in Appleton, WI
15 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Gateway Wealth Partners, LLC | $2.28 billion | 83 | 0 |
| Mcglone Suttner Wealth Management, Inc. | $1.01 billion | 14 | 0 |
| Copper Harbor Investment Advisors, LLC | $805.0 million | 6 | 0 |
| Endowment Wealth Management, Inc. | $609.2 million | 14 | 0 |
| Avaii Wealth Management, LLC | $602.8 million | 18 | 0 |
| Winch Financial | $580.2 million | 18 | 0 |
| Kom Wealth Management Group, LLC | $407.8 million | 7 | 0 |
| Cornerstone Financial Group | $220.2 million | 5 | 0 |
| Conceptual Financial Advisors, LLC | $189.9 million | 4 | 0 |
| Collar Capital Management, LLC | $176.3 million | 3 | 0 |
| Stonehaven Wealth & Tax Solutions | $168.2 million | 3 | 0 |
| Professional Financial Management, Inc. | $115.5 million | 5 | 0 |
| Sumnicht & Associates, LLC | $107.9 million | 3 | 0 |
| ETF Model Solutions, LLC | $18.1 million | 14 | 0 |
| Isectors, LLC | $0 | 3 | 0 |