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:
GATEWAY WEALTH PARTNERS, LLC
CRD#: 322789
Address: 100 W. Lawrence Street Suite 304, Appleton, WI 54911
Clients: 3,906
Average Clients per Advisor: 59
AUM: $ 1.2B
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
CRD#: 149830
Address: 3501 E Evergreen Drive Ste A, Appleton, WI 54913
Clients: 446
Average Clients per Advisor: 63
AUM: $ 816M
COPPER HARBOR INVESTMENT ADVISORS, LLC
CRD#: 169978
Address: 250 North Metro Drive Suite A, Appleton, WI 54913
Clients: 56
Average Clients per Advisor: 9
AUM: $ 665M
WINCH FINANCIAL
CRD#: 110194
Address: 424 E. Wisconsin Avenue, Appleton, WI 54911
Clients: 692
Average Clients per Advisor: 46
AUM: $ 511M
AVAII WEALTH MANAGEMENT, LLC
CRD#: 298165
Address: 2101 N Casaloma Dr, Appleton, WI 54913
Clients: 663
Average Clients per Advisor: 66
AUM: $ 443M
ENDOWMENT WEALTH MANAGEMENT, INC.
CRD#: 108652
Address: W6272 Communication Court, Appleton, WI 54914-8531
Clients: 262
Average Clients per Advisor: 29
AUM: $ 428M
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
Paul Richard Hoffman
Registered Affiliation(s):LPL FINANCIAL LLC
Mathew James Vandenboom
Registered Affiliation(s):LPL FINANCIAL LLC
David Alan Lenius
Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.
Jerrold Alan Ganz
Registered Affiliation(s):PACKERLAND BROKERAGE SERVICES, INC.
William Scott Vaness
Registered Affiliation(s):PACKERLAND BROKERAGE SERVICES, INC.
Richard John Hageman
Registered Affiliation(s):AVANTAX PLANNING PARTNERS, 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.
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