Investment adviser firms in APPLETON, Wisconsin
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
15 firms · Source months shown: August 2026
- AVAII WEALTH MANAGEMENT, LLCCRD 298165 · APPLETON, WI$602,750,772.00Regulatory AUM · August 2026
- COLLAR CAPITAL MANAGEMENT, LLCCRD 152325 · APPLETON, WI$176,262,609.00Regulatory AUM · August 2026
- CONCEPTUAL FINANCIAL ADVISORS, LLCCRD 167513 · APPLETON, WI$189,909,772.00Regulatory AUM · August 2026
- COPPER HARBOR INVESTMENT ADVISORS, LLCCRD 169978 · APPLETON, WI$805,000,000.00Regulatory AUM · August 2026
- CORNERSTONE ENTERPRISES, LLCCRD 324255 · APPLETON, WI$220,180,000.00Regulatory AUM · August 2026
- ENDOWMENT WEALTH MANAGEMENT, INC.CRD 108652 · APPLETON, WI$609,222,636.00Regulatory AUM · August 2026
- ETF MODEL SOLUTIONS, LLCCRD 168410 · APPLETON, WI$18,115,702.00Regulatory AUM · August 2026
- GATEWAY WEALTH PARTNERS, LLCCRD 322789 · APPLETON, WI$2,278,835,584.00Regulatory AUM · August 2026
- ISECTORS, LLCCRD 147589 · APPLETON, WINot availableRegulatory AUM · August 2026
- KOM WEALTH MANAGEMENT GROUP, LLCCRD 142682 · APPLETON, WI$407,783,808.00Regulatory AUM · August 2026
- MCGLONE SUTTNER WEALTH MANAGEMENT, INC.CRD 149830 · APPLETON, WI$1,005,855,882.00Regulatory AUM · August 2026
- PROFESSIONAL FINANCIAL MANAGEMENT, INC.CRD 154016 · APPLETON, WI$115,520,555.00Regulatory AUM · August 2026
- STONEHAVEN WEALTH & TAX SOLUTIONS, LLCCRD 332731 · APPLETON, WI$168,219,428.00Regulatory AUM · August 2026
- SUMNICHT & ASSOCIATES, LLCCRD 111421 · APPLETON, WI$107,891,921.00Regulatory AUM · August 2026
- WINCH ADVISORY SERVICES, LLCCRD 110194 · APPLETON, WI$580,178,144.00Regulatory AUM · August 2026