Firms by city
Registered investment advisers in Appleton, WI
13 SEC-registered advisers headquartered in Appleton, listed by regulatory assets under management as reported on Form ADV.
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13 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Gateway Wealth Partners | Appleton, WI | $2.28B |
| McGlone Suttner Wealth Management | Appleton, WI | $1.01B |
| Copper Harbor Investment Advisors | Appleton, WI | $805M |
| Endowment Wealth Management | Appleton, WI | $609M |
| Avaii Wealth Management | Appleton, WI | $603M |
| Winch Advisory Services | Appleton, WI | $580M |
| KOM Wealth Management Group | Appleton, WI | $408M |
| Cornerstone Enterprises | Appleton, WI | $220M |
| Conceptual Financial Advisors | Appleton, WI | $190M |
| Collar Capital Management | Appleton, WI | $176M |
| Stonehaven Wealth & Tax Solutions | Appleton, WI | $168M |
| Professional Financial Management | Appleton, WI | $116M |
| Sumnicht & Associates | Appleton, WI | $108M |
- Headquarters
- Appleton, WI
- Regulatory AUM
- $2.28B
- Headquarters
- Appleton, WI
- Regulatory AUM
- $1.01B
- Headquarters
- Appleton, WI
- Regulatory AUM
- $805M
- Headquarters
- Appleton, WI
- Regulatory AUM
- $609M
- Headquarters
- Appleton, WI
- Regulatory AUM
- $603M
- Headquarters
- Appleton, WI
- Regulatory AUM
- $580M
- Headquarters
- Appleton, WI
- Regulatory AUM
- $408M
- Headquarters
- Appleton, WI
- Regulatory AUM
- $220M
- Headquarters
- Appleton, WI
- Regulatory AUM
- $190M
- Headquarters
- Appleton, WI
- Regulatory AUM
- $176M
- Headquarters
- Appleton, WI
- Regulatory AUM
- $168M
- Headquarters
- Appleton, WI
- Regulatory AUM
- $116M
- Headquarters
- Appleton, WI
- Regulatory AUM
- $108M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Appleton on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Wisconsin.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.