Firms by city
Registered investment advisers in Green Bay, WI
7 SEC-registered advisers headquartered in Green Bay, listed by regulatory assets under management as reported on Form ADV.
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7 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Nicolet Advisory Services | Green Bay, WI | $4.29B |
| Kellogg Asset Management | Green Bay, WI | $2.86B |
| Packerland Brokerage Services | Green Bay, WI | $1.36B |
| Associated Investment Services | Green Bay, WI | $1.17B |
| Macco Financial Group | Green Bay, WI | $278M |
| KCD Financial | Green Bay, WI | $202M |
| Titletown Wealth Management | Green Bay, WI | $150M |
- Headquarters
- Green Bay, WI
- Regulatory AUM
- $4.29B
- Headquarters
- Green Bay, WI
- Regulatory AUM
- $2.86B
- Headquarters
- Green Bay, WI
- Regulatory AUM
- $1.36B
- Headquarters
- Green Bay, WI
- Regulatory AUM
- $1.17B
- Headquarters
- Green Bay, WI
- Regulatory AUM
- $278M
- Headquarters
- Green Bay, WI
- Regulatory AUM
- $202M
- Headquarters
- Green Bay, WI
- Regulatory AUM
- $150M
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 Green Bay 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.