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Top 3 financial advisor firms in Green Bay

3 SEC-registered financial advisor firms are headquartered in Green Bay, WI, with $4.72B in combined regulatory assets under management. The largest by assets are Nicolet Advisory Services ($4.29B), Macco Financial Group ($278M) and Titletown Wealth Management ($150M).

3
Financial advisor firms
$4.72B
Their combined AUM
$278M
Median firm AUM
4,630
Clients of the top 3

The 3 largest by assets

  1. 1
    Nicolet Advisory Services

    RIA

    $4.29B

  2. 2
    Macco Financial Group

    RIA

    $278M

  3. 3
    Titletown Wealth Management

    RIA

    $150M

Profiles of the top 3

No. 1 · RIA

Nicolet Advisory Services

Nicolet Advisory Services is an investment adviser based in Green Bay, WI, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, banking or thrift institutions and individual clients. Its regulatory assets under management total $4.29 billion, as filed on 31 March 2026.

Nicolet Advisory Services charges 0.40%–1.25% a year for its Wrap Fee Program.

Regulatory AUM
$4.29B
Clients
3,849
Advisory staff
45
Fee schedule
0.40% to 1.25% a year
Custodians
Charles Schwab, Fifth Third Bank
Headquarters
111 N. Washington Street, Green Bay, WI 54301
Phone
920-430-1400
Website
nicoletbank.com

No. 2 · RIA

Macco Financial Group

Macco Financial Group is an investment adviser based in Green Bay, WI, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $278 million, as filed on 25 February 2026.

Regulatory AUM
$278M
Clients
322
Advisory staff
4
Founded
2005
Custodians
Raymond James
Headquarters
1138 Main Street, Green Bay, WI 54301
Phone
920-617-6830
Website
maccofinancial.com

No. 3 · RIA

Titletown Wealth Management

Titletown Wealth Management is an investment adviser based in Green Bay, WI, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $150 million, as filed on 9 February 2026.

Titletown Wealth Management charges 0.75%–1.50% a year for its Asset Management.

Regulatory AUM
$150M
Clients
459
Advisory staff
2
Fee schedule
0.75% to 1.50% a year
Custodians
Charles Schwab, LPL Financial
Headquarters
1221 Bellevue Street, Suite 102, Green Bay, WI 54302
Phone
920-468-7443
Website
titletownwm.com

Questions about financial advisors in Green Bay

How many financial advisor firms are headquartered in Green Bay?

3 SEC-registered financial advisor firms report their principal office in Green Bay, WI, managing $4.72B in regulatory assets between them. The other 4 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Green Bay?

Nicolet Advisory Services, with $4.29B in regulatory assets under management on its latest Form ADV. The next largest are Macco Financial Group ($278M) and Titletown Wealth Management ($150M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Green Bay?

The median firm manages $278M in regulatory assets. That is the midpoint of the 3 firms headquartered in Green Bay.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Green Bay?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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