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Best financial advisors in Appleton, WI

Registered advisers within 25 miles of Appleton, WI.

Offices
404
Firms
122
Combined AUM
$10.0T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,687,430 clients when Item 5C has a number
Avg / client
$3.72M
Combined AUM ÷ clients

Nearby offices

Firms

HARBOUR INVESTMENTS, INC.
EDWARD JONES
FREEDOM WEALTH LLC
PFS INVESTMENTS INC.
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO CLEARING SERVICES, LLC
PARK AVENUE SECURITIES LLC
FINANCIAL ADVISORY GROUP, INC.
LPL FINANCIAL LLC
WINCH FINANCIAL
CORNERSTONE FINANCIAL GROUP
WEALTHSPIRE ADVISORS
ANNEX WEALTH MANAGEMENT, LLC
GOALBRIDGE WEALTH MANAGEMENT, LLC

Investors

KEVIN JOHN TOBAK
KYLE THOMAS ST MARIE
KERRY LEE DAVIS
RANDALL FRANCIS SCHMITZ
Andrew Fleek
Jaime Scott Phillips
DAVID JOHN DONZE
ROGER CHARLES OTTO CLARK
Randall Robert OBright
DONALD J BERKEN
JAMES GERARD WEBER
AMANDA KAY LA BREC
Lidia E Panczyk
CHARLES E NELSON
ARLISS KAY WILKINSON
SEAN WILKINSON
MITCHELL R NONN
KRISTIN LEIGH SCHUMACHER
Tyler Kruepke
CHRISTOPHER JAMES SCHUMACHER
DANA JEAN FENILI
BRIAN M BOEHM
TRAVIS J WINDER
ROBERT LYLE SCHOELZEL
MATHEW JAMES VANDENBOOM
SAMUEL RONALD WINCH
ADAM ZACHARY WINCH
CHRISTIAN PETERSON
MATTHEW WILLIAM WEYERS
FREDERIC DAVID HUBLEY
CHRISTINA VIGNEC WINCH
ARNOLD R EICHHOF
TROY MICHAEL LEONARD
Bolan Michael Montgomery
Jesse Tyler Dunsmore
GUY MCCAULEY
KEVIN CHARLES KOSGARD
TAMMIE ELIZABETH LENZNER
MICHAEL PATRICK DONNAN
Thomas Richard Phillipsen
Benjamin Allen Johnson
Mitchell J Vanden Heuvel
Jeffrey David Daye
JOSEPH OLIVER MARTIN
TROY FREDRIC KEESLING
JAMIE MARIE Hanuszczak
Heather Joy Hilgenberg
Connor Thomas Zilisch
STACY MARIE GONNERING
JASON ASHLEY HANUSZCZAK
DAVID JOHN BUSS
RYAN MARK PAAPE
William Weber
Michelle Kay Yaniskivis
Jordan Klessig
Janett Ann Marie White
DANIEL PATRICK BEKX
CAMERON P SEIDL
DUSTIN MICHAEL GUBIN

Within 25 miles of Appleton, WI, Best Investors lists 122 registered investment advisory firms with 404 offices nearby, managing about $10.0T in combined regulatory AUM across 2,687,430 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Appleton

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM