N.E.W. Advisory Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in De Pere, WI.
Assets Under Management
$1.6B
Employees
23
Offices
4 offices
Total Clients
4,862
Primary office
DE PERE, WI
2200 DICKINSON ROAD, UNIT 17A, DE PERE, WI, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.6% of total clients.
Top client categories% of clientsClients
1
Individuals
88.6%
4,307
2
HNWI
11.0%
535
3
Corporations
0.4%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of March 31, 2026
Discretionary96.7%
$1.5B
97% of total RAUM96.7%
Non-discretionary3.3%
$52M
3% of total RAUM3.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.6B
Total Accounts9,375
10Y AUM Change+$1.6B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee211:1
10Y Employee Change+22 (+2200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.