RIAs in Appleton, Wisconsin
Explore 15 RIAs headquartered in Appleton, with $7.6B in combined reported AUM.
RIAs15Headquartered here
Total AUM$7.6BReported regulatory AUM
Total Employees202Reported by these RIAs
% of Total State AUM0.6%% Of total State AUM Reported
All RIAs in Appleton
15 RIAsShowing 1–15 of 15 RIAs
Gateway Wealth Partners, LLC
APPLETON, WIReported AUM$2.3B
Employees83
30.0% of city AUMView RIA ↗
Mcglone Suttner Wealth Management, Inc.
APPLETON, WIReported AUM$1B
Employees15
13.2% of city AUMView RIA ↗
Copper Harbor Investment Advisors, LLC
APPLETON, WIReported AUM$805M
Employees6
10.6% of city AUMView RIA ↗
Endowment Wealth Management, Inc.
APPLETON, WIReported AUM$609.2M
Employees14
8.0% of city AUMView RIA ↗
Avaii Wealth Management, LLC
APPLETON, WIReported AUM$602.8M
Employees18
7.9% of city AUMView RIA ↗
Winch Financial
APPLETON, WIReported AUM$580.2M
Employees18
7.6% of city AUMView RIA ↗
Kom Wealth Management Group, LLC
APPLETON, WIReported AUM$407.8M
Employees7
5.4% of city AUMView RIA ↗
Duell Financial Strategies
APPLETON, WIReported AUM$319.2M
Employees4
4.2% of city AUMView RIA ↗
Cornerstone Financial Group
APPLETON, WIReported AUM$220.2M
Employees5
2.9% of city AUMView RIA ↗
Conceptual Financial Advisors, LLC
APPLETON, WIReported AUM$189.9M
Employees4
2.5% of city AUMView RIA ↗
Collar Capital Management, LLC
APPLETON, WIReported AUM$176.3M
Employees3
2.3% of city AUMView RIA ↗
Stonehaven Wealth & Tax Solutions
APPLETON, WIReported AUM$168.2M
Employees3
2.2% of city AUMView RIA ↗
Professional Financial Management, Inc.
APPLETON, WIReported AUM$115.5M
Employees5
1.5% of city AUMView RIA ↗
Sumnicht & Associates, LLC
APPLETON, WIReported AUM$107.9M
Employees3
1.4% of city AUMView RIA ↗
Etf Model Solutions, LLC
APPLETON, WIReported AUM$18.1M
Employees14
0.2% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.