RIAs in Green Bay, Wisconsin
Explore 7 RIAs headquartered in Green Bay, with $10.3B in combined reported AUM.
RIAs7Headquartered here
Total AUM$10.3BReported regulatory AUM
Total Employees501Reported by these RIAs
% of Total State AUM0.8%% Of total State AUM Reported
All RIAs in Green Bay
7 RIAsShowing 1–7 of 7 RIAs
Nicolet Wealth Management
GREEN BAY, WIReported AUM$4.3B
Employees75
41.6% of city AUMView RIA ↗
Kellogg Asset Management, LLC
GREEN BAY, WIReported AUM$2.9B
Employees9
27.7% of city AUMView RIA ↗
Packerland Brokerage Services, Inc.
GREEN BAY, WIReported AUM$1.4B
Employees318
13.2% of city AUMView RIA ↗
Associated Investment Services, Inc.
GREEN BAY, WIReported AUM$1.2B
Employees60
11.3% of city AUMView RIA ↗
Macco Financial Group, Inc.
GREEN BAY, WIReported AUM$277.8M
Employees8
2.7% of city AUMView RIA ↗
Kcd Financial, Inc.
GREEN BAY, WIReported AUM$202.1M
Employees29
2.0% of city AUMView RIA ↗
Titletown Wealth Management, LLC
GREEN BAY, WIReported AUM$150.3M
Employees2
1.5% 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.