Falists

Wisconsin · 24 advisers

Financial Advisors in Appleton, Wisconsin

Looking for a financial advisor in Appleton, Wisconsin? Falists indexes 24 SEC-registered and state-registered investment advisers in Appleton — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 24 firms list a website you can visit directly. Firms in this directory manage up to $2.28B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

24

With website

24

Largest AUM

$2.28B

Financial planning

20

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth22Planning20Trusts21Retirement12Institutional8

Top advisors in Appleton

Ranked by AUM · Fees, team & specialties at a glance

View all 24 →

WINCH FINANCIAL

Appleton, WI

AUM

$580.2M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

17 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

920-739-8577

Full profileVisit site →

More cities in Wisconsin

Milwaukee (72)Madison (57)Brookfield (19)Mequon (15)Green Bay (13)Middleton (9)Waukesha (8)Wausau (7)West Bend (6)Delafield (5)Elm Grove (5)La Crosse (4)

Common questions

How many financial advisors are in Appleton, Wisconsin?
24 registered investment advisers are listed in our Appleton directory, sourced from public SEC filings.
What types of advisors are in Appleton?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Appleton?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.