Falists

Wisconsin · 13 advisers

Financial Advisors in Green Bay, Wisconsin

Looking for a financial advisor in Green Bay, Wisconsin? Falists indexes 13 SEC-registered and state-registered investment advisers in Green Bay — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 12 firms list a website you can visit directly. Firms in this directory manage up to $4.29B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

13

With website

12

Largest AUM

$4.29B

Financial planning

8

Filter by specialty

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

AllWealth11Planning8Trusts10Retirement2Institutional4

Top advisors in Green Bay

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

View all 13 →

More cities in Wisconsin

Milwaukee (72)Madison (57)Appleton (24)Brookfield (19)Mequon (15)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 Green Bay, Wisconsin?
13 registered investment advisers are listed in our Green Bay directory, sourced from public SEC filings.
What types of advisors are in Green Bay?
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 Green Bay?
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.