Wisconsin · 3 advisers
Financial Advisors in Neenah, Wisconsin
Looking for a financial advisor in Neenah, Wisconsin? Falists indexes 3 SEC-registered and state-registered investment advisers in Neenah — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $3.35B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$3.35B
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Neenah
Ranked by AUM · Fees, team & specialties at a glance
NORTH STAR ASSET MANAGEMENT INC
Neenah, WI
AUM
$3.35B
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM
920-729-7900
AUM
$1.76B
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
920-727-1137
NORTH SHORE INVESTMENT ADVISORS, LLC
Neenah, WI
AUM
$18.0M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
920-886-0505
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Common questions
- How many financial advisors are in Neenah, Wisconsin?
- 3 registered investment advisers are listed in our Neenah directory, sourced from public SEC filings.
- What types of advisors are in Neenah?
- 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 Neenah?
- 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.