Best Financial Advisors in APPLETON, Wisconsin
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in APPLETON
WINCH FINANCIAL
APPLETON, WI · Since 1998
GATEWAY WEALTH PARTNERS, LLC
APPLETON, WI · Since 2022
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
APPLETON, WI · Since 2018
COPPER HARBOR INVESTMENT ADVISORS, LLC
APPLETON, WI · Since 2015
ETF MODEL SOLUTIONS, LLC
APPLETON, WI · Since 2015
AVAII WEALTH MANAGEMENT, LLC
APPLETON, WI · Since 2018
CORNERSTONE FINANCIAL GROUP
APPLETON, WI · Since 2023
COLLAR CAPITAL MANAGEMENT, LLC
APPLETON, WI · Since 2024
STONEHAVEN WEALTH & TAX SOLUTIONS
APPLETON, WI · Since 2024
PROFESSIONAL FINANCIAL MANAGEMENT, INC.
APPLETON, WI · Since 2026
SUMNICHT & ASSOCIATES, LLC
APPLETON, WI · Since 2001
ISECTORS, LLC
APPLETON, WI · Since 2008
KOM WEALTH MANAGEMENT GROUP, LLC
APPLETON, WI · Since 2007
ENDOWMENT WEALTH MANAGEMENT, INC.
APPLETON, WI · Since 2018
CONCEPTUAL FINANCIAL ADVISORS, LLC
APPLETON, WI · Since 2022
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in APPLETON?
The median advisory fee in APPLETON, WI is 0.95% of assets under management per year, based on Form ADV filings from 15 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.