Best Financial Advisors in APPLETON, Wisconsin
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in APPLETON
WINCH FINANCIAL
APPLETON, WI · Since 1998
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
APPLETON, WI · Since 2018
COLLAR CAPITAL MANAGEMENT, LLC
APPLETON, WI · Since 2024
PROFESSIONAL FINANCIAL MANAGEMENT, INC.
APPLETON, WI · Since 2026
ETF MODEL SOLUTIONS, LLC
APPLETON, WI · Since 2015
COPPER HARBOR INVESTMENT ADVISORS, LLC
APPLETON, WI · Since 2015
AVAII WEALTH MANAGEMENT, LLC
APPLETON, WI · Since 2018
GATEWAY WEALTH PARTNERS, LLC
APPLETON, WI · Since 2022
CORNERSTONE FINANCIAL GROUP
APPLETON, WI · Since 2023
STONEHAVEN WEALTH & TAX SOLUTIONS
APPLETON, WI · Since 2024
ENDOWMENT WEALTH MANAGEMENT, INC.
APPLETON, WI · Since 2018
SUMNICHT & ASSOCIATES, LLC
APPLETON, WI · Since 2001
KOM WEALTH MANAGEMENT GROUP, LLC
APPLETON, WI · Since 2007
ISECTORS, LLC
APPLETON, WI · Since 2008
CONCEPTUAL FINANCIAL ADVISORS, LLC
APPLETON, WI · Since 2022
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.