Top 9 advisors in Appleton
We’ve curated a list of the best financial advisors in Appleton, take a look at it below
Find an advisor in Appleton1. Advisors' Pride Inc.
Assets under management
$1,176,646,484
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SOLICITOR FEES FROM OTHER REGISTERED INVESTMENT ADVISORS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
2. Gateway Wealth Partners, LLC
Assets under management
$1,049,081,138
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
3. Mcglone Suttner Wealth Management, Inc.
Assets under management
$549,050,926
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
4. Copper Harbor Investment Advisors, LLC
Assets under management
$485,000,000
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
5. Kerntke Otto Mcglone Wealth Management Group
Assets under management
$294,641,783
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
6. Sumnicht & Associates, LLC
Assets under management
$219,895,260
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
TRUST ADMINISTRATION FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Advice On Matters Not Involving Securities.
- Not sure which one to choose?Use our smart matching tool
7. The Appleton Group, LLC
Assets under management
$194,061,100
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
8. Collar Capital Management, LLC
Assets under management
$72,470,000
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
9. Cornerstone Financial Planning, Inc.
Assets under management
$44,934,158
Fee structure
A percentage of assets under your management
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
How we came up with this list
To generate our top financial advisors list in Appleton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Appleton. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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