Endowment Wealth Management
“They wisely advise us with legacy planning, personal and private equity investments and efficiently organize our myriad of personal information through their wealth portal.”
Best Financial Advisors in Appleton, WI
24 firms listed · all 24 in Appleton · 9 rated 4.5+
Data verified October 24, 2026
Book onlineBook
Avaii Wealth Management
“The Avaii Team always make me feel welcome and they are attentive to my questions and concerns.”
Planning Concepts
“She practices long term buy and hold investing by creating a diversified portfolio with high quality investments.”
Cornerstone Financial Group
“I would recommend Bo for your financial needs, as he is non-judgmental, personable and provides options based on what you want.”
Winch Financial
“My wife and I had a very pleasant and professional meeting with Sam Winch.”
Schleicher/Witz Financial
The 24 firms listed for Appleton, WI provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Appleton, WI
All 24 firms we list here are in Appleton itself. We have 36 firms in Appleton on file; this page shows the highest-rated 24. 14 of the firms on this page have a rating, from 4.0 to 5.0 across 69 reviews; 9 are rated 4.5 or higher. 2 have a BBB rating of A or A+. 14 have ten or more years of experience, the longest 34 years. 2 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 21 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Appleton offer a free first meeting?
2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Investment Designers
“Always a person to talk with when you have a question and always able to help at that time or they get back in a prompt and timely manner.”
Weier Wealth Management
“He always takes care of us and even comes to our house for appointments!”
Knuth Financial Life Planning
“Caring, smart people who treat clients as family!”
Kevin E. Rust, Evolution Wealth Management
“Kevin is very easy to talk to , he explains things so you can understand them , he listens to your specific concerns and plans .”
Dreyer Wealth Management
Private Wealth Management
Conceptual Financial Advisors
Provisions Wealth Planners
Marshall Wealth Management
McGlone Suttner Wealth Management
Sumnicht & Associates
Experienced Wealth Management
J A Huth Associates
Watters Financial Group
Modern Woodmen of America Regional Office
Stonehaven Wealth & Tax Solutions
Collar Capital
Sagemark Consulting Private Wealth Services
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
