Real Reviews · Appleton
Top-Reviewed Financial Advisors in Appleton, WI
What are customers actually saying? Read verified reviews for financial advisors in Appleton — every rating is from a real customer.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Appleton, WI by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Avaii Wealth Management with a 5.0-star rating from 99 Google reviews and an RNM Score of 83/100. Also in the top tier: McGlone Suttner Wealth Management and Watermark Financial Services Inc. The average rating across all listed financial advisors in Appleton is 4.9 stars from 15 reviews per business on average.
Financial advisors in Appleton typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Provisions Wealth Planners
Provisions Wealth Planners stands out as the top-ranked advisor in Appleton due to its strong reputation for comprehensive financial planning and client-focused service.
Most Reviewed
Watermark Financial Services Inc
A high review count indicates broad client experience and trust, which can help you gauge the firm's consistency and reliability.
When choosing a financial advisor in Appleton, consider both the number of reviews and the quality of feedback, and schedule initial consultations to ensure their approach aligns with your financial goals.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
15
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 5.0 stars from 99 Google reviews, this Appleton financial advisor is highly trusted.
2101 N Casaloma Dr, Appleton, WI 54913, USA5.0 stars from 64 reviews, reflecting exceptional client trust in Appleton.
3501 E Evergreen Dr Suite A, Appleton, WI 54913, USA5.0 stars from 45 reviews, reflecting exceptional client satisfaction in Appleton.
2555 E Calumet St, Appleton, WI 54915, USAFinancial Advisors Rankings in Appleton, WI
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Avaii Wealth Management2101 N Casaloma Dr, Appleton, WI 54913, USA | 5.0★ | 99 |
| #2 | McGlone Suttner Wealth Management3501 E Evergreen Dr Suite A, Appleton, WI 54913, USA | 5.0★ | 64 |
| #3 | Watermark Financial Services Inc2555 E Calumet St, Appleton, WI 54915, USA | 5.0★ | 45 |
| #4 | Threshold Financial Partners - Ameriprise Financial Services, LLC2212 E Evergreen Dr, Appleton, WI 54913, USA | 5.0★ | 2 |
| #5 | Cornerstone Financial Group158 E Northland Ave, Appleton, WI 54911, USA | 4.4★ | 7 |
| #6 | Winch Financial424 E Wisconsin Ave, Appleton, WI 54911, USA | 5.0★ | 6 |
| #7 | Endowment Wealth Management, Inc.W6272 Communication Ct, Appleton, WI 54914, USA | 4.3★ | 6 |
| #8 | Knuth Financial Life Planning425 W Water St Suite 110, Appleton, WI 54911, USA | 5.0★ | 5 |
| #9 | Conceptual Financial Advisors, LLC2561 E Calumet St, Appleton, WI 54915, USA | 5.0★ | 2 |
| #10 | Investment Designers, Inc4311 N Lightning Dr # 2, Appleton, WI 54913, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Appleton
Exceptional 5.0-star rating from early client reviews in Appleton.
2212 E Evergreen Dr, Appleton, WI 54913, USA
Consistently rated 4.4 stars across 7 Google reviews from local clients.
158 E Northland Ave, Appleton, WI 54911, USA
Exceptional 5.0-star rating from six Google reviews in Appleton, WI.
424 E Wisconsin Ave, Appleton, WI 54911, USA
Earns a solid 4.3-star rating from a handful of local reviews.
W6272 Communication Ct, Appleton, WI 54914, USA
Consistently earns a perfect 5.0-star rating from its first five Google reviews.
425 W Water St Suite 110, Appleton, WI 54911, USA
Rated 5.0 stars from 2 reviews, this Appleton financial advisor is highly regarded.
2561 E Calumet St, Appleton, WI 54915, USA
Rated 5.0 stars from two Google reviews in Appleton, WI.
4311 N Lightning Dr # 2, Appleton, WI 54913, USA
5.0 stars from 2 Google reviews, perfect for initial financial guidance.
W6228 Communication Ct, Appleton, WI 54914, USA
5.0 stars from a handful of Google reviews.
540 S Westland Dr, Appleton, WI 54914, USA
5.0-star rating based on a few Google reviews from clients.
N 120 Main St Suite B, Appleton, WI 54915, USA
Rated 5.0 stars from a handful of Google reviews in Appleton.
161 Riverheath Way Suite 2400, Appleton, WI 54915, USA
Exceptional 5.0-star rating based on a small number of Google reviews.
100 W Lawrence St Ste 419, Appleton, WI 54911, USA
Rated 5.0 stars by a handful of local clients in Appleton.
831 W Northland Ave, Appleton, WI 54914, USA
New to Google, this Appleton financial advisor has no reviews yet.
W6184 Aerotech Dr, Appleton, WI 54914, USA
New to Google reviews, this Appleton financial advisor has no client ratings yet.
4321 W College Ave #200, Appleton, WI 54914, USA
A perfect 5.0-star rating from two Google reviewers in Appleton.
100 W Lawrence St UNIT 304, Appleton, WI 54911, USA
Top-rated Appleton financial advisor with a perfect 5.0-star rating from 22 reviews.
5107 N Ballard Rd Suite 200, Appleton, WI 54913, USA
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Financial Advisors in Appleton, WI — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Avaii Wealth Management | 83/100 | 5.0 ★ | 99 |
| 2 | McGlone Suttner Wealth Management | 81/100 | 5.0 ★ | 64 |
| 3 | Watermark Financial Services Inc | 79/100 | 5.0 ★ | 45 |
| 4 | Threshold Financial Partners - Ameriprise Financial Services, LLC | 64/100 | 5.0 ★ | 2 |
| 5 | Cornerstone Financial Group | 59/100 | 4.4 ★ | 7 |
| 6 | Winch Financial | 69/100 | 5.0 ★ | 6 |
| 7 | Endowment Wealth Management, Inc. | 57/100 | 4.3 ★ | 6 |
| 8 | Knuth Financial Life Planning | 68/100 | 5.0 ★ | 5 |
| 9 | Conceptual Financial Advisors, LLC | 64/100 | 5.0 ★ | 2 |
| 10 | Investment Designers, Inc | 64/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Appleton
What is a fiduciary financial advisor and why does it matter in Appleton?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Appleton, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Appleton?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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