City
Independent RIAs in Green Bay, Wisconsin
As of October 2, 2026, 9 independent wealth management RIAs with their main office in Green Bay, Wisconsin reported $643.6 million in regulatory assets under management; the largest by assets was Macco Financial Group, Inc., with $277.8 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 9
- Regulatory assets under management
- $643.6 million
- Average per firm
- $71.5 million
- SEC-registered, of those listed
- 2 of 9 (22.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Macco Financial Group, Inc. | SEC | $277.8 million | 1,467 |
| 2 | Titletown Wealth Management, LLC | SEC | $150.3 million | 731 |
| 3 | Melotte Financial Advisors | State | $97.6 million | 292 |
| 4 | Chambers Financial Group, LLC. | State | $56.2 million | 300 |
| 5 | Barington Capital Management, LLC | State | $47.0 million | 108 |
| 6 | Revise Capital LLC | State | $8.1 million | 12 |
| 7 | Onelegacy Advisors, LLC | State | $5.0 million | 29 |
| 8 | Kopp Financial | State | $1.7 million | 17 |
| 9 | Epiphany Health & Wealth | State | $0 | 0 |
Independent RIAs in Wisconsin, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.