City
Wealth management firms in Green Bay, Wisconsin
As of October 2, 2026, 14 wealth management firms, including broker-dealer firms, with their main office in Green Bay, Wisconsin reported $7.7 billion in regulatory assets under management; the largest by assets was Nicolet Wealth Management, with $4.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 14
- Regulatory assets under management
- $7.7 billion
- Average per firm
- $548.0 million
- SEC-registered, of those listed
- 6 of 14 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Nicolet Wealth Management Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $4.3 billion | 9,812 |
| 2 | Packerland Brokerage Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $1.4 billion | 6,993 |
| 3 | Associated Investment Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $1.2 billion | 5,422 |
| 4 | Macco Financial Group, Inc. | SEC | $277.8 million | 1,467 |
| 5 | KCD Financial, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $202.1 million | 1,259 |
| 6 | Titletown Wealth Management, LLC | SEC | $150.3 million | 731 |
| 7 | Melotte Financial Advisors | State | $97.6 million | 292 |
| 8 | Chambers Financial Group, LLC. | State | $56.2 million | 300 |
| 9 | Barington Capital Management, LLC | State | $47.0 million | 108 |
| 10 | Revise Capital LLC | State | $8.1 million | 12 |
| 11 | Onelegacy Advisors, LLC | State | $5.0 million | 29 |
| 12 | Rosales Wealth Management LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $5.0 million | 16 |
| 13 | Kopp Financial | State | $1.7 million | 17 |
| 14 | Epiphany Health & Wealth | State | $0 | 0 |
Wealth management firms 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.