Wisconsin · 3 advisers
Financial Advisors in De Pere, Wisconsin
Looking for a financial advisor in De Pere, Wisconsin? Falists indexes 3 SEC-registered and state-registered investment advisers in De Pere — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $1.60B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$1.60B
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in De Pere
Ranked by AUM · Fees, team & specialties at a glance
N.E.W. ADVISORY SERVICES, LLC
De Pere, WI
AUM
$1.60B
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
920-712-7800
VERUS WEALTH MANAGEMENT
De Pere, WI
AUM
$143.1M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
920-328-0793
ANTHONY CAPITAL MANAGEMENT, LLC
De Pere, WI
AUM
$37.9M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(561) 371-1303
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Common questions
- How many financial advisors are in De Pere, Wisconsin?
- 3 registered investment advisers are listed in our De Pere directory, sourced from public SEC filings.
- What types of advisors are in De Pere?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in De Pere?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.