# Financial advisors for high-net-worth individuals in Green Bay, WI

> AdvisorCensus lists 17 investment advisory firms with a principal office in the Green Bay metro area that report high-net-worth individuals among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/wi/green-bay/for-high-net-worth-individuals

## At a glance

- Investment advisory firms: 17
- Registration: SEC-registered investment adviser: 9, State-registered investment adviser: 8
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 7 (41%); Percentage of assets 16 (94%); Hourly charges 5 (29%); Fixed fees 9 (53%); Commissions 1 (6%); Other 1 (6%)
- Regulatory assets under management (Item 5.F): Under $25 million 3 (18%); $25 million to $100 million 5 (29%); $100 million to $500 million 5 (29%); $1 billion to $5 billion 4 (24%)
- Years registered: Under 5 years 7 (41%); 5 to 9 years 5 (29%); 10 to 19 years 5 (29%)

## Firms (page 1 of 1, 1 to 17 of 17, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Associated Investment Services, Inc.](https://advisorcensus.com/firm/associated-investment-services-inc-green-bay-wi-1464) ([md](https://advisorcensus.com/firm/associated-investment-services-inc-green-bay-wi-1464.md)) | 1464 | Green Bay, WI | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets |
| [Barington Capital Management, LLC](https://advisorcensus.com/firm/barington-capital-management-llc-green-bay-wi-282826) ([md](https://advisorcensus.com/firm/barington-capital-management-llc-green-bay-wi-282826.md)) | 282826 | Green Bay, WI | State-registered investment adviser | $25 million to $100 million | 10 | % of assets |
| [Chambers Financial Group, LLC.](https://advisorcensus.com/firm/chambers-financial-group-llc-green-bay-wi-293191) ([md](https://advisorcensus.com/firm/chambers-financial-group-llc-green-bay-wi-293191.md)) | 293191 | Green Bay, WI | State-registered investment adviser | $25 million to $100 million | 8 | % of assets |
| [Cornerstone Financial Consulting, LLC](https://advisorcensus.com/firm/cornerstone-financial-consulting-llc-depere-wi-317183) ([md](https://advisorcensus.com/firm/cornerstone-financial-consulting-llc-depere-wi-317183.md)) | 317183 | Depere, WI | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [KCD Financial, Inc.](https://advisorcensus.com/firm/kcd-financial-inc-green-bay-wi-127473) ([md](https://advisorcensus.com/firm/kcd-financial-inc-green-bay-wi-127473.md)) | 127473 | Green Bay, WI | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee, Other |
| [LNB Financial LLC](https://advisorcensus.com/firm/lnb-financial-llc-casco-wi-338173) ([md](https://advisorcensus.com/firm/lnb-financial-llc-casco-wi-338173.md)) | 338173 | Casco, WI | State-registered investment adviser | $25 million to $100 million | 0 | % of assets |
| [Macco Financial Group, Inc.](https://advisorcensus.com/firm/macco-financial-group-inc-green-bay-wi-337398) ([md](https://advisorcensus.com/firm/macco-financial-group-inc-green-bay-wi-337398.md)) | 337398 | Green Bay, WI | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Melotte Financial Advisors](https://advisorcensus.com/firm/melotte-financial-advisors-green-bay-wi-286218) ([md](https://advisorcensus.com/firm/melotte-financial-advisors-green-bay-wi-286218.md)) | 286218 | Green Bay, WI | State-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [N.E.W. Advisory Services, LLC](https://advisorcensus.com/firm/n-e-w-advisory-services-llc-de-pere-wi-290405) ([md](https://advisorcensus.com/firm/n-e-w-advisory-services-llc-de-pere-wi-290405.md)) | 290405 | De Pere, WI | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Fixed fee, Commissions |
| [Nicolet Wealth Management](https://advisorcensus.com/firm/nicolet-wealth-management-green-bay-wi-283940) ([md](https://advisorcensus.com/firm/nicolet-wealth-management-green-bay-wi-283940.md)) | 283940 | Green Bay, WI | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets |
| [Onelegacy Advisors, LLC](https://advisorcensus.com/firm/onelegacy-advisors-llc-green-bay-wi-328926) ([md](https://advisorcensus.com/firm/onelegacy-advisors-llc-green-bay-wi-328926.md)) | 328926 | Green Bay, WI | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Packerland Brokerage Services, Inc.](https://advisorcensus.com/firm/packerland-brokerage-services-inc-green-bay-wi-37031) ([md](https://advisorcensus.com/firm/packerland-brokerage-services-inc-green-bay-wi-37031.md)) | 37031 | Green Bay, WI | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Hourly, Fixed fee |
| [RB Investment Management Inc.](https://advisorcensus.com/firm/rb-investment-management-inc-little-suamico-wi-318967) ([md](https://advisorcensus.com/firm/rb-investment-management-inc-little-suamico-wi-318967.md)) | 318967 | Little Suamico, WI | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Titletown Wealth Management, LLC](https://advisorcensus.com/firm/titletown-wealth-management-llc-green-bay-wi-307752) ([md](https://advisorcensus.com/firm/titletown-wealth-management-llc-green-bay-wi-307752.md)) | 307752 | Green Bay, WI | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Transform Retirement](https://advisorcensus.com/firm/transform-retirement-green-bay-wi-317252) ([md](https://advisorcensus.com/firm/transform-retirement-green-bay-wi-317252.md)) | 317252 | Green Bay, WI | State-registered investment adviser | Under $25 million | 4 | Hourly, Fixed fee |
| [Verus Wealth Management](https://advisorcensus.com/firm/verus-wealth-management-de-pere-wi-323130) ([md](https://advisorcensus.com/firm/verus-wealth-management-de-pere-wi-323130.md)) | 323130 | De Pere, WI | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Vestura, LLC](https://advisorcensus.com/firm/vestura-llc-hobart-wi-142926) ([md](https://advisorcensus.com/firm/vestura-llc-hobart-wi-142926.md)) | 142926 | Hobart, WI | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets |

## Questions people ask

**Which financial advisors in Green Bay, WI work with high-net-worth individuals?**
17 investment advisory firms with a principal office in the Green Bay metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Green Bay, WI?**
AdvisorCensus lists 22 investment advisory firms with a principal office in the Green Bay metro area, from Form ADV filings as of October 2026: 11 SEC-registered, 8 state-registered, and 3 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Green Bay, WI?**
8 of the 22 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Green Bay, WI offer financial planning?**
14 of the 19 firms in Green Bay, WI that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Green Bay, WI fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 8 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in Wisconsin](https://advisorcensus.com/advisors/wi) (https://advisorcensus.com/advisors/wi.md)
- [Financial advisors in Green Bay, WI](https://advisorcensus.com/advisors/wi/green-bay) (https://advisorcensus.com/advisors/wi/green-bay.md)
- [Fee-only financial advisors in Green Bay, WI](https://advisorcensus.com/advisors/wi/green-bay/fee-only) (https://advisorcensus.com/advisors/wi/green-bay/fee-only.md)
- [Flat-fee financial advisors in Green Bay, WI](https://advisorcensus.com/advisors/wi/green-bay/flat-fee) (https://advisorcensus.com/advisors/wi/green-bay/flat-fee.md)
- [Hourly financial advisors in Green Bay, WI](https://advisorcensus.com/advisors/wi/green-bay/hourly) (https://advisorcensus.com/advisors/wi/green-bay/hourly.md)
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Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in Green Bay, WI: 17 firms from Form ADV filings as of October 2026.