Financial advisers in Mequon, WI
6 registered investment adviser firms in Mequon managing $4.7B in assets, based on public SEC Form ADV filings.
Reinhart Partners, LLC
Mequon, WI · Est. 1991
RegionalInternational
- AUM
- $2.5B
- Per adviser
- $412M
- Advisers
- 6
No reported disclosures
Spectrum Investment Advisors, INC.
Mequon, WI · Est. 1999
Local
- AUM
- $1.1B
- Per adviser
- $53M
- Advisers
- 20
No reported disclosures
Richmond Investment Services LLC
Mequon, WI · Est. 2024
Local
- AUM
- $453M
- Per adviser
- $32M
- Advisers
- 14
No reported disclosures
Beadell A D Investment Counsel INC
Mequon, WI · Est. 1975
Local
- AUM
- $250M
- Per adviser
- $125M
- Advisers
- 2
No reported disclosures
The Kieckhefer Group
Mequon, WI · Est. 2024
Local
- AUM
- $241M
- Per adviser
- $120M
- Advisers
- 2
No reported disclosures
Denali Wealth Management, INC.
Mequon, WI · Est. 2010
Local
- AUM
- $226M
- Per adviser
- $57M
- Advisers
- 4
No reported disclosures