Firms by city
Registered investment advisers in Mequon, WI
6 SEC-registered advisers headquartered in Mequon, listed by regulatory assets under management as reported on Form ADV.
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6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Reinhart Partners | Mequon, WI | $2.47B |
| Spectrum Investment Advisors | Mequon, WI | $1.06B |
| Richmond Investment Services | Mequon, WI | $453M |
| Beadell A D Investment Counsel | Mequon, WI | $250M |
| The Kieckhefer Group | Mequon, WI | $241M |
| Denali Wealth Management | Mequon, WI | $226M |
- Headquarters
- Mequon, WI
- Regulatory AUM
- $2.47B
- Headquarters
- Mequon, WI
- Regulatory AUM
- $1.06B
- Headquarters
- Mequon, WI
- Regulatory AUM
- $453M
- Headquarters
- Mequon, WI
- Regulatory AUM
- $250M
- Headquarters
- Mequon, WI
- Regulatory AUM
- $241M
- Headquarters
- Mequon, WI
- Regulatory AUM
- $226M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Mequon on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Wisconsin.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.