RIAs in Mequon, Wisconsin
Explore 6 RIAs headquartered in Mequon, with $5B in combined reported AUM.
RIAs6Headquartered here
Total AUM$5BReported regulatory AUM
Total Employees76Reported by these RIAs
% of Total State AUM0.4%% Of total State AUM Reported
All RIAs in Mequon
6 RIAsShowing 1–6 of 6 RIAs
Reinhart Partners, LLC
MEQUON, WIReported AUM$2.5B
Employees16
49.5% of city AUMView RIA ↗
Spectrum Investment Advisors, Inc.
MEQUON, WIReported AUM$1.1B
Employees27
21.3% of city AUMView RIA ↗
Richmond Investment Services LLC
MEQUON, WIReported AUM$742M
Employees22
14.9% of city AUMView RIA ↗
Beadell A D Investment Counsel Inc
MEQUON, WIReported AUM$250M
Employees2
5.0% of city AUMView RIA ↗
The Kieckhefer Group
MEQUON, WIReported AUM$240.8M
Employees3
4.8% of city AUMView RIA ↗
Denali Wealth Management, Inc.
MEQUON, WIReported AUM$226.1M
Employees6
4.5% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.