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Top RIA Firms in Mequon, Wisconsin

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Mequon, Wisconsin. This hub covers 6 matching firms with $4.7B in total reported AUM and median AUM of $351.6M.

Firms

Matching current profiles

Total AUM

$4.7B

Reported regulatory AUM

Median AUM

$351.6M

Across firms with AUM

Largest firm

$2.5B

Reinhart Partners, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Reinhart Partners, LLC CRD 106432 · Limited Liability Company	MEQUON, WI	$2.5B May 2026	+$558.5M+29.2%	+$857.3M+53.1%	-$3.7B-59.9%	-$1.3B-35.2%	-3 employees-15.8% over 3Y	-73 accounts-25.2% over 3Y
2. Spectrum Investment Advisors, INC. CRD 108669 · Corporation	MEQUON, WI	$1.1B Mar 2026	+$214.9M+25.3%	+$397.0M+59.5%	+$701.0M+192.8%	+$1.0B+2838.3%	+4 employees+17.4% over 3Y	+246 accounts+29.1% over 3Y
3. Richmond Investment Services LLC CRD 327451 · Limited Liability Company	MEQUON, WI	$453.2M Mar 2026	+$87.4M+23.9%	—	—	+$92.9M+25.8%	+3 employees+30.0% over 1Y	+183 accounts+14.6% over 1Y
4. Beadell A D Investment Counsel INC CRD 106946 · Corporation	MEQUON, WI	$250.0M Feb 2026	+$66.1M+35.9%	+$33.5M+15.5%	+$54.9M+28.2%	+$82.0M+48.8%	0 employees+0.0% over 3Y	+25 accounts+23.8% over 3Y
5. The Kieckhefer Group CRD 331128 · Limited Liability Company	MEQUON, WI	$240.8M Jan 2026	+$72.8M+43.3%	—	—	+$72.8M+43.3%	+1 employees+50.0% over 1Y	+10 accounts+7.2% over 1Y
6. Denali Wealth Management, INC. CRD 153323 · Corporation	MEQUON, WI	$226.1M Mar 2026	+$43.2M+23.6%	+$15.9M+7.6%	+$132.7M+142.0%	+$133.6M+144.3%	-2 employees-25.0% over 3Y	+29 accounts+7.5% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.