Investment advisers in Mequon, WI
6 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Reinhart Partners, LLC | $2.47 billion | 16 | 0 |
| Spectrum Investment Advisors, Inc. | $1.06 billion | 27 | 0 |
| Richmond Investment Services LLC | $453.2 million | 22 | 0 |
| Beadell a D Investment Counsel Inc | $250.0 million | 2 | 0 |
| The Kieckhefer Group | $240.8 million | 3 | 0 |
| Denali Wealth Management, Inc. | $226.1 million | 6 | 0 |