City
Wealth management firms in Mequon, Wisconsin
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, with their main office in Mequon, Wisconsin reported $1.6 billion in regulatory assets under management; the largest by assets was Richmond Investment Services LLC, with $453.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $1.6 billion
- Average per firm
- $124.7 million
- SEC-registered, of those listed
- 5 of 13 (38.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Richmond Investment Services LLC | SEC | $453.2 million | 1,438 |
| 2 | Grant Koehler & Levin Ltd. | SEC | $289.4 million | 195 |
| 3 | Beadell A D Investment Counsel Inc | SEC | $250.0 million | 130 |
| 4 | The Kieckhefer Group | SEC | $240.8 million | 148 |
| 5 | Denali Wealth Management, Inc. | SEC | $226.1 million | 417 |
| 6 | Summit Financial Management LLC | State | $65.0 million | 230 |
| 7 | Gallatin Financial Advisors, LLC | State | $47.7 million | 197 |
| 8 | Diversified Capital Wealth Management, LLC | State | $20.0 million | 100 |
| 9 | Bruce Wood Capital, LLC | State | $14.7 million | 21 |
| 10 | McDevitt & Bird Investment Management Co | State | $8.9 million | 14 |
| 11 | Christiansen Asset Management LLC | State | $5.4 million | 30 |
| 12 | FOUNDER360° Family Office | State | $0 | 0 |
| 13 | Gentian Financial, Inc. | State | $0 | 0 |
Wealth management firms in Wisconsin, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.