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Best financial advisors in Mequon, WI

Registered advisers within 25 miles of Mequon, WI.

Offices
749
Firms
262
Combined AUM
$16.0T
Firm-wide filings, not assets booked only here
Clients
2.80M
2,795,767 clients when Item 5C has a number
Avg / client
$5.72M
Combined AUM ÷ clients

Nearby offices

Firms

THE KIECKHEFER GROUP
DENALI WEALTH MANAGEMENT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
REINHART PARTNERS, LLC
MADISON INVESTMENT ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
DEBUEY, LLC
CAPITAL MIDWEST ADVISORS III
CAPITAL MIDWEST ADVISORS II, LLC
FOREFRONT
RBC CAPITAL MARKETS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CHARLES SCHWAB & CO., INC.

Investors

ROBERT ALLISON KIECKHEFER
Evan Salmela
CARL ALLEN VALIMONT
JEFFREY ALLEN ROCHON
Mark Allyn Wierichs
Lane Dillon Valimont
Meghan Donnelly Slocum
Jason S Cherny
Samuel Aaron Cherny
GABRIEL IGNACIO TORRES
MICHAEL J. KELLY
James O'Reilly
Rachel Boylan
LOUIS JOSEPH HENNECK
MATTHEW TYLER MARTINEK
JOEL ARTHUR DYKMAN
JAMES EVERETT REINHART
Scott A Latzke
GREGORY PAUL SCHAUER
CHANDRA L HACKETT
MARK THOMAS FILLA
MICHAEL P FRANKS
Paula Ann Reinholtz
Erin M Schmidt
Jacqueline Sanchez Mora
DAVID ROBERT DEMORE
Justin J Weil
Andrew R. Johnson
Erik Knutson
Matthew Thomas Clinton
Kathleen Patricia Oberneder
SCOTT ELLIOT BERN
PAUL ERIC WESTPHAL
MICHELLE DAWN PLUMRIDGE
ARIS GEORGE BOFILES
LORI LYNN MAYER
TYLER RANDALL BRIGGS
JOHN ERIC LARSEN
Walter O Taylor
Julie Louise Niznansky
DONALD C SONSALLA
ROBIN LYNN REBARCHIK
PAULA STEPHANIE BURNS
DANA MICHELLE LARSEN
SUSAN LYNNE GOFFINEY-WALTON
Patrick McGraw
JOHN EDWARD LARSEN
WAYNE SPENCER FRANK
MELINDA AGNES WACKER
Blake Jalovec
WILLIAM GERARD MORSE
JUDITH K SCHULTZ
MICHAEL ALAN KRAMER
DANIEL JAY AIKEN
ANDREW MICHAEL WIZIARDE
JOSHUA PETER TRAUDT
DENNIS JAMES JOHNSON
SCOTT ALLEN MEASNER
DENISE MARIE KLEMENS
Robert David Lindner
SAMUEL J KIRK
KEVIN PATRICK GERARD
Jacob J Becker
Julie Ann Peterson
NINA ELISE KIRK
Jeffrey Keegan Schnoor
WILLIAM J KOEHLER
Maryanne Elise Zawlocki
MICHAEL JAMES DRISCOLL

Within 25 miles of Mequon, WI, Best Investors lists 262 registered investment advisory firms with 749 offices nearby, managing about $16.0T in combined regulatory AUM across 2,795,767 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Mequon

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM