Best Financial Advisors in MEQUON, Wisconsin
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
6
Registered Firms
0.95%
Median Fee
of assets/year
$453M
Median AUM
6
Firms Listed
in our database
Top-Ranked Advisors in MEQUON
#1
100
REINHART PARTNERS, LLC
MEQUON, WI · Since 1991
$2.5B AUM6 clientsFee: 0%
FiduciaryFee-Only
#2
100
BEADELL A D INVESTMENT COUNSEL INC
MEQUON, WI · Since 1975
$250M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
100
DENALI WEALTH MANAGEMENT, INC.
MEQUON, WI · Since 2010
$226M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
100
RICHMOND INVESTMENT SERVICES LLC
MEQUON, WI · Since 2024
$453M AUM13 clientsFee: 0%
FiduciaryFee-Only
#5
100
THE KIECKHEFER GROUP
MEQUON, WI · Since 2024
$241M AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
95
SPECTRUM INVESTMENT ADVISORS, INC.
MEQUON, WI · Since 1999
$1.1B AUM20 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in MEQUON?
The median advisory fee in MEQUON, WI is 0.95% of assets under management per year, based on Form ADV filings from 6 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.