Falists

Wisconsin · 15 advisers

Financial Advisors in Mequon, Wisconsin

Looking for a financial advisor in Mequon, Wisconsin? Falists indexes 15 SEC-registered and state-registered investment advisers in Mequon — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 12 firms list a website you can visit directly. Firms in this directory manage up to $2.47B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

15

With website

12

Largest AUM

$2.47B

Financial planning

6

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth9Planning6Trusts9Retirement5Institutional7

Top advisors in Mequon

Ranked by AUM · Fees, team & specialties at a glance

View all 15 →

More cities in Wisconsin

Milwaukee (72)Madison (57)Appleton (24)Brookfield (19)Green Bay (13)Middleton (9)Waukesha (8)Wausau (7)West Bend (6)Delafield (5)Elm Grove (5)La Crosse (4)

Common questions

How many financial advisors are in Mequon, Wisconsin?
15 registered investment advisers are listed in our Mequon directory, sourced from public SEC filings.
What types of advisors are in Mequon?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Mequon?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.