Managers in Mequon, WI

United States · 72 asset managers within 25 km (10 in Mequon itself) · 100 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Milwaukee, WI 53 · Waukesha, WI 8 · Brookfield, WI 7 · Hartland, WI 2 · Cedarburg, WI 1 · Grafton, WI 1 · Elm Grove, WI 1 · West Bend, WI 1 · Muskego, WI 1 · Delafield, WI 1 · Cedar Grove, WI 1

Asset managers in and around Mequon

#	Manager	People here	Assets
51	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Milwaukee $187.2bn	based here	$187.2bn
52	Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Cedarburg Thrivent Investment Management Inc · 5 related pages $128.7bn	office	$128.7bn
53	Canadian Imperial Bank of Commerce wealth, bank or insurer · Milwaukee CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn	office	$80.8bn
54	Baird Financial Group, Inc. mutual funds, futures · Milwaukee Baird Financial Group, Inc. · 3 related pages $72.7bn	based here	$72.7bn
55	WIPFLI FINANCIAL ADVISORS LLC, Milwaukee $1.4bn	based here	$1.4bn
56	Sadoff Investment Management LLC Milwaukee $1.3bn	based here	$1.3bn
57	KLCM Advisors, Inc. Milwaukee $1.2bn	based here	$1.2bn
58	Pegasus Partners Ltd. Mequon $1.1bn	based here	$1.1bn
59	Kowal Investment Group, LLC Brookfield $543.6m	based here	$543.6m
60	Vantage Financial Partners, LLC Elm Grove $492.6m	based here	$492.6m
61	DIVERSIFIED MANAGEMENT INC Milwaukee $468.1m	based here	$468.1m
62	Richmond Investment Services, LLC Mequon $316.1m	based here	$316.1m
63	A. D. Beadell Investment Counsel, Inc. Mequon $156.2m	based here	$156.2m
64	FREEDOM WEALTH ALLIANCE, LLC Brookfield $60.8m	based here	$60.8m
65	BAIRD FINANCIAL CORP Milwaukee	based here
66	CAPITAL MIDWEST ADVISORS II, LLC venture · Mequon	office
67	CAPITAL MIDWEST ADVISORS III venture · Mequon	office
68	CHARACTER CAPITAL LLC venture · Milwaukee	office
69	CVC MANAGER, LLC venture · Milwaukee	office
70	GENERATION GROWTH CAPITAL PARTNERS III, LLC private equity · Milwaukee	office
71	GENERATION GROWTH CAPITAL PARTNERS IV, LLC private equity · Milwaukee	office
72	RACON CAPITAL private equity · Milwaukee	office

72 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.