#1Denali Wealth Management, Inc.
DENALI WEALTH MANAGEMENT, INC.
Based in Mequon, WI
Retirement Plan Advisors in Mequon, WI
The top-ranked retirement plan advisors serving Mequon, WI are Denali Wealth Management, Inc., Richmond Investment Services LLC and Spectrum Investment Advisors, Inc.. We list 19 retirement plan advisors serving Mequon, WI. 19 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Mequon, WI (Ozaukee County). 19 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Mequon
#2Richmond Investment Services LLC
RICHMOND INVESTMENT SERVICES LLCBased in Mequon, WI#3Spectrum Investment Advisors, Inc.
SPECTRUM INVESTMENT ADVISORS, INC.Based in Mequon, WI#4Blackhawk Capital Partners, LLC
BLACKHAWK CAPITAL PARTNERS, LLCServes this area from Thiensville, WI (2 mi)#5Pjs Investment Management
P. J. SCHMIDT INVESTMENT MANAGEMENT, INCServes this area from Cedarburg, WI (6 mi)#6Charter Capital Management, Inc
CHARTER CAPITAL MANAGEMENT, LLCServes this area from Brookfield, WI (10 mi)#7Francis LLC
FRANCIS LLCServes this area from Brookfield, WI (11 mi)#8Sterling Capital Management Inc
STERLING CAPITAL MANAGEMENT INCServes this area from Brookfield, WI (12 mi)#9Alpha Investment Consulting Group, LLC
ALPHA INVESTMENT CONSULTING GROUP, LLCServes this area from Milwaukee, WI (13 mi)#10Johnson Wealth Inc.
JOHNSON WEALTH INC.Serves this area from Milwaukee, WI (13 mi)
9 more providers serving this area
- Robert W. Baird & Co. Incorporated, Milwaukee, WI (13 mi)
- Entasis Asset Management LLC, Brookfield, WI (13 mi)
- Granite Financial Group, Brookfield, WI (14 mi)
- Tidal Investments LLC, Milwaukee, WI (14 mi)
- Annex Wealth Management, LLC, Brookfield, WI (14 mi)
- Lasalle Investment Advisors, Inc., Pewaukee, WI (15 mi)
- Capital Wealth Advisors, Ltd., West Bend, WI (16 mi)
- Paladin Partners, Hartland, WI (18 mi)
- Plus Group Wealth Advisors, LLC, Belgium, WI (22 mi)
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Frequently asked questions
How many retirement plan advisors serve Mequon?
We list 19 retirement plan advisors serving Mequon, WI: 3 based there and 16 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Mequon?
The top-ranked retirement plan advisors serving Mequon, WI are Denali Wealth Management, Inc., Richmond Investment Services LLC, Spectrum Investment Advisors, Inc., Blackhawk Capital Partners, LLC and Pjs Investment Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Mequon are verified against official records?
10 of the top 10 match an active official record: Denali Wealth Management, Inc. (U.S. Securities and Exchange Commission), Richmond Investment Services LLC (U.S. Securities and Exchange Commission), Spectrum Investment Advisors, Inc. (U.S. Securities and Exchange Commission), Blackhawk Capital Partners, LLC (U.S. Securities and Exchange Commission) and Pjs Investment Management (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .