Home
Financial Advisor
Wisconsin
Mequon
RICHMOND INVESTMENT SERVICES LLC

RICHMOND INVESTMENT SERVICES LLC

Tel: 262-242-4200 7702 W Mequon Rd Mequon, Wisconsin 53097-3217

About RICHMOND INVESTMENT SERVICES LLC

RICHMOND INVESTMENT SERVICES LLC is a Mequon, Wisconsin based financial advisory firm with nearly $365,842,345 in assets under management and provides investment advisory services for 1255 clients. There are currently 10 financial advisors at the firm.

General Information
Firm CRD#:

327451

Firm SEC#:

801-129477

Assets Under Management:

$365,842,345

No. of Clients:

1255

No. of Advisors:

10

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Wisconsin?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Wisconsin, Mequon

FirmCRD#:106432
SEC#:801-40278
No. of Advisors:14
No. of Clients:263
AUM:$1,912,117,349
FirmCRD#:108669
SEC#:801-56966
No. of Advisors:22
No. of Clients:986
AUM:$724,823,216
FirmCRD#:106946
SEC#:801-10677
No. of Advisors:2
No. of Clients:101
AUM:$183,919,000
FirmCRD#:153323
SEC#:801-71260
No. of Advisors:6
No. of Clients:376
AUM:$182,964,000
FirmCRD#:331128
SEC#:801-130293
No. of Advisors:2
No. of Clients:138
AUM:$168,025,208

Explore More Financial Advisor Firms in Mequon, Wisconsin >>

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.