Financial advisers in Brookfield, WI
13 registered investment adviser firms in Brookfield managing $11.1B in assets, based on public SEC Form ADV filings.
Annex Wealth Management, LLC
Brookfield, WI · Est. 2004
- AUM
- $8.1B
- Per adviser
- $109M
- Advisers
- 74
No reported disclosures
Bkm Wealth Management
Brookfield, WI · Est. 2022
- AUM
- $652M
- Per adviser
- $130M
- Advisers
- 5
No reported disclosures
Charter Capital Management, INC
Brookfield, WI · Est. 1981
- AUM
- $462M
- Per adviser
- $116M
- Advisers
- 4
No reported disclosures
Envision Financial LLC
Brookfield, WI · Est. 2021
- AUM
- $353M
- Per adviser
- $88M
- Advisers
- 4
No reported disclosures
Sterling Capital Management INC
Brookfield, WI · Est. 1997
- AUM
- $297M
- Per adviser
- $99M
- Advisers
- 3
No reported disclosures
Brook Capital
Brookfield, WI · Est. 2007
- AUM
- $283M
- Per adviser
- $71M
- Advisers
- 4
No reported disclosures
Review Services INC
Brookfield, WI · Est. 1991
- AUM
- $227M
- Per adviser
- $76M
- Advisers
- 3
No reported disclosures
Entasis Asset Management LLC
Brookfield, WI · Est. 2021
- AUM
- $198M
- Per adviser
- $40M
- Advisers
- 5
No reported disclosures
Granite Financial Group
Brookfield, WI · Est. 2019
- AUM
- $186M
- Per adviser
- $93M
- Advisers
- 2
No reported disclosures
Financial Strategies, INC.
Brookfield, WI · Est. 2022
- AUM
- $150M
- Per adviser
- $50M
- Advisers
- 3
No reported disclosures
Mlg Fund Manager LLC
Brookfield, WI · Est. 2025
- AUM
- $144M
- Per adviser
- $5M
- Advisers
- 29
No reported disclosures
Kult Wealth Management Group, LLC
Brookfield, WI · Est. 2022
- AUM
- $135M
- Per adviser
- $135M
- Advisers
- 1
No reported disclosures
Francis LLC
Brookfield, WI · Est. 2004
- AUM
- —
- Per adviser
- —
- Advisers
- 20
No reported disclosures