Top Financial Advisors in Brookfield, Wisconsin
Finding the right financial advisor in Brookfield is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Brookfield, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Brookfield, WI.
Find the Best Financial Advisor Firms in Brookfield:
ANNEX WEALTH MANAGEMENT, LLC
CRD#: 127987
Address: 17950 W. Corporate Drive Suite 300, Brookfield, WI 53045
Clients: 6,178
Average Clients per Advisor: 93
AUM: $ 6.9B
BKM WEALTH MANAGEMENT
CRD#: 323928
Address: 20300 Water Tower Boulevard, Suite 250, Brookfield, WI 53045
Clients: 408
Average Clients per Advisor: 81
AUM: $ 582M
CHARTER CAPITAL MANAGEMENT, INC.
CRD#: 35919
Address: 13805 W Burleigh Road Suite 100, Brookfield, WI 53005
Clients: 342
In Business for: 44 Years
Average Clients per Advisor: 85
AUM: $ 412M
BROOK CAPITAL
CRD#: 130919
Address: 675 N.barker Road, Suite #200, Brookfield, WI 53045
Clients: 558
Average Clients per Advisor: 139
AUM: $ 256M
STERLING CAPITAL MANAGEMENT INC
CRD#: 106822
Address: 17160 W. North Ave Suite 200, Brookfield, WI 53005
Clients: 209
Average Clients per Advisor: 104
AUM: $ 255M
ENVISION FINANCIAL LLC
CRD#: 314365
Address: 375 Bishops Way Suite 232, Brookfield, WI 53005
AUM: $ 252M
How We Chose the Top Financial Advisors in Brookfield, Wisconsin
To create this list of top financial advisor firms in Brookfield, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Brookfield has to offer.
Search Financial Advisors in Brookfield, Wisconsin
Casey John Berrall
Kent Jameson Hutchins
Craig Alan Lotz
Scott Eric Anderson
David Richard Blend
Neil A Conway
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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