Investment advisers in Brookfield, WI
13 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Annex Wealth Management, LLC | $8.05 billion | 151 | 0 |
| Bkm Wealth Management | $651.8 million | 9 | 0 |
| Charter Capital Management, Inc | $462.2 million | 5 | 0 |
| Envision Financial LLC | $352.9 million | 5 | 0 |
| Sterling Capital Management Inc | $296.9 million | 3 | 0 |
| Brook Capital | $283.3 million | 5 | 0 |
| Review Services Inc | $227.4 million | 3 | 0 |
| Entasis Asset Management LLC | $197.9 million | 5 | 0 |
| Granite Financial Group | $186.2 million | 2 | 0 |
| Financial Strategies, Inc. | $149.8 million | 6 | 0 |
| Mlg Fund Manager LLC | $143.6 million | 95 | 0 |
| Kult Wealth Management Group, LLC | $135.1 million | 2 | 0 |
| Francis LLC | $0 | 26 | 0 |