Wisconsin · 19 advisers
Financial Advisors in Brookfield, Wisconsin
Looking for a financial advisor in Brookfield, Wisconsin? Falists indexes 19 SEC-registered and state-registered investment advisers in Brookfield — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 16 firms list a website you can visit directly. Firms in this directory manage up to $8.05B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
19
With website
16
Largest AUM
$8.05B
Financial planning
13
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Brookfield
Ranked by AUM · Fees, team & specialties at a glance
ANNEX WEALTH MANAGEMENT, LLC
Brookfield, WI
AUM
$8.05B
Team
74 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
262-786-6363
BKM WEALTH MANAGEMENT
Brookfield, WI
AUM
$651.8M
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
262-955-7147
CHARTER CAPITAL MANAGEMENT, INC
Brookfield, WI
AUM
$462.2M
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
414-257-3700
ENVISION FINANCIAL LLC
Brookfield, WI
AUM
$352.9M
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
262-354-7155
BROOK CAPITAL
Brookfield, WI
AUM
$283.3M
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
262-784-7205
REVIEW SERVICES INC
Brookfield, WI
AUM
$227.4M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
262-784-9690
ENTASIS ASSET MANAGEMENT LLC
Brookfield, WI
AUM
$197.9M
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
262-754-5299
GRANITE FINANCIAL GROUP
Brookfield, WI
AUM
$186.2M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
262-792-1111
FINANCIAL STRATEGIES, INC.
Brookfield, WI
AUM
$149.8M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
262-821-1664
MLG FUND MANAGER LLC
Brookfield, WI
AUM
$143.6M
Team
29 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
262-797-9400
KULT WEALTH MANAGEMENT GROUP, LLC
Brookfield, WI
AUM
$135.1M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; TAX RETURN PREP FEES
(262) 787-0704
MIDWEST WEALTH SOLUTIONS LLC
Brookfield, WI
AUM
$29.1M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
414-777-0700
FRANCIS LLC
Brookfield, WI
AUM
—
Team
20 advisors
Clients
—
Fees
Hourly charges; Fixed fees
866-232-6457
REAL WEALTH ADVISORS LLC
Brookfield, WI
AUM
—
Team
2 advisors
Clients
101-250
Fees
Fixed fees; PERCENTAGE OF ASSETS UNDER ADVISEMENT
414-808-2345
VOGEL CONSULTING, LLC
Brookfield, WI
AUM
—
Team
3 advisors
Clients
11-25
Fees
Hourly charges; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
262-790-4960
STERLING CAPITAL MANAGEMENT INC
Brookfield, WI
AUM
$296.9M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
262-970-9700
BULTMAN INVESTMENT MANAGEMENT, INC.
Brookfield, WI
AUM
$52.0M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
262-259-0777
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Common questions
- How many financial advisors are in Brookfield, Wisconsin?
- 19 registered investment advisers are listed in our Brookfield directory, sourced from public SEC filings.
- What types of advisors are in Brookfield?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Brookfield?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.