Firms by city
Registered investment advisers in Brookfield, WI
12 SEC-registered advisers headquartered in Brookfield, listed by regulatory assets under management as reported on Form ADV.
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12 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Annex Advisory Services | Brookfield, WI | $8.05B |
| BKM Wealth Management | Brookfield, WI | $652M |
| Charter Capital Management | Brookfield, WI | $462M |
| Envision Financial | Brookfield, WI | $353M |
| Sterling Capital Management | Brookfield, WI | $297M |
| Ramiah Investment Group | Brookfield, WI | $283M |
| Review Services | Brookfield, WI | $227M |
| Entasis Asset Management | Brookfield, WI | $198M |
| Granite Financial Group | Brookfield, WI | $186M |
| Financial Strategies | Brookfield, WI | $150M |
| MLG Fund Manager | Brookfield, WI | $144M |
| Kult Wealth Management Group | Brookfield, WI | $135M |
- Headquarters
- Brookfield, WI
- Regulatory AUM
- $8.05B
- Headquarters
- Brookfield, WI
- Regulatory AUM
- $652M
- Headquarters
- Brookfield, WI
- Regulatory AUM
- $462M
- Headquarters
- Brookfield, WI
- Regulatory AUM
- $353M
- Headquarters
- Brookfield, WI
- Regulatory AUM
- $297M
- Headquarters
- Brookfield, WI
- Regulatory AUM
- $283M
- Headquarters
- Brookfield, WI
- Regulatory AUM
- $227M
- Headquarters
- Brookfield, WI
- Regulatory AUM
- $198M
- Headquarters
- Brookfield, WI
- Regulatory AUM
- $186M
- Headquarters
- Brookfield, WI
- Regulatory AUM
- $150M
- Headquarters
- Brookfield, WI
- Regulatory AUM
- $144M
- Headquarters
- Brookfield, WI
- Regulatory AUM
- $135M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Brookfield on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Wisconsin.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.