RIAs in Brookfield, Wisconsin
Explore 12 RIAs headquartered in Brookfield, with $11.1B in combined reported AUM.
RIAs12Headquartered here
Total AUM$11.1BReported regulatory AUM
Total Employees292Reported by these RIAs
% of Total State AUM0.9%% Of total State AUM Reported
All RIAs in Brookfield
12 RIAsShowing 1–12 of 12 RIAs
Annex Wealth Management, LLC
BROOKFIELD, WIReported AUM$8.1B
Employees151
72.3% of city AUMView RIA ↗
Bkm Wealth Management
BROOKFIELD, WIReported AUM$651.8M
Employees9
5.9% of city AUMView RIA ↗
Charter Capital Management, Inc
BROOKFIELD, WIReported AUM$462.2M
Employees5
4.1% of city AUMView RIA ↗
Envision Financial LLC
BROOKFIELD, WIReported AUM$352.9M
Employees5
3.2% of city AUMView RIA ↗
Sterling Capital Management Inc
BROOKFIELD, WIReported AUM$296.9M
Employees3
2.7% of city AUMView RIA ↗
Brook Capital
BROOKFIELD, WIReported AUM$283.3M
Employees5
2.5% of city AUMView RIA ↗
Review Services Inc
BROOKFIELD, WIReported AUM$227.4M
Employees3
2.0% of city AUMView RIA ↗
Entasis Asset Management LLC
BROOKFIELD, WIReported AUM$197.9M
Employees5
1.8% of city AUMView RIA ↗
Granite Financial Group
BROOKFIELD, WIReported AUM$186.2M
Employees2
1.7% of city AUMView RIA ↗
Financial Strategies, Inc.
BROOKFIELD, WIReported AUM$149.8M
Employees7
1.3% of city AUMView RIA ↗
Mlg Fund Manager LLC
BROOKFIELD, WIReported AUM$143.6M
Employees95
1.3% of city AUMView RIA ↗
Kult Wealth Management Group, LLC
BROOKFIELD, WIReported AUM$135.1M
Employees2
1.2% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.