Rialytix insights

Top RIA Firms in Brookfield, Wisconsin

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Brookfield, Wisconsin. This hub covers 12 matching firms with $11.1B in total reported AUM and median AUM of $255.3M.

Firms

Matching current profiles

Total AUM

$11.1B

Reported regulatory AUM

Median AUM

$255.3M

Across firms with AUM

Largest firm

$8.1B

Annex Wealth Management, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Annex Wealth Management, LLC CRD 127987 · Limited Liability Company	BROOKFIELD, WI	$8.1B Apr 2026	+$1.9B+30.4%	+$3.8B+91.5%	+$4.3B+112.7%	+$7.7B+2365.9%	+37 employees+32.5% over 3Y	+5,826 accounts+36.0% over 3Y
2. Bkm Wealth Management CRD 323928 · Limited Liability Company	BROOKFIELD, WI	$651.8M Feb 2026	+$69.8M+12.0%	—	—	—	+3 employees+50.0% over 3Y	-13 accounts-0.7% over 1Y
3. Charter Capital Management, INC CRD 35919 · Limited Liability Company	BROOKFIELD, WI	$462.2M Mar 2026	+$56.1M+13.8%	+$164.6M+55.3%	+$243.7M+111.5%	+$371.5M+409.5%	0 employees+0.0% over 3Y	+848 accounts+249.4% over 3Y
4. Envision Financial LLC CRD 314365 · Limited Liability Company	BROOKFIELD, WI	$352.9M Mar 2026	+$100.9M+40.1%	+$230.4M+188.1%	—	+$227.2M+180.7%	+3 employees+150.0% over 3Y	+48 accounts+61.5% over 3Y
5. Sterling Capital Management INC CRD 106822 · Corporation	BROOKFIELD, WI	$296.9M Mar 2026	+$83.0M+38.8%	+$26.7M+9.9%	+$68.3M+29.9%	+$175.0M+143.4%	0 employees+0.0% over 3Y	+42 accounts+12.1% over 3Y
6. Brook Capital CRD 130919 · —	BROOKFIELD, WI	$283.3M Jan 2026	+$73.0M+34.7%	+$99.7M+54.3%	+$142.5M+101.2%	+$185.9M+190.7%	0 employees+0.0% over 3Y	+331 accounts+28.6% over 3Y
7. Review Services INC CRD 110277 · Corporation	BROOKFIELD, WI	$227.4M Apr 2026	+$50.6M+28.6%	+$55.3M+32.1%	+$109.9M+93.6%	+$126.8M+126.2%	0 employees+0.0% over 3Y	-63 accounts-7.6% over 3Y
8. Entasis Asset Management LLC CRD 282711 · Limited Liability Company	BROOKFIELD, WI	$197.9M Mar 2026	+$26.9M+15.7%	+$82.6M+71.7%	—	+$81.9M+70.6%	+1 employees+25.0% over 3Y	+101 accounts+25.5% over 3Y
9. Granite Financial Group CRD 168675 · Limited Liability Company	BROOKFIELD, WI	$186.2M Feb 2026	+$37.1M+24.9%	-$34.9M-15.8%	+$77.2M+70.9%	—	+1 employees+100.0% over 3Y	-1,062 accounts-68.5% over 3Y
10. Financial Strategies, INC. CRD 113097 · Corporation	BROOKFIELD, WI	$149.8M Mar 2026	+$18.2M+13.8%	+$28.5M+23.5%	—	+$28.5M+23.5%	0 employees+0.0% over 3Y	+79 accounts+16.4% over 3Y
11. Mlg Fund Manager LLC CRD 335692 · Limited Liability Company	BROOKFIELD, WI	$143.6M Mar 2026	—	—	—	—	+5 employees+5.6% over Total	—
12. Kult Wealth Management Group, LLC CRD 126740 · Limited Liability Company	BROOKFIELD, WI	$135.1M Feb 2026	+$20.4M+17.8%	+$40.4M+42.6%	+$93.1M+221.6%	+$93.1M+221.6%	0 employees+0.0% over 3Y	+3 accounts+4.5% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.