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Find The Best Financial Advisors in Brookfield, Wisconsin
Brookefield, Wisconsin, located just outside Milwaukee, is home to a population of over 41,000 residents. Voted one of the best places to live in Wisconsin, the city offers residents a quant suburban quality, while having a cost of living that is 13% higher than the national average. Creating a secure financial plan and future with the help of a financial advisor would be beneficial in this high-cost city. With over 1,800 potential financial advisers to choose from in Brookefield, FinancialAdvisor.net can help narrow down the best financial advisors for you, based on your specific financial needs.
How To Find The Best Financial Advisors in Brookfield, Wisconsin
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Brookfield, Wisconsin, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and non-vetted financial advisors in Brookfield, Wisconsin, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Brookfield, Wisconsin have an average of 18 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Brookfield, Wisconsin
414-369-6627
Top Financial Advisor Firms in Brookfield, Wisconsin (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| BKM WEALTH MANAGEMENT 20300 Water Tower Boulevard, Suite 250, Brookfield, WI, 53045 | 323928 | $481,413,305 | 1856 | A Percentage of AUM, Hourly charges, Fixed Fees |
| CHARTER CAPITAL MANAGEMENT, INC 13805 W Burleigh Road, Suite 100 Brookfield, WI, 53005 | 35919 | $283,207,043 | 362 | A Percentage of AUM |
| FREEDOM WEALTH ALLIANCE 675 North Barker Road, Suite 220 Brookfield, WI, 53045 | 170456 | $279,810,534 | 1613 | A Percentage of AUM, Hourly charges, Fixed Fees |
| GRANITE FINANCIAL GROUP 175 N. Patrick Blvd., Suite 170 Brookfield, WI, 53045-5857 | 168675 | $221,059,000 | 1551 | A Percentage of AUM, Hourly charges, Fixed Fees |
| BROOK CAPITAL 675 N.Barker Road, Suite #200, Brookfield, WI, 53045 | 130919 | $183,601,830 | 1159 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| STERLING CAPITAL MANAGEMENT INC 17160 W. North Ave, Suite 200 Brookfield, WI, 53005 | 106822 | $175,663,809 | 348 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| REVIEW SERVICES INC 13255 West Bluemound Road, Suite 205 Brookfield, WI, 53005 | 110277 | $159,319,424 | 794 | A Percentage of AUM, Hourly charges, Fixed Fees |
| ENVISION FINANCIAL LLC 375 Bishops Way Suite 232, Brookfield, WI, 53005 | 314365 | $129,010,115 | 78 | A Percentage of AUM |
| ENTASIS ASSET MANAGEMENT LLC 200 S Executive Dr., Suite 101 Brookfield, WI, 53005 | 282711 | $115,238,768 | 396 | A Percentage of AUM, Fixed Fees |
| FINANCIAL STRATEGIES, INC. 13555 Bishops Court, Suite 340 Brookfield, WI, 53005 | 113097 | $102,517,355 | 508 | A Percentage of AUM, Hourly charges, Fixed Fees |
| KULT WEALTH MANAGEMENT GROUP, LLC 17100 W North Ave Suite 202, Brookfield, WI, 53005 | 126740 | $94,700,000 | 66 | A Percentage of AUM |
| FRANCIS INVESTMENT COUNSEL LLC 19435 W. Capitol Drive, Brookfield, WI, 53045 | 130687 | $0 | 0 | Hourly charges, Fixed Fees |
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