City
Wealth management firms in Brookfield, Wisconsin
As of October 2, 2026, 17 wealth management firms, including broker-dealer firms, with their main office in Brookfield, Wisconsin reported $11.1 billion in regulatory assets under management; the largest by assets was Annex Wealth Management, LLC, with $8.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 17
- Regulatory assets under management
- $11.1 billion
- Average per firm
- $651.5 million
- SEC-registered, of those listed
- 11 of 17 (64.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Annex Wealth Management, LLC | SEC | $8.1 billion | 22,003 |
| 2 | BKM Wealth Management | SEC | $651.8 million | 1,921 |
| 3 | Charter Capital Management, Inc | SEC | $462.2 million | 1,188 |
| 4 | Envision Financial LLC | SEC | $352.9 million | 126 |
| 5 | Sterling Capital Management Inc | SEC | $296.9 million | 388 |
| 6 | Brook Capital | SEC | $283.3 million | 1,490 |
| 7 | Review Services Inc | SEC | $227.4 million | 768 |
| 8 | Entasis Asset Management LLC | SEC | $197.9 million | 497 |
| 9 | Granite Financial Group | SEC | $186.2 million | 489 |
| 10 | Financial Strategies, Inc. | SEC | $149.8 million | 560 |
| 11 | Kult Wealth Management Group, LLC | SEC | $135.1 million | 69 |
| 12 | Bultman Investment Management, Inc. | State | $52.0 million | 116 |
| 13 | Midwest Wealth Solutions LLC | State | $29.1 million | 137 |
| 14 | WHN Investor Services, Inc. | State | $400,000 | 1 |
| 15 | Borges Financial | State | $0 | 0 |
| 16 | Real Wealth Advisors LLC | State | $0 | 0 |
| 17 | Vogel Consulting, LLC | State | $0 | 0 |
Wealth management firms in Wisconsin, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.