Investment adviser firms in BROOKFIELD, Wisconsin
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
13 firms · Source months shown: August 2026
- ANNEX ADVISORY SERVICES, LLCCRD 127987 · BROOKFIELD, WI$8,050,023,961.00Regulatory AUM · August 2026
- BKM WEALTH MANAGEMENT, LLCCRD 323928 · BROOKFIELD, WI$651,842,387.00Regulatory AUM · August 2026
- CHARTER CAPITAL MANAGEMENT, LLCCRD 35919 · BROOKFIELD, WI$462,184,711.00Regulatory AUM · August 2026
- ENTASIS ASSET MANAGEMENT LLCCRD 282711 · BROOKFIELD, WI$197,878,899.00Regulatory AUM · August 2026
- ENVISION FINANCIAL LLCCRD 314365 · BROOKFIELD, WI$352,921,514.00Regulatory AUM · August 2026
- FINANCIAL STRATEGIES, INC.CRD 113097 · BROOKFIELD, WI$149,831,208.00Regulatory AUM · August 2026
- FRANCIS LLCCRD 130687 · BROOKFIELD, WINot availableRegulatory AUM · August 2026
- GRANITE FINANCIAL GROUP, LLCCRD 168675 · BROOKFIELD, WI$186,200,000.00Regulatory AUM · August 2026
- KULT WEALTH MANAGEMENT GROUP, LLCCRD 126740 · BROOKFIELD, WI$135,083,000.00Regulatory AUM · August 2026
- MLG FUND MANAGER LLCCRD 335692 · BROOKFIELD, WI$143,562,286.00Regulatory AUM · August 2026
- RAMIAH INVESTMENT GROUP, INC.CRD 130919 · BROOKFIELD, WI$283,307,890.00Regulatory AUM · August 2026
- REVIEW SERVICES INCCRD 110277 · BROOKFIELD, WI$227,354,914.00Regulatory AUM · August 2026
- STERLING CAPITAL MANAGEMENT INCCRD 106822 · BROOKFIELD, WI$296,946,819.00Regulatory AUM · August 2026