Best Financial Advisors in BROOKFIELD, Wisconsin
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in BROOKFIELD
CHARTER CAPITAL MANAGEMENT, INC
BROOKFIELD, WI · Since 1981
KULT WEALTH MANAGEMENT GROUP, LLC
BROOKFIELD, WI · Since 2022
ANNEX WEALTH MANAGEMENT, LLC
BROOKFIELD, WI · Since 2004
FRANCIS LLC
BROOKFIELD, WI · Since 2004
BROOK CAPITAL
BROOKFIELD, WI · Since 2007
GRANITE FINANCIAL GROUP
BROOKFIELD, WI · Since 2019
ENVISION FINANCIAL LLC
BROOKFIELD, WI · Since 2021
STERLING CAPITAL MANAGEMENT INC
BROOKFIELD, WI · Since 1997
REVIEW SERVICES INC
BROOKFIELD, WI · Since 1991
FINANCIAL STRATEGIES, INC.
BROOKFIELD, WI · Since 2022
ENTASIS ASSET MANAGEMENT LLC
BROOKFIELD, WI · Since 2021
BKM WEALTH MANAGEMENT
BROOKFIELD, WI · Since 2022
MLG FUND MANAGER LLC
BROOKFIELD, WI · Since 2025
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in BROOKFIELD?
The median advisory fee in BROOKFIELD, WI is 0.95% of assets under management per year, based on Form ADV filings from 13 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.