Best Financial Advisors in BROOKFIELD, Wisconsin
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in BROOKFIELD
ANNEX WEALTH MANAGEMENT, LLC
BROOKFIELD, WI · Since 2004
CHARTER CAPITAL MANAGEMENT, INC
BROOKFIELD, WI · Since 1981
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
KULT WEALTH MANAGEMENT GROUP, LLC
BROOKFIELD, WI · Since 2022
REVIEW SERVICES INC
BROOKFIELD, WI · Since 1991
BKM WEALTH MANAGEMENT
BROOKFIELD, WI · Since 2022
ENTASIS ASSET MANAGEMENT LLC
BROOKFIELD, WI · Since 2021
FINANCIAL STRATEGIES, INC.
BROOKFIELD, WI · Since 2022
MLG FUND MANAGER LLC
BROOKFIELD, WI · Since 2025
STERLING CAPITAL MANAGEMENT INC
BROOKFIELD, WI · Since 1997
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.