Top Financial Advisors in Brookfield, Wisconsin
Finding the right financial advisor in Brookfield is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Brookfield, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Brookfield, WI.
Find the Best Financial Advisor Firms in Brookfield:
CHARTER CAPITAL MANAGEMENT, INC.
CRD#: 35919
Address: 13805 W Burleigh Road Suite 100, Brookfield, WI 53005
Clients: 334
In Business for: 45 Years
Average Clients per Advisor: 66
AUM: $ 283M
FREEDOM WEALTH ALLIANCE
CRD#: 170456
Address: 675 North Barker Road Suite 220, Brookfield, WI 53045
Clients: 631
Average Clients per Advisor: 78
AUM: $ 280M
BROOK CAPITAL
CRD#: 130919
Address: 675 N.barker Road, Suite #200, Brookfield, WI 53045
Clients: 518
Average Clients per Advisor: 129
AUM: $ 184M
STERLING CAPITAL MANAGEMENT INC
CRD#: 106822
Address: 17160 W. North Ave Suite 200, Brookfield, WI 53005
Clients: 285
Average Clients per Advisor: 142
AUM: $ 176M
REVIEW SERVICES INC
CRD#: 110277
Address: 13255 West Bluemound Road Suite 205, Brookfield, WI 53005
Clients: 116
Average Clients per Advisor: 38
AUM: $ 159M
ENVISION FINANCIAL LLC
CRD#: 314365
Address: 375 Bishops Way Suite 232, Brookfield, WI 53005
AUM: $ 122M
How We Chose the Top Financial Advisors in Brookfield, Wisconsin
To create this list of top financial advisor firms in Brookfield, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Brookfield has to offer.
Search Financial Advisors in Brookfield, Wisconsin
Lori Ann Watt
Registered Affiliation(s):IAG WEALTH PARTNERS, LLC
John Lester Yagla
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Christopher Lee Doughty
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Daniel Joseph Kolb
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Donald Jon Verhaalen
Registered Affiliation(s):U.S. BANCORP INVESTMENTS, INC.
David B. Boyer
Registered Affiliation(s):EDWARD JONES
Timothy Martin Prasch
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Kenneth Paul Lobins
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Brenda Jean Merschdorf
Registered Affiliation(s):EDWARD JONES
Jay Morris Frank
Registered Affiliation(s):WEALTHSPIRE ADVISORS
Mark Anthony Karpfinger
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Bryan Allan Johnson
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Jeffrey Patrick Loiselle
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Terry David Revolinski
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Michael Robert Murray
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Phillip Charles Dallman
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Thomas Dennis Klug
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Suzanne Catherine Yde
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Bernadette Therese Lanser
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Shannon Michelle Lutze
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Matthew James Ottusch
Registered Affiliation(s):CUSHING CAPITAL PARTNERS, LLC
Kathleen Anne Dougherty-klein
Registered Affiliation(s):STRATEGIC WEALTH PARTNERS
Michael J. Kelly
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Gary Alan Martens
Registered Affiliation(s):EDWARD JONES
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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