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
Richard Victor Finco
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
David Michael Retkowski
Registered Affiliation(s):EDWARD JONES
Daniel Charles Creek
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Benjamin Michael Hoppenrath
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Dana Lee Felton
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Mark Thomas Filla
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Wayne Anthony Miller
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
James A Cotturone JR
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Russell Otto Zarling
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Christopher G Pfau
Registered Affiliation(s):EDWARD JONES
Sara Gabrielle Pitcel
Registered Affiliation(s):MORGAN STANLEY
Margaret Christine Spada
Registered Affiliation(s):EDWARD JONES
Amy Lynn Williams
Registered Affiliation(s):EDWARD JONES
Patrick Alan Schultz
Registered Affiliation(s):EDWARD JONES
Christopher Russell Svacina
Registered Affiliation(s):LPL FINANCIAL LLC
Scott Eric Anderson
Registered Affiliation(s):EDWARD JONES
Craig Alan Lotz
Registered Affiliation(s):EDWARD JONES
Jessica Ellen Mathias
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Mark David Berghuis
Registered Affiliation(s):EDWARD JONES
Jeffrey Ronald Petrus
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Ryan G Melby
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jonathan Henry Schomberg
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Nathan Stephen Cowen
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Neil A Conway
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
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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