Data / Investment advisers / Wisconsin / Brookfield
Investment advisers in Brookfield, WI: 13 firms, $11.1 billion in AUM
13 investment advisers have their main office in Brookfield, Wisconsin: 13 SEC registered and 0 exempt reporting. The registered advisers report $11.1 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Annex Wealth Management, LLC with $8.1 billion.
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- 13Advisers
- 13SEC registered
- $11.1 billionTotal AUM
- 12Advisers over $100 million
- 1Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Annex Wealth Management, LLC | Brookfield | $8.05 billion | 22,003 | 151 | Not listed | (262) 786-6363 | annexwealth.wistia.com | adviserinfo.sec.gov |
| BKM Wealth Management | Brookfield | $651.8 million | 1,921 | 9 | Not listed | (262) 955-7147 | bkmwm.com | adviserinfo.sec.gov |
| Charter Capital Management, Inc | Brookfield | $462.2 million | 1,188 | 5 | Not listed | (414) 257-3700 | chartercapital.net | adviserinfo.sec.gov |
| Envision Financial LLC | Brookfield | $352.9 million | 126 | 5 | Not listed | (262) 354-7155 | envisionfinancial-llc.com | adviserinfo.sec.gov |
| Sterling Capital Management Inc | Brookfield | $296.9 million | 388 | 3 | Not listed | (262) 970-9700 | adviserinfo.sec.gov | |
| Brook Capital | Brookfield | $283.3 million | 1,490 | 5 | Not listed | (262) 784-7205 | brookcapital.com | adviserinfo.sec.gov |
| Review Services Inc | Brookfield | $227.4 million | 768 | 3 | Not listed | (262) 784-9690 | adviserinfo.sec.gov | |
| Entasis Asset Management LLC | Brookfield | $197.9 million | 497 | 5 | Not listed | (262) 754-5299 | entasisassetmanagement.com | adviserinfo.sec.gov |
| Granite Financial Group | Brookfield | $186.2 million | 489 | 2 | Not listed | (262) 792-1111 | granitefgllc.com | adviserinfo.sec.gov |
| Financial Strategies, Inc. | Brookfield | $149.8 million | 560 | 7 | Not listed | (262) 821-1664 | adviserinfo.sec.gov | |
| MLG Fund Manager LLC | Brookfield | $143.6 million | 2 | 95 | 1 | (262) 797-9400 | mlgcapital.com | adviserinfo.sec.gov |
| Kult Wealth Management Group, LLC | Brookfield | $135.1 million | 69 | 2 | Not listed | (262) 787-0704 | kultwealth.com | adviserinfo.sec.gov |
| Francis LLC | Brookfield | Not listed | 0 | 26 | Not listed | (866) 232-6457 | francisway.com | adviserinfo.sec.gov |
Advisers in Brookfield that manage private funds
1 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| MLG Fund Manager LLC | Brookfield | WI | 1 | Not listed | Not listed | Not listed | 1 | $143.6 million | $143.6 million | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.