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Best financial advisors in Brookfield, WI

Registered advisers within 25 miles of Brookfield, WI.

Offices
790
Firms
278
Combined AUM
$16.5T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,137,584 clients when Item 5C has a number
Avg / client
$5.25M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CHARTER CAPITAL MANAGEMENT, INC
KULT WEALTH MANAGEMENT GROUP, LLC
STERLING CAPITAL MANAGEMENT INC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PACKERLAND BROKERAGE SERVICES, INC.
EDWARD JONES
NORTHROCK PARTNERS, LLC
WINDERMERE WEALTH ADVISORS, LLC
LIBERTY FINANCIAL GROUP, INC.
HARBOUR INVESTMENTS, INC.
U.S. BANCORP ADVISORS, LLC
MWA FINANCIAL SERVICES INC.
FAMILY INVESTMENT PLANNING, LLC
BOGENSCHNEIDER, RYAN

Investors

ROBERT KENNETH LEIBHAM
Samantha Nelson
DANIEL RICHARD GLASER
ALEXANDRA MARIE CALI
Samuel Peter Verhulst
JOEL T HASSLER
PETER MARTIN KULT
Elliott Gengembre
Eyad S. Ayesh
Jeremy R Frantz
MICHAEL ROBERT MCKILLIP
STANLEY L ZURAWSKI
STANLEY LEONARD ZURAWSKI
GARY FRANK MUTZ
Donald Patrick Hayden
Andrew James Lemmenes
James George Lemmenes
JESSE ALLEN NIEDERBAUMER
ANDREW ALLEN MEYER
Benjamin Lee Irons
Philip Mark Nybroten
Joshua Ray Woodbury-Phipps
PAMELA LEE EVASON
KENNETH LYLE EVASON
MICHAEL FRANCIS WESOLOWSKI
Jaydon Jedi Wargin
Granthem James Beck
JOHN STEVEN MATTHEWS
STEVEN KURT SCHALIG
DUGAN TIMOTHY HETTICH
James Steven Dennik
Blake Panosh
Jacob Eugene Baxter
TAREN RAE SARTLER
KURT BERNHARD MUELLER

Within 25 miles of Brookfield, WI, Best Investors lists 278 registered investment advisory firms with 790 offices nearby, managing about $16.5T in combined regulatory AUM across 3,137,584 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Brookfield

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM