Small Business Accounting Solutions
“Dan is an excellent communicator who is meticulous about understanding a small business owner's goals and needs.”
Best Financial Advisors in Brookfield, WI
24 firms listed · all 24 in Brookfield · 16 rated 4.5+
Data verified October 24, 2026
Freedom Wealth Alliance
“Financial advisor Shawn Thomas really goes out of his way to customize plans for his clients needs and wants.”
Review Services
Brookfield Keith Black
The Women's Financial Wellness Center
“Not only is Rhonda Noordyk like a divorce concierge, getting all the right people in place for the person getting divorced, but she also helps women with budgeting, buying a new house, buying a new car (and learning to take care of it), getting a new...”
Storm Fischer Investment Group
“We enjoy the personal service that she provides”
The 24 firms listed for Brookfield, WI provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Brookfield, WI
All 24 firms we list here are in Brookfield itself. We have 32 firms in Brookfield on file; this page shows the highest-rated 24. 18 of the firms on this page have a rating, from 4.1 to 5.0 across 107 reviews; 16 are rated 4.5 or higher. The services the firms on this page list most often on their websites are financial planning (4), estate planning (2), investment management (2) and retirement planning (2). 7 have a BBB rating of A or A+. 21 have ten or more years of experience, the longest 46 years. 1 offers payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 16 publish a contact page; 13 list a public email and 5 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Brookfield take financial planning bookings online?
5 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Annex Wealth Management
“I supplied basic information about my financial situation and received a plan, education, and resources to help me with my next few steps.”
Lulloff, Leben & Taylor
“Dave Taylor and his partners are courteous and professional in handling our business and personal financial matters.”
Choice Advisors
“He helped me budget finances, plan for proposing to my girlfriend (save for the ring), plan for the wedding (she said yes), plan for buying my first house, plan for having my first baby, file taxes, acquire adequate life insurance coverage for my fam...”
AJH Wealth Management
Augustine Financial
“We are finally reaching our goals with the help of John and his wonderful group.”
Hall Wehring Cpas
“Our taxes include categories that most other families may not have to deal with, but SOS understands the nuances of the applicable parts of the tax code better than any other tax prep service we've encountered.”
Senior Planning Group
“We honestly weren't sure we'd be able to help him and now we finally have someone to trust that can tell us exactly what steps to take and how to take them, which is what we've needed this whole time.”
CRG Financial Services
The Kieckhefer Group
BKM Wealth Management
Financial Strategies
Nelson Financial Group
“She has helped us on so many levels on so many things and always has our best interests.”
Cm&a - Czukas Mc Call & Associates
“The guidance, knowledge, network, and professionalism of this team is top notch.”
Charter Capital Management
Golden Angels Investors
Demore Wealth Management
M K Financial Group
Gebhardt Financial
Why these companies made our list
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