Top 6 advisors in Brookfield
We’ve curated a list of the best financial advisors in Brookfield, take a look at it below
Find an advisor in Brookfield| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $280,454,672 | 5 advisors | ||
| 2 | $278,671,972 | 12 advisors | ||
| 3 | $221,059,000 | 1 advisors | ||
| 4 | $122,163,729 | 3 advisors | ||
| 5 | $112,655,480 | 4 advisors | ||
| 6 | $102,517,355 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Brookfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Brookfield. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Charter Capital Management, Inc
Assets under management
$280,454,672
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
2. Freedom Wealth Alliance
Assets under management
$278,671,972
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
3. Granite Financial Group
Assets under management
$221,059,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
4. Sterling Capital Management Inc
Assets under management
$122,163,729
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
5. Entasis Asset Management LLC
Assets under management
$112,655,480
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
6. Financial Strategies, Inc.
Assets under management
$102,517,355
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.