Managers in Brookfield, WI

United States · 80 asset managers within 25 km (7 in Brookfield itself) · 121 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Milwaukee, WI 53 · Mequon, WI 10 · Waukesha, WI 8 · Hartland, WI 2 · Racine, WI 2 · Elm Grove, WI 1 · Muskego, WI 1 · Delafield, WI 1 · Cedarburg, WI 1 · Grafton, WI 1 · West Bend, WI 1

Asset managers in and around Brookfield

#	Manager	People here	Assets
51	PRINCIPAL FINANCIAL GROUP INC hedge funds, private equity, real estate, structured credit and 5 more · Milwaukee PRINCIPAL SECURITIES, INC. · 9 related pages $427.7bn	office	$427.7bn
52	Voya Financial, Inc. hedge funds, private equity, structured credit, mutual funds and 4 more · Milwaukee Voya Financial Advisors, Inc. · 8 related pages $274.9bn	office	$274.9bn
53	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Milwaukee $187.2bn	based here	$187.2bn
54	Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Waukesha Thrivent Investment Management Inc · 5 related pages $128.7bn	office	$128.7bn
55	Canadian Imperial Bank of Commerce wealth, bank or insurer · Milwaukee CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn	office	$80.8bn
56	Baird Financial Group, Inc. mutual funds, futures · Milwaukee Baird Financial Group, Inc. · 3 related pages $72.7bn	based here	$72.7bn
57	WIPFLI FINANCIAL ADVISORS LLC, Milwaukee $1.4bn	based here	$1.4bn
58	Sadoff Investment Management LLC Milwaukee $1.3bn	based here	$1.3bn
59	KLCM Advisors, Inc. Milwaukee $1.2bn	based here	$1.2bn
60	Pegasus Partners Ltd. Mequon $1.1bn	based here	$1.1bn
61	IAG Wealth Partners, LLC Waukesha $1.0bn	based here	$1.0bn
62	Granite Harbor Advisors, Inc. private equity, wealth · Hartland Granite Harbor Advisors, Inc. · 2 related pages $642.1m	office	$642.1m
63	Drake & Associates, LLC Waukesha $593.7m	based here	$593.7m
64	Kowal Investment Group, LLC Brookfield $543.6m	based here	$543.6m
65	Vantage Financial Partners, LLC Elm Grove $492.6m	based here	$492.6m
66	DIVERSIFIED MANAGEMENT INC Milwaukee $468.1m	based here	$468.1m
67	Richmond Investment Services, LLC Mequon $316.1m	based here	$316.1m
68	TopTier Wealth Management, LLC Muskego $165.5m	based here	$165.5m
69	A. D. Beadell Investment Counsel, Inc. Mequon $156.2m	based here	$156.2m
70	Elevated Private Wealth, LLC Hartland $105.1m	based here	$105.1m
71	FREEDOM WEALTH ALLIANCE, LLC Brookfield $60.8m	based here	$60.8m
72	BAIRD FINANCIAL CORP Milwaukee	based here
73	CAPITAL MIDWEST ADVISORS II, LLC venture · Mequon	office
74	CAPITAL MIDWEST ADVISORS III venture · Mequon	office
75	CHARACTER CAPITAL LLC venture · Milwaukee	office
76	CVC MANAGER, LLC venture · Milwaukee	office
77	GENERATION GROWTH CAPITAL PARTNERS III, LLC private equity · Milwaukee	office
78	GENERATION GROWTH CAPITAL PARTNERS IV, LLC private equity · Milwaukee	office
79	PRESCIENT CAPITAL MANAGEMENT, LLC Delafield	office
80	RACON CAPITAL private equity · Milwaukee	office

80 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.