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Wealth Managers in Brown Deer, WI: 2026 rankings

29 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Brown Deer: DBHW Wealth Partners, RFA Score 69/100; 4.7★ from 200 Google reviews.

  2. 2

    Most-reviewed: Wealth Enhancement Group, 38 Google reviews at 5.0★, the most of 29 ranked after DBHW Wealth Partners; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

29 Brown Deer wealth managers are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 29 rated firms.

Most of this list also appears on the Wealth managers in Milwaukee ranking. See Wealth managers in Milwaukee

Top 10 wealth managers in Brown Deer at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 wealth managers in Brown Deer at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1DBHW Wealth Partners694.7★ (200)South Milwaukee, 18 mi away—Top score
2Wealth Enhancement Group685.0★ (38)Milwaukee, 3 mi away—Most reviews
3Wealth Enhancement Group665.0★ (35)Brookfield, 12 mi away——
4Lake Country Wealth Strategies655.0★ (25)Menomonee Falls, 15 mi awayEvenings—
5IAG Wealth Partners, LLC654.8★ (29)Waukesha, 15 mi away——
6Resilient Wealth Planning | Milwaukee Financial Advisor645.0★ (16)Brookfield, 12 mi away——
7Real Wealth Advisors, LLC625.0★ (8)Brookfield, 12 mi away——
8Annex Wealth Management, Mequon Branch624.3★ (6)Mequon, 6 mi away——
9Fortress Wealth and Retirement625.0★ (5)Mequon, 7 mi away——
10East Valley Wealth & Retirement625.0★ (7)Brookfield, 12 mi away——

All 29 wealth managers in Brown Deer, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Brown Deer

    #1 DBHW Wealth Partners

    Based in South Milwaukee, 18 mi away

    69/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.7★ from 200 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 200 Google reviews
    Hours
    Mon–Fri 8 AM–12 PM · Sat–Sun closed
    Address
    1125 Milwaukee Ave, South Milwaukee, WI 53172
    View profile for DBHW Wealth Partners(414) 764-7330

  2. #2 Wealth Enhancement Group

    Based in Milwaukee, 3 mi away

    68/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 38 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    8909 N Port Washington Rd Ste 206, Milwaukee, WI 53217
    View profile for Wealth Enhancement Group(414) 352-8460

  5. #5 IAG Wealth Partners, LLC

    Based in Waukesha, 15 mi away

    65/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.8★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 29 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    N19W24200 Riverwood Dr #150, Waukesha, WI 53188
    View profile for IAG Wealth Partners, LLC(262) 446-8150

  7. #7 Real Wealth Advisors, LLC

    Based in Brookfield, 12 mi away

    62/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3:30 PM · Sat–Sun closed
    Address
    300 N Executive Dr #125, Brookfield, WI 53005
    View profile for Real Wealth Advisors, LLC(414) 808-2345

  12. #12 Annex Wealth Management

    Based in Brookfield, 13 mi away

    61/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 3.8★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 9 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    17950 W Corporate Dr Ste 300, Brookfield, WI 53045
    View profile for Annex Wealth Management(262) 786-6363

  14. #14 Du Charme Wealth Management

    Based in New Berlin, 14 mi away

    61/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    2665 S Moorland Rd Suites 100 & 212, New Berlin, WI 53151
    View profile for Du Charme Wealth Management(262) 505-5740

  19. #19 Wealthspire

    Based in Oconomowoc, 23 mi away

    60/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    709B Milwaukee St, Delafield, WI 53018
    View profile for Wealthspire(262) 326-6090

  22. #22 Wealthspire

    Based in Milwaukee, 9 mi away

    60/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Financial advisor”.

    • 3.7★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    330 E Kilbourn Ave Ste 1219, Milwaukee, WI 53202
    View profile for Wealthspire(414) 509-1321

  23. #23 Richard Dallen - Private Wealth Advisor, Ameriprise Financial Services, LLC

    Based in Brookfield, 13 mi away

    60/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 4 Google reviews
    Hours
    Mon–Tue 8 AM–5 PM · Wed 8 AM–6:30 PM · Thu–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    18000 W Sarah Ln Ste 230, Brookfield, WI 53045
    View profile for Richard Dallen - Private Wealth Advisor, Ameriprise Financial Services, LLC(262) 754-9444

How we ranked Brown Deer wealth managers

We scored 29 Brown Deer wealth managers on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Brown Deer data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a wealth manager

  1. Confirm the wealth manager and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a wealth manager

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my wealth manager?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Wealth managers in Brown Deer: frequently asked questions

Which wealth manager has the highest RFA Score in Brown Deer?

By RFA Score, the highest-ranked wealth manager in Brown Deer, WI is DBHW Wealth Partners with an RFA Score of 69/100. It has 4.7★ from 200 Google reviews. Wealth Enhancement Group (#2) and Wealth Enhancement Group (#3) follow. We ranked 29 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Brown Deer?

RankedFinancialAdvisors ranks 29 wealth managers serving Brown Deer, WI. Counts are as of November 2026.

Which wealth managers in Brown Deer work on weekends?

1 of 29 ranked wealth managers post Saturday hours. The highest-ranked open Saturdays is Navigation Wealth Management (#17). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Brown Deer wealth managers have?

The median Google rating among 29 rated wealth managers in Brown Deer is 5.0★, with a median of 7 reviews. DBHW Wealth Partners has the most, 200 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do wealth managers outside Brown Deer count in this ranking?

Yes, if they are within 40 mi of the Brown Deer city center, our service radius for wealth managers. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can wealth managers pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Brown Deer ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers wealth management and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a wealth manager’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every wealth manager in Brown Deer a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do wealth managers charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Brown Deer

  1. November 2026: RFA Scores recalculated for 29 wealth managers serving Brown Deer.

More wealth managers and Brown Deer pages