AWARDS + RECOGNITIONS

Annex Wealth Management does not pay for awards, although we may pay an entrance fee to participate. Annex has been recognized by unaffiliated industry sources.

Top Workplaces

2021 | 2020 | 2019

Top Financial Advisors In America

2020 | 2019

Top 100 Wealth Managers

2020

Top 1,200
Advisor List

2019 | 2018

RIA Survey & Ranking

2020 | 2019 | 2018

Top 8 | Best Financial Advisors In Wisconsin

2020

Largest MKE Area
Investment Managers

2018

4.5 Stars

2020

Brookfield Business Hall of Fame

2021

Top Workplace

2021 | 2020 | 2019

Learn more →

Top Financial Advisors In America

2020 | 2019

Learn more →

Top 100 Wealth Managers

2020

Learn more →

Top 1,200
Advisor List

2019 | 2018

Learn more →

RIA Survey & Ranking

2020 | 2019 | 2018

Learn more →

Top 8 | Best Financial Advisors In Wisconsin

2020

Learn more →

Largest MKE Area
Investment Managers

2018

Learn more →

4.5 Stars

2020

Learn more →

Brookfield Business Hall of Fame

2021

Learn more →