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

2023 | 2022 | 2021 | 2020 | 2019

Top Financial Advisors In America

2023 | 2021 | 2020 | 2019

Forbes – Top RIA Firm

2023

Top 100 Wealth Managers

2023 | 2020

Top 1,200
Advisor List

2023 | 2021 | 2020 | 2019 | 2018

Top 8 | Best Financial Advisors In Wisconsin

2022 | 2020

Largest MKE Area
Investment Managers

2020 | 2019 | 2018

4.5 Stars

2020

Brookfield Business Hall of Fame

2021