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Every year, RIA Channel releases a list of its top 100 RIAs via its RIA Database, which is a core provider for rankings for Investment News quarterly rankings. RIA Database uses quantitative and qualitative criteria to create the rankings, and its rankings are also...
Annex Wealth Management continues to grab national attention, this time for being named to Financial Advisor’s 2018 RIA Ranking - only one of three Wisconsin firms in the annual ranking’s top 200 firms, based on assets under management. Financial Advisor...
It’s becoming an annual tradition. Once again, we’re honored to announce we’ve been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. RIA firms...
Annex Wealth Management was named one of southeastern Wisconsin's "Fastest Growing Firms," an award bestowed on 31 winners this year. The Milwaukee Business Journal selects companies that have displayed significant growth over the past three years. This year’s...
Annex Wealth Management has been named to the Financial Times 300 Top Registered Investment Advisers for the second consecutive year, an award given to only two practices in Wisconsin. More than 2,000 elite RIA firms were invited to apply for consideration, based on...
Annex Wealth Management has been named a 2015 Top 10 Business of the Year by the Waukesha County Business Alliance and BizTimes Media. The annual awards program recognizes companies headquartered in southeastern Wisconsin that have demonstrated consistent financial...
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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