Top Financial Advisors in Wayzata, Minnesota
Finding the right financial advisor in Wayzata is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Wayzata, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Wayzata, MN.
Find the Best Financial Advisor Firms in Wayzata:
360 FINANCIAL
CRD#: 168600
Address: 849 Lake Street East, Wayzata, MN 55391
Clients: 683
Average Clients per Advisor: 136
AUM: $ 568M
PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.
CRD#: 119436
Address: 15600 Wayzata Blvd. Suite 101, Wayzata, MN 55391
Clients: 55
Average Clients per Advisor: 13
AUM: $ 455M
DOUGHERTY WEALTH ADVISERS LLC
CRD#: 143138
Address: 861 Lake Street North, Wayzata, MN 55391
Clients: 28
Average Clients per Advisor: 9
AUM: $ 418M
FIAT WEALTH MANAGEMENT
CRD#: 318201
Address: 1905 Wayzata Blvd Suite 320, Wayzata, MN 55391
Clients: 841
Average Clients per Advisor: 84
AUM: $ 371M
PACK PRIVATE WEALTH, LLC
CRD#: 310523
Address: 1905 Wayzata Blvd. Suite 320, Wayzata, MN 55391
Clients: 103
Average Clients per Advisor: 51
AUM: $ 267M
BANNERSTONE CAPITAL
CRD#: 147447
Address: 328 Barry Avenue South Suite 210, Wayzata, MN 55391
Clients: 77
Average Clients per Advisor: 25
AUM: $ 144M
How We Chose the Top Financial Advisors in Wayzata, Minnesota
To create this list of top financial advisor firms in Wayzata, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Wayzata has to offer.
Search Financial Advisors in Wayzata, Minnesota
Kyle Klatt
Chad Jonathan Rusten
Steven Craig Kumagai
Paul Joseph Notermann
John Joseph Miller
Christopher John Pidel
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
