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Find The Best Financial Advisors in Wayzata, Minnesota

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

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How To Find The Best Financial Advisors in Wayzata, Minnesota

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Wayzata, Minnesota, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in Wayzata, Minnesota, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Wayzata, Minnesota have an average of 27 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Wayzata, Minnesota

advisor-photo

Joe Schwarz

Schwarz Dygos Wheeler Investment Advisors LLC

612-355-4365

Top Financial Advisor Firms in Wayzata, Minnesota (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
GARDA CAPITAL PARTNERS
305 Lake Street East,
Wayzata, MN, 55391
282439 $118,495,198,000 3 A Percentage of AUM, Performance Based
BLUE ROCK ADVISORS, LLC
445 East Lake Street, Suite 120,
Wayzata, MN, 55391
281831 $2,672,005,433 8 A Percentage of AUM, Performance Based
NORTH SKY CAPITAL, LLC
701 Lake Street East, Suite 350
Wayzata, MN, 55391
133959 $1,002,717,514 16 A Percentage of AUM, Performance Based
PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.
15600 Wayzata Blvd., Suite 101
Wayzata, MN, 55391
119436 $428,038,139 189 A Percentage of AUM, Hourly charges, Fixed Fees
360 FINANCIAL
849 Lake Street East,
Wayzata, MN, 55391
168600 $420,597,493 1726 A Percentage of AUM, Hourly charges, Fixed Fees
DOUGHERTY WEALTH ADVISERS LLC
861 Lake Street North,
Wayzata, MN, 55391
143138 $323,889,451 192 A Percentage of AUM, Fixed Fees, Commission Based
ACM
801 Twelve Oaks Center Drive, Suite 817
Wayzata, MN, 55391
285739 $268,741,896 3 A Percentage of AUM, Fixed Fees, Performance Based
ESTUARY CAPITAL MANAGEMENT LP
308 Walker Avenue South,
Wayzata, MN, 55391
323379 $236,693,000 3 A Percentage of AUM, Performance Based
PACK PRIVATE WEALTH, LLC
1905 Wayzata Blvd., Suite 320
Wayzata, MN, 55391
310523 $171,954,000 296 A Percentage of AUM, Fixed Fees
QUANTITATIVE ASSET MANAGEMENT, LLC
641 E. Lake Street, Suite 216
Wayzata, MN, 55391
143279 $152,971,649 357 A Percentage of AUM
SOMERSET GROUP LLC
15600 Wayzata Blvd, Suite 304
Wayzata, MN, 55391
160282 $141,230,431 174 A Percentage of AUM
NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC
315 Lake St E, Suite 301
Wayzata, MN, 55391-3172
173350 $140,578,754 3 A Percentage of AUM, Performance Based
NORTHERN PACIFIC GROUP, L.P.
315 Lake St E, Suite 301
Wayzata, MN, 55391
299012 $140,578,754 4 A Percentage of AUM, Performance Based
FIAT WEALTH MANAGEMENT
1905 Wayzata Blvd, Suite 320
Wayzata, MN, 55391
318201 $133,444,496 1335 A Percentage of AUM, Hourly charges, Fixed Fees
PERKINS CAPITAL MANAGEMENT INC
730 Lake Street East,
Wayzata, MN, 55391-1769
105028 $115,005,222 155 A Percentage of AUM

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