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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 7 vetted financial advisors and 17 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 23 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

Chad Lea

Strategic Wealth Group

call952-818-2430

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 $137,829,756,000 3 A percentage of AUM, Performance Based
MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC
3620 County Road 101 S.,
Wayzata, MN, 55391
129963 $888,960,409 1879 A percentage of AUM
NORTH SKY CAPITAL, LLC
701 Lake Street East, Suite 350
Wayzata, MN, 55391
133959 $852,395,109 15 A percentage of AUM, Performance Based
360 FINANCIAL
849 Lake Street East,
Wayzata, MN, 55391
168600 $475,415,237 1771 A percentage of AUM, Hourly charges, Fixed fees
ESTUARY CAPITAL MANAGEMENT LP
308 Walker Avenue South,
Wayzata, MN, 55391
323379 $418,171,616 3 A percentage of AUM, Performance Based
PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.
15600 Wayzata Blvd., Suite 101
Wayzata, MN, 55391
119436 $408,830,550 192 A percentage of AUM, Hourly charges, Fixed fees
HUNTER KEITH INDUSTRIES, INC.
681 Lake Street East, Suite 262
Wayzata, MN, 55391
332688 $379,341,058 52 A percentage of AUM, Hourly charges, Fixed fees
FIAT WEALTH MANAGEMENT
1905 Wayzata Blvd, Suite 320
Wayzata, MN, 55391
318201 $370,627,618 2014 A percentage of AUM, Hourly charges, Fixed fees
DOUGHERTY WEALTH ADVISERS LLC
861 Lake Street North,
Wayzata, MN, 55391
143138 $351,812,366 204 A percentage of AUM, Fixed fees, Commission Based
HUNTER STREET PARTNERS, LP
701 Lake Street, Suite 270
Wayzata, MN, 55391
298142 $279,650,151 7 A percentage of AUM, Performance Based
PACK PRIVATE WEALTH, LLC
1905 Wayzata Blvd., Suite 320
Wayzata, MN, 55391
310523 $267,189,818 357 A percentage of AUM
ACM
801 Twelve Oaks Center Drive, Suite 817
Wayzata, MN, 55391
285739 $212,813,314 14 A percentage of AUM, Fixed fees
WAYZATA INVESTMENT PARTNERS LLC
1907 E Wayzata Blvd, Suite 300
Wayzata, MN, 55391
132046 $183,780,314 2 A percentage of AUM, Performance Based
QUANTITATIVE ASSET MANAGEMENT, LLC
641 E. Lake Street, Suite 216
Wayzata, MN, 55391
143279 $171,741,051 179 A percentage of AUM
BANNERSTONE CAPITAL
328 Barry Avenue South, Suite 210
Wayzata, MN, 55391
147447 $141,136,011 513 A percentage of AUM

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