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:
NEW ERA FINANCIAL ADVISORS, INC.
CRD#: 110603
Address: 801 Twelve Oaks Center Drive Suite 826, Wayzata, MN 55391
Clients: 1,436
Average Clients per Advisor: 130
AUM: $ 964M
PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.
CRD#: 119436
Address: 15600 Wayzata Blvd. Suite 101, Wayzata, MN 55391
Clients: 57
Average Clients per Advisor: 14
AUM: $ 428M
360 FINANCIAL
CRD#: 168600
Address: 849 Lake Street East, Wayzata, MN 55391
Clients: 892
Average Clients per Advisor: 127
AUM: $ 421M
DOUGHERTY WEALTH ADVISERS LLC
CRD#: 143138
Address: 861 Lake Street North, Wayzata, MN 55391
Clients: 20
Average Clients per Advisor: 10
AUM: $ 324M
PACK PRIVATE WEALTH, LLC
CRD#: 310523
Address: 1905 Wayzata Blvd. Suite 320, Wayzata, MN 55391
Clients: 18
Average Clients per Advisor: 9
AUM: $ 172M
SOMERSET GROUP LLC
CRD#: 160282
Address: 15600 Wayzata Blvd Suite 304, Wayzata, MN 55391
Clients: 38
Average Clients per Advisor: 12
AUM: $ 141M
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
Nathan Ray Odegard
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Joel Brost Bierwagen Bierbach
Registered Affiliation(s):EDWARD JONES
Robert Joseph Arnoldy
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Paul William Cochran
Registered Affiliation(s):EDWARD JONES
Keith Robert Stein
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Brian Christopher Schulte
Registered Affiliation(s):EDWARD JONES
Jack Gresser
Registered Affiliation(s):EDWARD JONES
Marc Jerome Terris
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Thomas Craig Barth
Registered Affiliation(s):EDWARD JONES
Christina K Boyd
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jay Edwin Rothmeier
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jonathan Stewart Liles
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Tenielle Marie Shallman
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Roger Mcconnell
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Steven Francis Petcovic
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Sharon Alison Bloodworth
Registered Affiliation(s):WHITE OAKS WEALTH ADVISORS, INC.
Jeremy Scott Christensen
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Steven Dennis Rosvold
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Theodore John Hamlin
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Patricia Rae Savre
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Shawn Michael Murray
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Glenn Mark Stewart
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Patrick G. Growe
Registered Affiliation(s):EDWARD JONES
Scott Dennis Oeth
Registered Affiliation(s):CAHILL FINANCIAL ADVISORS, INC.
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.
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