Falists

Minnesota · 20 advisers

Financial Advisors in Wayzata, Minnesota

Looking for a financial advisor in Wayzata, Minnesota? Falists indexes 20 SEC-registered and state-registered investment advisers in Wayzata — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 19 firms list a website you can visit directly. Firms in this directory manage up to $207.10B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

20

With website

19

Largest AUM

$207.10B

Financial planning

7

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

Top advisors in Wayzata

Ranked by AUM · Fees, team & specialties at a glance

View all 20

360 FINANCIAL

Wayzata, MN

AUM

$700.5M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

10 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

952-542-8900

ACM

Wayzata, MN

AUM

$231.2M

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

0 total employees

Clients

Fees

Percentage of AUM; Fixed fees

612-217-1143

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Common questions

How many financial advisors are in Wayzata, Minnesota?
20 registered investment advisers are listed in our Wayzata directory, sourced from public SEC filings.
What types of advisors are in Wayzata?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Wayzata?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.