AdvisorRanked

Best Financial Advisors in WAYZATA, Minnesota

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

16
Registered Firms
0.95%
Median Fee
of assets/year
$517M
Median AUM
16
Firms Listed
in our database

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Top Rated Established Verified16 firms shown

Top-Ranked Advisors in WAYZATA

#1
88

WAYZATA INVESTMENT PARTNERS LLC

WAYZATA, MN · Since 2004

$9M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
86

PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.

WAYZATA, MN · Since 2014

$505M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
86

ACM

WAYZATA, MN · Since 2017

$231M AUM0 clientsFee: 0%
FiduciaryFee-Only
#4
85

FIAT WEALTH MANAGEMENT

WAYZATA, MN · Since 2022

$517M AUM13 clientsFee: 0%
FiduciaryFee-Only
#5
85

BLACK LAKE INVESTMENTS LLC

WAYZATA, MN · Since 2025

$1.2B AUM3 clientsFee: 0%
FiduciaryFee-Only
#6
83

BANNERSTONE CAPITAL

WAYZATA, MN · Since 2025

$155M AUM3 clientsFee: 0%
FiduciaryFee-Only
#7
82

GARDA CAPITAL PARTNERS

WAYZATA, MN · Since 2016

$207.1B AUM70 clientsFee: 0%
FiduciaryFee-Only
#8
80

NORTH SKY CAPITAL, LLC

WAYZATA, MN · Since 2005

$986M AUM13 clientsFee: 0%
FiduciaryFee-Only
#9
79

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

WAYZATA, MN · Since 2004

$1.1B AUM3 clientsFee: 0%
FiduciaryFee-Only
#10
78

PERKINS CAPITAL MANAGEMENT INC

WAYZATA, MN · Since 1984

$139M AUM3 clientsFee: 0%
FiduciaryFee-Only
#11
78

SOMERSET GROUP LLC

WAYZATA, MN · Since 2012

$146M AUM2 clientsFee: 0%
FiduciaryFee-Only
#12
77

ESTUARY CAPITAL MANAGEMENT LP

WAYZATA, MN · Since 2022

$854M AUM13 clientsFee: 0%
FiduciaryFee-Only
#13
76

PACK PRIVATE WEALTH, LLC

WAYZATA, MN · Since 2020

$326M AUM2 clientsFee: 0%
FiduciaryFee-Only
#14
75

HUNTER STREET PARTNERS, LP

WAYZATA, MN · Since 2024

$313M AUM5 clientsFee: 0%
FiduciaryFee-Only
#15

360 FINANCIAL

WAYZATA, MN · Since 2013

$701M AUM10 clientsFee: 0%
FiduciaryFee-Only
#16

WALLEYE CAPITAL LLC

WAYZATA, MN · Since 2018

$52.1B AUM138 clientsFee: 0%
FiduciaryFee-Only2 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

What's the average financial advisor fee in WAYZATA?

The median advisory fee in WAYZATA, MN is 0.95% of assets under management per year, based on Form ADV filings from 16 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.