Best Financial Advisors in WAYZATA, Minnesota
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in WAYZATA
PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.
WAYZATA, MN · Since 2014
WAYZATA INVESTMENT PARTNERS LLC
WAYZATA, MN · Since 2004
BANNERSTONE CAPITAL
WAYZATA, MN · Since 2025
ACM
WAYZATA, MN · Since 2017
FIAT WEALTH MANAGEMENT
WAYZATA, MN · Since 2022
BLACK LAKE INVESTMENTS LLC
WAYZATA, MN · Since 2025
PERKINS CAPITAL MANAGEMENT INC
WAYZATA, MN · Since 1984
MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC
WAYZATA, MN · Since 2004
NORTH SKY CAPITAL, LLC
WAYZATA, MN · Since 2005
SOMERSET GROUP LLC
WAYZATA, MN · Since 2012
GARDA CAPITAL PARTNERS
WAYZATA, MN · Since 2016
PACK PRIVATE WEALTH, LLC
WAYZATA, MN · Since 2020
ESTUARY CAPITAL MANAGEMENT LP
WAYZATA, MN · Since 2022
HUNTER STREET PARTNERS, LP
WAYZATA, MN · Since 2024
360 FINANCIAL
WAYZATA, MN · Since 2013
WALLEYE CAPITAL LLC
WAYZATA, MN · Since 2018
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.