Top 6 financial advisors in Wayzata, MN
We’ve curated a list of the best financial advisors in Wayzata, take a look at it below
Find an advisor in Wayzata| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,002,717,514 | 19 advisors | ||
| 2 | $964,395,636 | 11 advisors | ||
| 3 | $268,741,896 | 3 advisors | ||
| 4 | $152,971,649 | 2 advisors | ||
| 5 | $140,578,754 | 6 advisors | ||
| 6 | $140,578,754 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in Wayzata, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wayzata. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
North Sky Capital, LLC
North Sky Capital, LLC is a financial advisory firm based in Wayzata, Minnesota. It currently has approximately $1,002,717,514 of assets under management and employs about 19 people. North Sky Capital, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$1,002,717,514
Headcount
19 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-63853
Services offered
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
New Era Financial Advisors, Inc.
New Era Financial Advisors, Inc. is a financial advisory firm based in Wayzata, Minnesota. It currently has approximately $964,395,636 of assets under management and employs about 11 people. New Era Financial Advisors, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$964,395,636
Headcount
11 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-26809
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Acm
Acm is a financial advisory firm based in Wayzata, Minnesota. It currently has approximately $268,741,896 of assets under management and employs about 3 people. Acm uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Assets under management
$268,741,896
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-111736
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Quantitative Asset Management, LLC
Quantitative Asset Management, LLC is a financial advisory firm based in Wayzata, Minnesota. It currently has approximately $152,971,649 of assets under management and employs about 2 people. Quantitative Asset Management, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$152,971,649
Headcount
2 advisors
Fee structure
A percentage of assets under your management
SEC number
801-67607
Services offered
Portfolio Management For Individuals And/or Small Businesses
Northern Pacific Group, L.p.
Northern Pacific Group, L.p. is a financial advisory firm based in Wayzata, Minnesota. It currently has approximately $140,578,754 of assets under management and employs about 6 people. Northern Pacific Group, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$140,578,754
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-117045
Services offered
Portfolio Management For Pooled Investment Vehicles
Northern Pacific Growth Investment Advisors, LLC
Northern Pacific Growth Investment Advisors, LLC is a financial advisory firm based in Wayzata, Minnesota. It currently has approximately $140,578,754 of assets under management and employs about 6 people. Northern Pacific Growth Investment Advisors, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$140,578,754
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-117047
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.