City
Wealth management firms in Wayzata, Minnesota
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Wayzata, Minnesota reported $2.1 billion in regulatory assets under management; the largest by assets was 360 Financial, with $700.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $2.1 billion
- Average per firm
- $177.5 million
- SEC-registered, of those listed
- 7 of 12 (58.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | 360 Financial | SEC | $700.5 million | 2,079 |
| 2 | Fiat Wealth Management | SEC | $517.4 million | 2,257 |
| 3 | Pack Private Wealth, LLC | SEC | $326.2 million | 398 |
| 4 | Bannerstone Capital | SEC | $155.3 million | 549 |
| 5 | Perkins Capital Management Inc | SEC | $147.8 million | 138 |
| 6 | Somerset Group LLC | SEC | $145.6 million | 161 |
| 7 | Cove Financial Planning, LLC | State | $99.0 million | 234 |
| 8 | Rocket Capital Management, L.L.C. | State | $32.4 million | 89 |
| 9 | Jse Wealth Management LLC | State | $4.0 million | 20 |
| 10 | Wellencourt Wealth Management LLC | State | $1.2 million | 10 |
| 11 | B&E Investment Advisers, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
| 12 | Boria Wealth Management, Ltd | SEC | $0 | 0 |
Wealth management firms in Minnesota, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.