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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Navista Wealth Management, Inc. financial advisors in Minnetonka, MN

Every SEC-registered investment adviser representative at a Navista Wealth Management, Inc. office in Minnetonka, A to Z.

The short answer

3 registered advisors work at Navista Wealth Management, Inc. in Minnetonka, out of 4 at the firm nationwide; it ranks number 32 in the city by advisors. 2 list the CFP designation and 2 are also registered broker representatives.

Navista Wealth Management, Inc. advisors in Minnetonka, A to Z

Every Navista Wealth Management, Inc. advisor →

Navista Wealth Management, Inc. advisors in every city and state →Navista Wealth Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Navista Wealth Management, Inc. advisors in other cities

Naples, FL 1

Other firms in Minnetonka

All Minnetonka advisors →

Cetera Investment Advisers LLC 52Ameriprise Financial Services, LLC 44Advisornet Wealth Partners 39Principal Securities, Inc. 29Osaic Wealth, Inc. 22Park Avenue Securities LLC 19Strategic Advisers LLC 18Bluestem Wealth Partners, LLC 16Robert W. Baird & Co. Incorporated 15Captrust 12Cresset Asset Management, LLC 11Great Valley Advisor Group, LLC 11

Questions

How many financial advisors does Navista Wealth Management, Inc. have in Minnetonka?

3 investment adviser representatives are registered at Navista Wealth Management, Inc. offices in Minnetonka, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 2 are also registered as broker representatives.

Is Navista Wealth Management, Inc. one of the largest advisor employers in Minnetonka?

Navista Wealth Management, Inc. ranks number 32 in Minnetonka by registered advisors; Cetera Investment Advisers LLC has the most, with 52.

How do I check a Navista Wealth Management, Inc. advisor in Minnetonka?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Navista Wealth Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.