Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Fiat Wealth Management financial advisors in Wayzata, MN

Every SEC-registered investment adviser representative at a Fiat Wealth Management office in Wayzata, A to Z.

13 registered advisors work at Fiat Wealth Management in Wayzata, out of 14 at the firm nationwide; it ranks number 7 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Fiat Wealth Management advisors in Wayzata, A to Z

Every Fiat Wealth Management advisor →

Fiat Wealth Management advisors in other cities

Lebanon, IN 1

Other firms in Wayzata

All Wayzata advisors →

Morgan Stanley 71RBC Capital Markets, LLC 71Merrill Lynch, Pierce, Fenner & Smith Incorporated 57UBS Financial Services Inc. 40Wells Fargo Clearing Services, LLC 34Wells Fargo Advisors Financial Network, LLC 24Ameriprise Financial Services, LLC 12Charles Schwab & Co., Inc. 10360 Financial 7Edward Jones 7Cetera Investment Advisers LLC 6LPL Financial LLC 6

Questions

How many financial advisors does Fiat Wealth Management have in Wayzata?

13 investment adviser representatives are registered at Fiat Wealth Management offices in Wayzata, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 14 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Fiat Wealth Management one of the largest advisor employers in Wayzata?

Fiat Wealth Management ranks number 7 in Wayzata by registered advisors; Morgan Stanley has the most, with 71.

How do I check a Fiat Wealth Management advisor in Wayzata?

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 Fiat Wealth Management 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.