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

Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors in Wayzata, MN

Every SEC-registered investment adviser representative at a Merrill Lynch, Pierce, Fenner & Smith Incorporated office in Wayzata, A to Z.

The short answer

58 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayzata, out of 22,881 at the firm nationwide; it ranks number 3 in the city by advisors. 3 list the CFP designation and 58 are also registered broker representatives.

Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in Wayzata, A to Z

Every Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor →

Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in other cities

New York, NY 2,514Jacksonville, FL 679Pennington, NJ 556Chicago, IL 475Charlotte, NC 428Houston, TX 379Los Angeles, CA 341Boston, MA 338Chandler, AZ 300Miami, FL 276Atlanta, GA 259Dallas, TX 239San Francisco, CA 218Riverside, RI 198Newport Beach, CA 191

Other firms in Wayzata

All Wayzata advisors →

Morgan Stanley 71RBC Capital Markets, LLC 71UBS Financial Services Inc. 40Wells Fargo Clearing Services, LLC 34Wells Fargo Advisors Financial Network, LLC 24Fiat Wealth Management 13Ameriprise 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 Merrill Lynch, Pierce, Fenner & Smith Incorporated have in Wayzata?

58 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in Wayzata, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 22,881 nationwide. 3 list the CFP designation and 58 are also registered as broker representatives.

Is Merrill Lynch, Pierce, Fenner & Smith Incorporated one of the largest advisor employers in Wayzata?

Merrill Lynch, Pierce, Fenner & Smith Incorporated ranks number 3 in Wayzata by registered advisors; Morgan Stanley has the most, with 71.

How do I check a Merrill Lynch, Pierce, Fenner & Smith Incorporated 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 Merrill Lynch, Pierce, Fenner & Smith Incorporated 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.