Financial advisors and lenders · Minnesota

Financial advisors and lenders in Wayzata, MN

129 financial advisors in Wayzata with phone numbers, 22 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Wayzata list freeSee a sample
129
businesses
100%
have a phone number
17%
have an email address (22)
—
average Google rating
Sample

A sample of financial advisors and lenders in Wayzata

Twelve of the 129 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Perkins Capital ManagementFinancial Planner—Yes(952) •••-••••Available
Aurochs Financial GroupFinancial Service; Legal Service—Yes(952) •••-••••Available
Edward Jones - Financial Advisor: Paul A AffeldtFinancial Service; Legal Service—Yes(952) •••-••••Available
Edward Jones - Financial Advisor: Jian Yang, CFP |CEPA |AAMS |CRPC |CRPSFinancial Service; Legal Service—Yes(952) •••-••••Available
ClearPath Wealth AdvisorsFinancial Service; Legal Service; Business Service—Yes(952) •••-••••Available
Executive Title - WayzataFinancial Service; Legal Service—Yes(952) •••-••••Available
Milestone InvestmentsFinancial Service; Legal Service—Yes(952) •••-••••Available
River Oaks CapitalFinancial Planner—Yes(952) •••-••••Available
AmeriStar AgencyFinancial Service; Legal Service—Yes(763) •••-••••Available
Envision LendingLoans Agency—Yes(952) •••-••••Available
Advanced Payment TechnologiesFinancial Service—Yes(952) •••-••••Available
Sincere FinancialFinancial Service; Legal Service—Yes(952) •••-••••Available

Showing 12 of 129. Data refreshed October 2026.

The market

What Wayzata's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 129 have no rating yet — prime prospects for review and reputation services.
8 (6%) have no website listed — a ready-made list for web design and SEO offers.
19% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service48
  • Financial Service; Legal Service; Business Service33
  • Financial Planner25
  • Loans Agency9
  • Financial Service3
  • Financial Service; Legal Service; Office2

Area codes

  • (952)112
  • (612)7
  • (763)3
  • (651)2
  • (320)1
  • (805)1
Playbook

How to sell to financial advisors in Wayzata

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Wayzata financial advisors leads

How many financial advisors and lenders in Wayzata, MN are in the database?
129 financial advisors and lenders in Wayzata, MN, as of October 2026. 129 of them have a phone number and 22 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Wayzata list of 129 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

Minneapolis, MNSaint Paul, MNRochester, MNBurnsville, MNEden Prairie, MNDuluth, MNBloomington, MNEdina, MNAll financial advisors and lenders →

Start calling Wayzata financial advisors today

25 free credits, no card. Search "financial advisors in Wayzata" and unlock your first 25 contacts.

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