Home
Financial Advisor
Minnesota
Wayzata
SOMERSET GROUP LLC

SOMERSET GROUP LLC

Tel: 952-681-7254 15600 Wayzata Blvd Suite 304 Wayzata, Minnesota 55391

About SOMERSET GROUP LLC

SOMERSET GROUP LLC is a Wayzata, Minnesota based financial advisory firm with nearly $135,118,912 in assets under management and provides investment advisory services for 161 clients. There are currently 3 financial advisors at the firm.

General Information
Firm CRD#:

160282

Firm SEC#:

801-73020

Assets Under Management:

$135,118,912

No. of Clients:

161

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Minnesota?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Minnesota, Wayzata

FirmCRD#:282439
SEC#:801-107078
No. of Advisors:200
No. of Clients:3
AUM:$137,829,756,000
FirmCRD#:129963
SEC#:801-62669
No. of Advisors:9
No. of Clients:1879
AUM:$888,960,409
FirmCRD#:133959
SEC#:801-63853
No. of Advisors:20
No. of Clients:15
AUM:$852,395,109
FirmCRD#:168600
SEC#:801-78425
No. of Advisors:18
No. of Clients:1771
AUM:$475,415,237
FirmCRD#:323379
SEC#:801-127043
No. of Advisors:16
No. of Clients:3
AUM:$418,171,616
FirmCRD#:119436
SEC#:801-79412
No. of Advisors:4
No. of Clients:192
AUM:$408,830,550
FirmCRD#:332688
SEC#:801-130998
No. of Advisors:3
No. of Clients:52
AUM:$379,341,058
FirmCRD#:143138
SEC#:801-99370
No. of Advisors:3
No. of Clients:204
AUM:$351,812,366
FirmCRD#:298142
SEC#:801-128339
No. of Advisors:10
No. of Clients:7
AUM:$279,650,151
FirmCRD#:310523
SEC#:801-119617
No. of Advisors:3
No. of Clients:357
AUM:$267,189,818
FirmCRD#:285739
SEC#:801-111736
No. of Advisors:2
No. of Clients:14
AUM:$212,813,314
FirmCRD#:132046
SEC#:801-63304
No. of Advisors:7
No. of Clients:2
AUM:$183,780,314
FirmCRD#:143279
SEC#:801-67607
No. of Advisors:2
No. of Clients:179
AUM:$171,741,051
FirmCRD#:147447
SEC#:801-132043
No. of Advisors:3
No. of Clients:513
AUM:$141,136,011

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.