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Best Financial Advisors in Duluth, MN
15 firms listed · 9 in Duluth · 1 open weekends · 7 rated 4.5+
Data verified October 21, 2026
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Liberty Wealth Management of Raymond James
“My family and I have used Liberty Wealth Management for many years for our financial planning and investment needs.”
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Lake Rock Wealth Management
“We left another financial planner because we were frustrated with a bunch of old guys who didn't listen or care, and who constantly mansplained to us.”
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Lake Superior Financial Services
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Stolat Partners
“Good group of people to work with.”
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Jnba Financial Advisors
“We uploaded documents to a secure portal beforehand, he did his homework, and our meeting was 1 hour which was all we ended up needing.”
The 15 firms listed for Duluth, MN provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Duluth, MN
Of the 15 firms we list here, 9 are in Duluth itself and 6 come from Hermantown (4, 5 mi), Superior, WI (1, 4 mi) and Moose Lake (1, 38 mi). 8 of the firms on this page have a rating, from 4.0 to 5.0 across 22 reviews; 7 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), portfolio management (3), education planning (2), retirement planning (2) and risk management (2). 2 have a BBB rating of A or A+. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; all 15 publish a contact page and 8 list a public email. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Duluth listed here?
9 of the 15 firms are located in Duluth. The others come from other towns within 40 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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SWA | Duluth Financial Advisors
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Northland Capital Management
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Tidal Wealth Advisors
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JMR Financial Group
- Investment
“Al Jablonski, specifically, has brought the investment world down from the complicated idea to a simplified version for my clients that are not fully aware of all of the potential, risks, etc.”
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Urshan Retirement Group
“Not only have they been very good at achieving sound financial results for us, they have also been instrumental in helping us navigate the transition into retirement.”
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Signature Wealth Management
- Knowledge
“I have worked with John Herron for both my personal & business financials for many years & am always impressed & amazed with his knowledge, sensitivity & understanding.”
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Align Financial
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Neill Atkins Cetera Advisor Networks
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Agate Financial Services
Why these companies made our list
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