6 advisors with offices in Duluth. Credentials, fee structures, and minimums are disclosed on each listing.
Duluth, Minnesota
Barry Bigelow - Financial Advisor at Farther is an investment advisory firm in Duluth, Minnesota. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open daily.
View detailsDuluth, Minnesota
Insurance-Based
Herried Financial Strategies LLC, based in Duluth, Minnesota, is an insurance-focused financial advisory firm founded and led by Eric P. Herried, a CFP® and ChFC® credential holder with over 20 years of industry experience. The firm provides financial planning and insurance analysis services, with particular emphasis on retirement planning and a process that begins by understanding each client's financial background and values. The firm characterizes its approach as ongoing financial planning aimed at clarifying goals and aligning financial decisions with what matters most to clients and their families.
View detailsDuluth, Minnesota
Lake Rock Wealth Management is an investment advisory firm in Duluth, Minnesota. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.
View detailsDuluth, Minnesota
Wirehouse
Merrill Lynch Wealth Management is a wirehouse firm in Duluth, Minnesota. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.
View detailsDuluth, Minnesota
Insurance-Based
Northwestern Mutual is an insurance-based firm in Duluth, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning.
View detailsDuluth, Minnesota
Thrivent Financial – Duluth is an investment advisory firm in Duluth, Minnesota. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.
View detailsAdvisors serving Duluth specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Minnesota's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.