Top financial advisors in Duluth, MN
We’ve curated a list of the best financial advisors in Duluth, take a look at it below
Find an advisor in Duluth| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $313,000,000 | 1 advisors | ||
| 2 | $172,676,485 | 7 advisors |
How we came up with this list
To generate our top financial advisors list in Duluth, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Duluth. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Wheeler Retirement Plans LLC
Wheeler Retirement Plans LLC is a financial advisory firm based in Duluth, Minnesota. It currently has approximately $313,000,000 of assets under management and employs about 1 people. Wheeler Retirement Plans LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$313,000,000
Headcount
1 advisor
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-128751
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Educational Seminars/workshops
Solpacific, LLC
Solpacific, LLC is a financial advisory firm based in Duluth, Minnesota. It currently has approximately $172,676,485 of assets under management and employs about 7 people. Solpacific, LLC uses a fee structure of and performance-based fees.
Assets under management
$172,676,485
Headcount
7 advisors
Fee structure
Performance-based fees
SEC number
801-126254
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.