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4.5+ Stars · Duluth
Highly Rated Financial Advisors in Duluth, TX
Only the best make this list. These financial advisors in Duluth have earned 4.5+ star ratings from real customers — consistently.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Duluth, TX by verified customer ratings and review volume. The highest-rated is David Dick - Financial Advisor, Ameriprise Financial Services, LLC with a 5.0-star rating from 1 verified reviews. Also in the top tier: Kuttin Wealth Management - Ameriprise Financial Services, LLC and Jsa Financial Consultants Inc.. The average rating across all listed financial advisors in Duluth is 4.7 stars from 3 reviews per business on average.
Financial advisors in Duluth typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.7★
Avg rating
3
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
David Dick - Financial Advisor, Ameriprise Financial Services, LLC
700 Highlander Blvd Ste 335, Arlington, TX 76015, USA
Kuttin Wealth Management - Ameriprise Financial Services, LLC
700 Highlander Blvd Ste 335, Arlington, TX 76015, USA
Jsa Financial Consultants Inc.
3602 S Cooper St, Arlington, TX 76015, USA
Financial Advisors Rankings in Duluth, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | David Dick - Financial Advisor, Ameriprise Financial Services, LLC700 Highlander Blvd Ste 335, Arlington, TX 76015, USA | 5.0★ | 1 |
| #2 | Kuttin Wealth Management - Ameriprise Financial Services, LLC700 Highlander Blvd Ste 335, Arlington, TX 76015, USA | 1.0★ | 1 |
| #3 | Jsa Financial Consultants Inc.3602 S Cooper St, Arlington, TX 76015, USA | 5.0★ | 1 |
| #4 | Edward Jones - Financial Advisor: Jamil Ahmed, CFP®|CIMA®|CEPA®|CAP®|AAMS®|CRPC™|CRPS™2907 Medlin Dr Suite 102, Arlington, TX 76015, USA | 4.3★ | 4 |
| #5 | Legacy Stone Family Wealth - Ameriprise Financial Services, LLC2340 W Interstate 20 Ste 214, Arlington, TX 76017, USA | — | — |
| #6 | DES Financial Services Inc2641 Forum Dr, Grand Prairie, TX 75052, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Mike Allen1811 W Park Row Dr Suite C, Arlington, TX 76013, USA | 5.0★ | 2 |
| #8 | Edward Jones - Financial Advisor: Cary G Dover2304 Bardin Rd #101, Grand Prairie, TX 75052, USA | 5.0★ | 1 |
| #9 | Edward Jones - Financial Advisor: Curtis Pinney2304 Bardin Rd #101, Grand Prairie, TX 75052, USA | — | — |
| #10 | Phoenix Wealth Partners4606 Park Springs Blvd Suite 140, Arlington, TX 76017, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Duluth
Edward Jones - Financial Advisor: Jamil Ahmed, CFP®|CIMA®|CEPA®|CAP®|AAMS®|CRPC™|CRPS™
2907 Medlin Dr Suite 102, Arlington, TX 76015, USA
Legacy Stone Family Wealth - Ameriprise Financial Services, LLC
2340 W Interstate 20 Ste 214, Arlington, TX 76017, USA
DES Financial Services Inc
2641 Forum Dr, Grand Prairie, TX 75052, USA
Edward Jones - Financial Advisor: Mike Allen
1811 W Park Row Dr Suite C, Arlington, TX 76013, USA
Edward Jones - Financial Advisor: Cary G Dover
2304 Bardin Rd #101, Grand Prairie, TX 75052, USA
Edward Jones - Financial Advisor: Curtis Pinney
2304 Bardin Rd #101, Grand Prairie, TX 75052, USA
Phoenix Wealth Partners
4606 Park Springs Blvd Suite 140, Arlington, TX 76017, USA
Callaway Financial Services
301 S Center St # 420, Arlington, TX 76010, USA
Ivy League Wealth Management, LLC
721 UTA Blvd, Arlington, TX 76013, USA
Actum Wealth Advisors, L.L.C.
4120 W Interstate 20, Arlington, TX 76017, USA
Edward Jones - Financial Advisor: Tony W Seery, CFP®|AAMS®
3231 S Carrier Pkwy, Grand Prairie, TX 75052, USA
Ross Wealth Group
1325 W Randol Mill Rd #100, Arlington, TX 76012, USA
Baker Financial Services
1415 W Randol Mill Rd, Arlington, TX 76012, USA
Edward Jones - Financial Advisor: David M Plumberg
751 E Debbie Ln Suite 101, Mansfield, TX 76063, USA
Edward Jones - Financial Advisor: Terri Y Dirba, CFP®|AAMS®
3824 S Carrier Pkwy Suite 440, Grand Prairie, TX 75052, USA
Family Wealth Life
1241 W Green Oaks Blvd, Arlington, TX 76013, USA
Edward Jones - Financial Advisor: Jack D Webb, CRPC™
1521 N Cooper St Suite 130, Arlington, TX 76011, USA
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Frequently Asked Questions — Financial Advisors in Duluth
What is a fiduciary financial advisor and why does it matter in Duluth?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Duluth, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Duluth?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 1, 2026.
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