Intellicents, Inc.

About Intellicents, Inc.

<p>Founded in 1983, Intellicents, Inc. advises retirement plan sponsors with a focus on “over-serving the Underserved” through practical plan work and participant guidance. The firm has 63 employees and reports $7.4B in AUM (2026).</p> <p>Headquartered in Albert Lea in southern Minnesota, Intellicents also has offices in Eden Prairie in the Minneapolis–St. Paul metro, Fargo, Lake Mills (north-central Iowa), Golden outside Denver, and two Texas locations in Austin and Southlake in the Dallas–Fort Worth area. This footprint supports plan work across the Upper Midwest, the Front Range, and Texas.</p> <p>As a <a href="/plan-advisors">plan advisor</a>, Intellicents handles plan design, participant advice, and fiduciary audits. The firm also provides retirement plan consulting, insurance consulting, wealth management, and business success and exit planning for employers and individuals.</p> <p>What sets Intellicents apart is its mix of fiduciary governance and in-house planning tools, including Intellisteps financial planning and the Intelli(k) platform, built around sponsor protections and employee retirement outcomes.</p> <ul> <li>Plan design support for employer-sponsored retirement plans</li> <li>Participant advice and education programs</li> <li>Fiduciary audit services and governance help</li> <li>Insurance consulting and tailored coverage solutions</li> <li>Business exit planning and wealth management services</li> </ul>

Website: https://www.intellicents.com/

Founded: 1983

Employees: 63