Minnesota · 2 advisers
Financial Advisors in Albert Lea, Minnesota
Looking for a financial advisor in Albert Lea, Minnesota? Falists indexes 2 SEC-registered and state-registered investment advisers in Albert Lea — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $9.92B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$9.92B
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Albert Lea
Ranked by AUM · Fees, team & specialties at a glance
INTELLICENTS INVESTMENT SOLUTIONS INC
Albert Lea, MN
AUM
$9.92B
Team
48 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
507-377-2919
ISC FINANCIAL ADVISORS
Albert Lea, MN
AUM
$1.55B
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
507-373-8216
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Common questions
- How many financial advisors are in Albert Lea, Minnesota?
- 2 registered investment advisers are listed in our Albert Lea directory, sourced from public SEC filings.
- What types of advisors are in Albert Lea?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Albert Lea?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.