intellicents

Headquarters: Albert Lea, Minn.

AUM/AUA: $6.1 billion as of June 30

U.S. employees: 63

Years won: 2020, 2022- 2023

• To promote work-life balance, offers half-day workdays on Fridays during the summer months. It also offers remote work options so employees can have more flexibility around their everyday lives.
• Sponsors quarterly volunteer opportunities so all employees can have the chance to give back to the community.
• Provides a personal financial plan — dubbed intellisteps — to each team member and makes personal finance, group insurance and retirement consultants available to help employees plan for the future.

• "intellicents has a tremendous culture, and a youthful management core that is very rare in the financial industry. … We have a lot of flexibility within our schedule to be able to come into the office or work remotely. Our technology stack allows us to do that relatively seamlessly across seven offices."
• "A recognition of work-life balance and community outreach efforts help employees understand the impact their work has on themselves and our local community. The organization places a focus on helping clients of all backgrounds and wealth, allowing employees to feel the reward (of) helping previously underserved communities."
• "This organization continues to provide a family feel even as we continue to grow and increase headcount. Leadership is extremely passionate about our industry, the work we do and how we can truly help the American worker."