CRD: 107498
Intellicents Investment Solutions INC
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Request a Free TrialFirm Details
- Custodian
- Alerus · Charles Schwab & Company · Fidelity/NFS · Great-West Trust · Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-29-1996
- Office Locations
- 20
Office Locations
About Intellicents Investment Solutions INC
Intellicents Investment Solutions is a multi-office advisory firm focused on workplace and retirement-plan financial guidance for American workers, with an emphasis on "over-serving the underserved." The team supports employers and participants with planning, education (webinars/resources), and portfolio construction using ETFs and mutual funds. Recognized as a NAPA Top DC Advisor Multi-Office Firm (2018-2022, 2024-2025).
Reported data analysis
What the numbers show
Between October 24, 2025 and June 1, 2026, reported AUM increased 34.7%, from $7.4B to $9.9B.
Across 5 reported observations, AUM increased 82.1% between April 22, 2022 and June 1, 2026, from $5.4B to $9.9B.
Of the latest reported AUM, 69.6% is discretionary and 30.4% is non-discretionary.
The firm reports 48 advisory representatives and 8,372 clients, or 174.4 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 20 reported office locations and 30 years in operation. The source data was last updated on June 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
BRADLEY KENT ARENDS
Chief Executive Officer, President
- CRD
- #1306576
- Ownership
- 25% but less than 50%
GRANT STEPHEN ARENDS
Advisor, Chief Operating Officer
- CRD
- #2128767
- Ownership
- 25% but less than 50%
Showing 2 of 10 owners & executives
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DAVID KEITH ARNDT
Owner
- CRD
- #4433085
KEVIN DANIEL ATNIP
financial consultant
- CRD
- #5881848
Showing 2 of 62 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,903,315,312 | $1,644,821 |
| Non-Discretionary | $3,013,359,915 | $738,026 |
| Total | $9,916,675,227 | $1,197,666 |
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Separately Managed Accounts
SMA allocation detail is available
Intellicents Investment Solutions INC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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