RIA Intel›Advisers›Minnesota›ALBERG FINANCIAL SERVICES, INC.

ALBERG FINANCIAL SERVICES, INC.

Advisory

Data as of Jan 26, 2026 · Source: SEC Form ADV

Rank in MN

#413

of 511 advisers by AUM

Average account

$362K

across 256 accounts

AUM per adviser

$93M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM

$93M

Discretionary %

0%

Clients

52

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$93M

Discretionary AUM$0

Non-Discretionary AUM$93M

Discretionary %0%

Total Clients52

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

52 clients

19 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MN

Closest by assets under management. All figures from Form ADV.

ASHTON PANKONIN LLC

BELLE PLAINE, MN

$93M

FIRST ASSOCIATED INVESTMENT ADVISORS, INC.

DULUTH, MN

$93M

+26.4% 1Y

HYLAND LAKE PARTNERS, LLC

EDINA, MN

$93M

FELTL & COMPANY

MINNEAPOLIS, MN

$94M

-13.1% 1Y

SAGE WEALTH ADVISORY, LLC

$94M

S3 INC

MINNEAPOLIS, MN

$89M

0.0% 1Y

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