RPM Advisors

RPM Advisors

RPM Advisors was formed in 2013 with headquarters in Fargo, North Dakota, and quickly expanded to a dozen locations across the United States. The firm operates under the trade name intellicents, a brand that bundles wealth management, retirement plan consulting, insurance consulting, and business succession and exit planning into a single platform. While the underlying wealth origin is not publicly attached to a single family or founder, the firm’s web presence highlights an employee-ownership model where career staff participate directly in the enterprise’s growth. The firm’s strategy centers on integrated financial solutions for individuals, families, and small-to-midsize organizations. Its asset-class mix spans traditional portfolio management for high-net-worth households and trusts, alongside employer-sponsored retirement plans and customized corporate insurance programs. Geographic coverage stretches from Stockton, California, to Winter Park, Florida, with a concentration in the Upper Midwest and Texas. The advisory approach is deliberately horizontal — combining personal wealth planning with worksite financial education via its intellisteps program — rather than concentrating on a single asset class or product vertical. Team size and total assets under advisement are not publicly disclosed. Beyond the Fargo headquarters, RPM/Intellicents maintains physical offices in Albert Lea, Austin, Dallas, Pella, Lake Mills, Lawrence, Golden, Overland Park, Eden Prairie, Stockton, and Winter Park. The firm’s public messaging emphasizes a "forever company" narrative built on broad-based internal ownership rather than external capital partners or private equity backing. No affiliated philanthropic foundation or membership in peer networks such as Tiger 21 or YPO is publicly noted. RPM’s structural differentiator is its employee-ownership architecture, which it positions as both a succession plan and a retention mechanism. Unlike a founder-centric single family office or a conventional RIA aggregator backed by institutional capital, the firm’s equity is spread among career employees who are publicly named on the website. This governance model aims to align advisor incentives with long-term client relationships across the wealth management, benefits, and exit-planning verticals, making it an atypical competitor in the Upper Midwest advisory market.