Align Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hermantown, MN. Its latest Form ADV filing, dated April 21, 2026, reports $434M in regulatory assets under management, 5 employees, 5 offices, and 753 accounts.
Assets Under Management
$434M
Employees
5
Offices
5 offices
Total Clients
188
Primary office
HERMANTOWN, MN
4960 MILLER TRUNK HWY, #600, HERMANTOWN, MN, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.9% of total clients.
Top client categories% of clientsClients
1
HNWI
55.9%
105
2
Individuals
44.1%
83
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$434Mas of April 21, 2026
Discretionary100.0%
$434M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$434M
Total Accounts753
10Y AUM Change+$332M (+327.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee38:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.