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ALERA INVESTMENT ADVISORS, LLC
CRD 287906 · SEC 801-111892
THREE PARKWAY NORTH, SUITE 500, DEERFIELD, IL, 60015-2567, United States
Phone
(847) 457-3000
Fax
(847) 457-3100
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.29B
Discretionary AUM
$5.29B
Team
107 total employees; 67 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1682 | $495.7M |
| High net worth individuals | 352 | $937.9M |
| Pension/profit sharing plans | 414 | $3.68B |
| Charitable organizations | 5 | $92.1M |
| Corporations/business entities | 13 | $83.1M |
States served
AK, AZ, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, NE, NV, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, UT, VA, WI, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
- https://aleragroup.com/retirement-plan-services
- https://aleragroup.com/
- https://aleragroup.com/wealth-services
- https://bcg401kadvisors.com/
- https://benefitcommerce.aleragroup.com/
- https://briobenefits.com/
- https://venrollment.com/v/alera-group-retirement-and-employee-benefits
- https://www.linkedin.com/company/bcg401kadvisors/
- https://csnwbenefits.aleragroup.com/
- https://www.summitfinwell.com/
- https://summitgroup401k.com/
- https://www.linkedin.com/company/gcg-financial/
- https://www.srpc401k.com
- https://cloud.aleragroup.com/team-bettis/
Official SEC filing: View on IAPD