# Alera Investment Advisors, LLC

> Alera Investment Advisors, LLC is an SEC-registered investment advisory firm in Deerfield, IL, registered since 2017, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 287906
- Filed as: ALERA INVESTMENT ADVISORS, LLC
- Also doing business as: ALERA GROUP RETIREMENT PLAN SERVICES, ALERA GROUP WEALTH SERVICES, AMCORP, ARISTA CONSULTING, BCG 401K ADVISORS, BRIO BENEFITS, CSNW BENEFITS, DOROSHOW INSURANCE, FINWELL CONNECT, JA COUNTER, STRATEGIC RETIREMENT PLAN CONSULTANTS, SUMMIT GROUP 401K CONSULTING, SUMMIT GROUP OF VIRGINIA, THE ASCENT GROUP, TRINITY ADVISORS GROUP, WALSH & NICHOLSON, WATERFORD GROUP, WILSON ALBERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Deerfield, IL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/287906
- AdvisorCensus page: https://advisorcensus.com/firm/alera-investment-advisors-llc-deerfield-il-287906

## Quick answers

**How is Alera Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Alera Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Alera Investment Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Hourly rate: $350 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Alera Investment Advisors, LLC located?**
Alera Investment Advisors, LLC's principal office is in Deerfield, IL, according to its Form ADV; the April 2026 filing also lists 18 other offices (Schedule D, Section 1.F).

**Is Alera Investment Advisors, LLC registered with the SEC or a state?**
Alera Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 287906.

**How much does Alera Investment Advisors, LLC manage?**
Alera Investment Advisors, LLC reports $5,286,012,785 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Alera Investment Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Alera Investment Advisors, LLC: Regulatory assets under management: $974,815,441 in the October 2021 data and $5,286,012,785 in the October 2026 data, up 442%. Total employees: 67 in October 2021 and 107 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Alera Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,682); pension and profit sharing plans (but not the plan participants or government pension plans) (414); high net worth individuals (352).

**Which custodians does Alera Investment Advisors, LLC use?**
Alera Investment Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Alera Investment Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/287906

**What changed in Alera Investment Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Added the business name Finwell Connect. Employees performing advisory functions went from 53 to 67. Regulatory assets under management went from $3,572,112,624 to $5,286,012,785 (+48%). Changed its office addresses in New York, NY. Added an office in Marietta, GA. Added an office in Wylie, TX. No longer lists an office in Monticello, GA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Hourly rate: $350 an hour (financial planning and consulting services)

> For separate engagements, financial planning and consulting services are offered on an hourly basis at a rate of up to $350 per hour or as a fixed engagement fee.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $5,286,012,785
- Discretionary: $5,286,012,785
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,682 | $495,724,849 |
| High net worth individuals | 352 | $937,861,447 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 414 | $3,677,163,915 |
| Charitable organizations | 5 | $92,138,198 |
| Corporations or other businesses not listed above | 13 | $83,124,376 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (8 years)
- Employees: 107 total, 67 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Chicago, IL
- Downers Grove, IL
- Greenwood Village, CO
- Henderson, NV
- Marietta, GA
- New Richmond, WI
- New York, NY
- Overland Park, KS
- Portland, OR
- Rochester, MI
- Rochester, NY
- San Antonio, TX
- Scottsdale, AZ
- Tacoma, WA
- Virginia Beach, VA
- Wayne, PA
- West Chester, PA
- Wylie, TX

### Websites listed on Form ADV (Item 1.I)
- aleragroup.com
- aleragroup.com/retirement-plan-services
- aleragroup.com/wealth-services
- bcg401kadvisors.com
- benefitcommerce.aleragroup.com
- briobenefits.com
- cloud.aleragroup.com/team-bettis
- csnwbenefits.aleragroup.com
- srpc401k.com
- summitfinwell.com
- summitgroup401k.com
- venrollment.com/v/alera-group-retirement-and-employee-benefits
- LinkedIn @bcg401kadvisors
- LinkedIn @gcg-financial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $974,815,441 | 67 | March 25, 2021 |
| October 2022 | $1,273,685,707 | 71 | August 15, 2022 |
| October 2023 | $1,155,663,428 | 62 | September 15, 2023 |
| October 2024 | $2,732,341,341 | 64 | August 26, 2024 |
| October 2025 | $3,572,112,624 | 88 | June 30, 2025 |
| October 2026 | $5,286,012,785 | 107 | March 30, 2026 |

Regulatory assets under management: $974,815,441 in the October 2021 data and $5,286,012,785 in the October 2026 data, up 442%.
Total employees: 67 in October 2021 and 107 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added the business name Finwell Connect.
- Employees performing advisory functions went from 53 to 67.
- Regulatory assets under management went from $3,572,112,624 to $5,286,012,785 (+48%).
- Changed its office addresses in New York, NY.
- Added an office in Marietta, GA.
- Added an office in Wylie, TX.
- No longer lists an office in Monticello, GA.

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alera Investment Advisors, LLC (CRD 287906): Form ADV filing data as of October 2026.