Alight Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated March 3, 2026, reports $35.1B in regulatory assets under management, 70 employees, and 195,957 accounts.
Assets Under Management
$35.1B
Employees
70
Offices
--
Total Clients
195,957
Primary office
CHARLOTTE, NC
9300 HARRIS CORNERS PARKWAY, SUITE 105, CHARLOTTE, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
195,957
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$35.1Bas of March 3, 2026
Discretionary100.0%
$35.1B
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$35.1B
Total Accounts195,957
10Y AUM Change+$18.6B (+112.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees70
Clients per Employee2799:1
10Y Employee Change+20 (+40.0%)
* 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.