Alera Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Deerfield, IL. Its latest Form ADV filing, dated March 30, 2026, reports $5.3B in regulatory assets under management, 107 employees, 27 offices, and 4,077 accounts.
Assets Under Management
$5.3B
Employees
107
Offices
27 offices
Total Clients
2,466
Primary office
DEERFIELD, IL
THREE PARKWAY NORTH, SUITE 500, DEERFIELD, IL, United States
Top client segmentIndividuals represent 68.2% of total clients.
Top client categories% of clientsClients
1
Individuals
68.2%
1,682
2
Pension Plans
16.8%
414
3
HNWI
14.3%
352
4
Corporations
0.5%
13
5
Charitable
0.2%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.3Bas of March 30, 2026
Discretionary100.0%
$5.3B
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$5.3B
Total Accounts4,077
10Y AUM Change+$5.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees107
Clients per Employee23:1
10Y Employee Change+33 (+44.6%)
* 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.