ALERA INVESTMENT ADVISORS, LLC

Three Parkway North
Suite 500
Deerfield, Illinois 60015-2567
Tel: (847) 457-3000

About ALERA INVESTMENT ADVISORS, LLC

ALERA INVESTMENT ADVISORS, LLC, formally registered with the SEC as ALERA INVESTMENT ADVISORS, LLC. The firm was established in 10/26/2017. They have over 14 offices throughout the country.

ALERA INVESTMENT ADVISORS, LLC is a Deerfield, Illinois based Financial Planning firm with nearly $2,732,341,341 assets under management, offering retirement planning & investment advisory services to 3323 clients. The firm is staffed with 64 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287906
SEC#	801-111892
Assets Managed by Firm	$2,732,341,341
No. of Clients	3323
No. of Advisors	64

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3323	$2,732,341,341
Individuals (other than high net worth individuals)	1427	$372,828,639
High net worth individuals	263	$792,687,522
Pension and profit sharing plans	184	$1,450,520,435
Corporations or other businesses	42	$116,304,745

More Retirement Planning firms in Deerfield, Illinois:

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NORTHERN TRUST INVESTMENTS, INCORPORATED 50 S Lasalle Street Chicago, IL, 60603-1008	$1,016,556,943,580	41105	674
INVESCO CAPITAL MANAGEMENT LLC 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515	$545,530,164,135	401	220
ENVESTNET PMC 150 North Riverside Plaza Suite 2050 Chicago, IL, 60606	$426,071,864,566	1821809	415
BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

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