Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Alera Investment Advisors, LLC financial advisors

Every SEC-registered investment adviser representative at Alera Investment Advisors, LLC, by the state and city of the office they work from.

The short answer

63 registered advisors work at Alera Investment Advisors, LLC, in 16 states and 21 cities; the most are in Deerfield, IL (36). 9 list the CFP designation and 42 are also registered broker representatives.

Search every Alera Investment Advisors, LLC advisor by name →Who joined and left Alera Investment Advisors, LLC →Alera Investment Advisors, LLC: assets, clients and custodians →

Cities with the most Alera Investment Advisors, LLC advisors

Deerfield, IL 36Downers Grove, IL 3Virginia Beach, VA 3Chicago, IL 2Wayne, PA 2West Chester, PA 2Acton, MA 1Atlanta, GA 1Greenwood Village, CO 1Henderson, NV 1Lincoln, NE 1Marietta, GA 1New Richmond, WI 1New York, NY 1Overland Park, KS 1Portland, OR 1Rochester, MI 1Scottsdale, AZ 1St. Petersburg, FL 1Surprise, AZ 1Tacoma, WA 1

Alera Investment Advisors, LLC advisors by state

Alera Investment Advisors, LLC in Illinois 41

Deerfield 36Downers Grove 3Chicago 2

Alera Investment Advisors, LLC in Pennsylvania 4

Wayne 2West Chester 2

Alera Investment Advisors, LLC in Virginia 3

Virginia Beach 3

Alera Investment Advisors, LLC in Arizona 2

Scottsdale 1Surprise 1

Alera Investment Advisors, LLC in Georgia 2

Atlanta 1Marietta 1

Alera Investment Advisors, LLC in Colorado 1

Greenwood Village 1

Alera Investment Advisors, LLC in Florida 1

St. Petersburg 1

Alera Investment Advisors, LLC in Kansas 1

Overland Park 1

Alera Investment Advisors, LLC in Massachusetts 1

Acton 1

Alera Investment Advisors, LLC in Michigan 1

Rochester 1

Alera Investment Advisors, LLC in Nebraska 1

Lincoln 1

Alera Investment Advisors, LLC in Nevada 1

Henderson 1

Alera Investment Advisors, LLC in New York 1

New York 1

Alera Investment Advisors, LLC in Oregon 1

Portland 1

Alera Investment Advisors, LLC in Washington 1

Tacoma 1

Alera Investment Advisors, LLC in Wisconsin 1

New Richmond 1

Questions

How many financial advisors does Alera Investment Advisors, LLC have?

63 investment adviser representatives are registered with Alera Investment Advisors, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 16 states and 21 cities. 9 list the CFP designation and 42 are also registered as broker representatives.

Where does Alera Investment Advisors, LLC have the most advisors?

Deerfield, IL, with 36 registered advisors, then Downers Grove, IL (3). By state, Illinois has the most, with 41.

How do I find a Alera Investment Advisors, LLC financial advisor near me?

Pick your state below, then your city, to see every Alera Investment Advisors, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Alera Investment Advisors, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →