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 in Deerfield, IL

Every SEC-registered investment adviser representative at a Alera Investment Advisors, LLC office in Deerfield, A to Z.

The short answer

36 registered advisors work at Alera Investment Advisors, LLC in Deerfield, out of 63 at the firm nationwide; it ranks number 3 in the city by advisors. 5 list the CFP designation and 27 are also registered broker representatives.

Alera Investment Advisors, LLC advisors in Deerfield, A to Z

Every Alera Investment Advisors, LLC advisor →

Alera Investment Advisors, LLC advisors in other cities

Downers 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 1

Other firms in Deerfield

All Deerfield advisors →

Morgan Stanley 103Goldman Sachs Wealth Services, L.P. 101Focus Partners Wealth, LLC 27Equitable Advisors, LLC 24Ameriprise Financial Services, LLC 18Wells Fargo Clearing Services, LLC 17Nadler Financial Group, Inc. 16Eagle Strategies LLC 13LPL Financial LLC 10Cetera Investment Advisers LLC 8Raymond James & Associates, Inc. 7Wells Fargo Advisors Financial Network, LLC 6

Questions

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

36 investment adviser representatives are registered at Alera Investment Advisors, LLC offices in Deerfield, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 63 nationwide. 5 list the CFP designation and 27 are also registered as broker representatives.

Is Alera Investment Advisors, LLC one of the largest advisor employers in Deerfield?

Alera Investment Advisors, LLC ranks number 3 in Deerfield by registered advisors; Morgan Stanley has the most, with 103.

How do I check a Alera Investment Advisors, LLC advisor in Deerfield?

Each advisor below 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. Advisors are listed at the city of the Alera Investment Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.