Alera Investment Advisors LLC


Assets, Funds, Holdings

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Alera Investment Advisors LLC
CRD #287906
SEC #801-111892
AUM $628.9 MM (94% Disc, 100% US)
Employees66 (85% Investors, 97% Brokers)
AddressThree Parkway North
Deerfield, IL 60015-2567
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Fiduciary Services Corporation
GA 0.6
PYA Waltman Capital LLC
TN 0.6
Opus Capital Group LLC
OH 0.6
Xpyria Investment Advisors Inc
PA 0.6
SPC Financial Inc
MD 0.6
Triad Financial Advisors Inc
NC 0.6
Personal CFO Solutions LLC
NJ 0.6
Moloney Securities Asset Management LLC
MO 0.6
Vista Analytics LLC
TX 0.6
Mariner Wealth Advisors-St Louis LLC
KS 0.6
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