Alera Investment Advisors, LLC

About Alera Investment Advisors, LLC

<p>Started in 2017 as part of Alera Group, Alera Investment Advisors, LLC brings retirement plan and wealth management work together with access to employee benefits and insurance specialists under the same umbrella.</p> <p>Headquartered in Deerfield in Chicago’s North Shore suburbs, the firm operates as a registered investment advisor (RIA) with branch offices across the United States. As of 2026, it reports $10.0B in assets under management and has 88 employees.</p> <p>Alera Investment Advisors works with businesses, individuals, families, and non-profits. On the retirement side, it handles plan consulting and fiduciary-focused guidance for 401(k), profit sharing, and defined benefit plans, including plan design support.</p> <p>What sets the firm apart is the ability to coordinate retirement plan advice with employee benefits and property &amp; casualty insurance resources within the broader Alera Group network, which can simplify vendor management for organizations that prefer fewer touchpoints.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services for employer-sponsored retirement plans</li> <li>401(k), profit sharing, and defined benefit plan consulting</li> <li>Fiduciary support and plan design assistance</li> <li>Wealth management for individuals and families</li> <li>Coordination with employee benefits and property &amp; casualty insurance teams</li> </ul>

Website: https://aleragroup.com/

Founded: 2017

Employees: 88