Alera Investment Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

287906

SEC number

801-111892

Firm type

RIA

Assets under management

$5.3B as of Mar 30, 2026

Website

aleragroup.com/retirement-plan-services ↗

Phone

(847) 457-3000

Address

Three Parkway North, Deerfield, IL, 60015-2567

Advisors at this firm

55 in our index · page 1 of 2

• Andrew Robert AdamsCRD 2000274 · Chicago, IL
  IA RegisteredBroker
• Frederic William AmbergCRD 3140269 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Jeffrey Bruce AndersonCRD 7152009 · Scottsdale, AZ
  IA Registered
• Adam D BettisCRD 5352182 · Overland Park, KS
  IA RegisteredBroker
• Stephen Theodore BoudreauCRD 2513397 · Acton, MA
  IA RegisteredRegistration inactive
• John Marlin BreardCRD 6251966 · Marietta, GA
  IA RegisteredRegistration inactive
• Brian Ian CarlsonCRD 4651304 · Deerfield, IL
  IA RegisteredBroker
• Brian Patrick CostelloCRD 1858915 · Rochester, NY
  IA Registered
• Matthew Ryan ComptonCRD 4793298 · New York, NY
  IA RegisteredRegistration inactive
• William J DanielCRD 7674801 · Marietta, GA
  IA RegisteredRegistration inactive
• Ronald William DevonCRD 6164071 · Tacoma, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Akeem Cheo DavisCRD 5328905 · Tacoma, WA
  IA RegisteredBroker
• Carmela Lee ElcoCRD 4171482 · Wayne, PA
  IA RegisteredRegistration inactive
• Michele Marie FarfanCRD 6360070 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• John Paul FisherCRD 5868145 · Downers Grove, IL
  IA RegisteredBroker
• Troy W HaugenCRD 3267066 · Gresham, OR
  IA RegisteredRegistration inactive
• Clay Peter HesselCRD 2561166 · Deerfield, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Dbie Anna JohnsonCRD 1861767 · Cincinnati, OH
  IA RegisteredBroker
• Steven Eric JolleyCRD 5276989 · Wayne, PA
  IA RegisteredBroker
• Lyndsay Rachel KimCRD 2902606 · Buford, GA
  IA RegisteredBroker
• Jennifer Tracey KirbyCRD 1699098 · Wilmington, DE
  IA Registered
• Peter Andreas KlinkmuellerCRD 2662672 · Acton, MA
  IA RegisteredRegistration inactive
• Holly KnightCRD 5587216 · Hollis, NH
  IA Registered
  Disclosure event(s) on record
• John Charles KwasigrochCRD 2498782 · Downers Grove, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Richard Scott LevitzCRD 2253373 · Deerfield, IL
  IA RegisteredBroker
• Zachary William LansburghCRD 7612741 · Chicago, IL
  IA RegisteredBroker
• Desteni Lynn LawhornCRD 6376832 · Monticello, GA
  IA RegisteredRegistration inactive
• Michael Kevin MccabeCRD 2583198 · West Chester, PA
  IA Registered
• Michael John MerrimanCRD 5880608 · Rochester, NY
  IA Registered
• Julissa MartinezCRD 7774789 · Chicago, IL
  IA RegisteredBroker
• Brent Howard NovoselskyCRD 2145551 · Deerfield, IL
  IA RegisteredBroker
• Mary Katherine O'brianCRD 5880609 · Rochester, NY
  IA Registered
• Daniel Kevin O'dohertyCRD 2734542 · Portland, OR
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• David Michael PabinCRD 2149045 · Wylie, TX
  IA RegisteredBroker
• Brentford Moir PriceCRD 2895453 · Tacoma, WA
  IA RegisteredBroker
• James Matthew RafeldCRD 5128598 · Easton, MA
  IA Registered
• Colin RagsdaleCRD 7506920 · Virginia Beach, VA
  IA Registered
• Mitchell A RatnowCRD 2108962 · Deerfield, IL
  IA RegisteredBroker
• Robyn Jo RepettiCRD 3015223 · Henderson, NV
  IA RegisteredRegistration inactive
• Andrew Nicholas RineckCRD 6317098 · New Richmond, WI
  IA RegisteredBroker
• Matthew Timothy RockefellerCRD 5889017 · Rochester, NY
  IA RegisteredRegistration inactive
• Eric Philip RosenbloomCRD 4594491 · Deerfield, IL
  IA RegisteredBroker
• Ethan Jeremy RosenbloomCRD 6204115 · Deerfield, IL
  IA RegisteredBroker
• Samuel Gersh SadkhinCRD 8031390 · Deerfield, IL
  IA RegisteredBroker
• Joshua Robison SorensenCRD 5203989 · Clovis, CA
  IA RegisteredRegistration inactive
• Craig Matthew StanleyCRD 5325378 · Virginia Beach, VA
  IA RegisteredBroker
• Duane Everett StevensCRD 2619027 · Downers Grove, IL
  IA RegisteredBroker
• Mark Christopher StrubelCRD 6108345 · Greenwood Village, CO
  IA RegisteredBroker
• Rebecca Christine SzewczykCRD 6359438 · Chicago, IL
  IA RegisteredBroker
• Drew SwitzerCRD 7275178 · Lincoln, NE
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.