Alera Investment Advisors, LLC
RIA
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 2 of 2
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Lieren Mcnally TimeusCRD 6037372 · Virginia Beach, VAIA RegisteredBroker
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Gigi Jeanmarie VerreyCRD 2259750 · Deerfield, ILIA RegisteredBroker
-
Loren WeintrobCRD 5881167 · Portage, MIIA RegisteredBroker
-
Taylor Colin YoungCRD 6332941 · Rochester, MIIA Registered
-
Vincent Edward ZinsmeyerCRD 2228410 · San Antonio, TXIA RegisteredBroker
← Previous51–55 of 55
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.
SEC IAPD record for firm CRD 287906 ↗
FINRA BrokerCheck record for firm CRD 287906 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.