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ALLSTATE FINANCIAL ADVISORS, LLC
CRD 109524File 801-68510
APPROVED
Retail clients
Disclosure events
Filing as of Apr 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$142.4M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $142.4M
Clients
397
493 accounts
Employees
341
Bottom 25% of cohort in NE
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Nov 21, 2007
- Principal office
- 151 N 8TH STREET, SUITE 450, LINCOLN, NE, 68508
- Phone
- 877-232-2142
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $142.4M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $142.4M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 493
- Total accounts
- 493
- AUM per client
- $359K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 397 | $142.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — THIRD PARTY ADVISORY FEES
Advisory activities
- Selection of other advisers
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D4
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 337 | 341 | increased by4 |
| Apr 1, 2026 | Clients | 280 | 397 | increased by117 |
| Apr 1, 2026 | AUM | $82,015,793 | $142,352,226 | increased by$60,336,433 |
| Apr 1, 2026 | Accounts | 280 | 493 | increased by213 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 346 | 337 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 166 | 280 | increased by114 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $31,119,722 | $82,015,793 | increased by$50,896,071 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 166 | 280 | increased by114 |
| Apr 1, 2022 | Employees | 401 | 346 | decreased by55 |
| Apr 1, 2022 | Clients | 164 | 166 | increased by2 |
| Apr 1, 2022 | AUM | $36,452,496 | $31,119,722 | decreased by$5,332,774 |
| Apr 1, 2022 | Accounts | 183 | 166 | decreased by17 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALLSTATE FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALLSTATE FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.