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ALIGHT FINANCIAL ADVISORS, LLC
CRD 158744File 801-72679
APPROVED
Retail clients
Disclosure events
Filing as of Mar 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$35.05B
Top 10% of cohort (national)
Discretionary AUM
$35.05B
Clients
195,957
195,957 accounts
Employees
70
Top 10% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 13, 2011
- Principal office
- 9300 HARRIS CORNERS PARKWAY, SUITE 105, CHARLOTTE, NC, 28269
- Phone
- 866-560-7256
- Website
- https://alightfs.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $35.05B
- Discretionary AUM
- $35.05B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 195,957
- Non-discretionary accounts
- 0
- Total accounts
- 195,957
- AUM per client
- $179K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 195,957 | $35.05B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — SET-UP FEES AND RELATED SERVICES
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
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- Q11D2
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 60 | 70 | increased by10 |
| Apr 1, 2026 | Clients | 197,089 | 195,957 | decreased by1,132 |
| Apr 1, 2026 | AUM | $30,882,928,556 | $35,054,902,000 | increased by$4,171,973,444 |
| Apr 1, 2026 | Accounts | 197,089 | 195,957 | decreased by1,132 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 232,157 | 197,089 | decreased by35,068 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $32,116,659,131 | $30,882,928,556 | decreased by$1,233,730,575 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 232,157 | 197,089 | decreased by35,068 |
| Apr 1, 2022 | Clients | 225,555 | 232,157 | increased by6,602 |
| Apr 1, 2022 | AUM | $31,653,626,959 | $32,116,659,131 | increased by$463,032,172 |
| Apr 1, 2022 | Accounts | 225,555 | 232,157 | increased by6,602 |
| 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 “ALIGHT FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALIGHT 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.