← Directory
ALERA INVESTMENT ADVISORS, LLC
CRD 287906File 801-111892
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.29B
Top 25% of cohort (national)
Discretionary AUM
$5.29B
Clients
2,466
4,077 accounts
Employees
107
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 26, 2017
- Principal office
- THREE PARKWAY NORTH, SUITE 500, DEERFIELD, IL, 60015-2567
- Phone
- (847) 457-3000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.29B
- Discretionary AUM
- $5.29B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,077
- Non-discretionary accounts
- 0
- Total accounts
- 4,077
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $83.1M |
| Charitable organizations | 5 | $92.1M |
| High net worth individuals | 352 | $937.9M |
| Pension and profit sharing plans | 414 | $3.68B |
| Individuals (other than high net worth individuals) | 1,682 | $495.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.