CRD: 287906
Alera Investment Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-26-2017
- Office Locations
- 35
Office Locations
About Alera Investment Advisors, LLC
Alera Investment Advisors (Alera Group) delivers wealth management and planning for families and business owners, pairing investment management with retirement, legacy/estate, college and charitable strategies. The team integrates wealth protection and transfer planning—life, disability and long-term care insurance, including private placement life insurance and life settlements—plus executive benefits, deferred comp and succession planning. Operates as a collaborative network of specialists.
Reported data analysis
What the numbers show
Between November 24, 2025 and March 30, 2026, reported AUM increased 48.0%, from $3.6B to $5.3B.
Across 5 reported observations, AUM increased 315.0% between August 15, 2022 and March 30, 2026, from $1.3B to $5.3B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 67 advisory representatives and 2,466 clients, or 36.8 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 35 reported office locations and 8 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
LYNDSAY RACHEL KIM
Chief Compliance Officer
- CRD
- #2902606
- Ownership
- Less than 5%
HOLLY KNIGHT
--
- CRD
- #5587216
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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ANDREW ROBERT ADAMS
Wealth Services Advisor
- CRD
- #2000274
FREDERIC WILLIAM AMBERG
--
- CRD
- #3140269
Showing 2 of 70 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,286,012,785 | $1,296,545 |
| Non-Discretionary | $0 | -- |
| Total | $5,286,012,785 | $1,296,545 |
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Separately Managed Accounts
SMA allocation detail is available
Alera Investment Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2024
Review the latest reported holdings
Alera Investment Advisors, LLC's 13F holdings detail is available for Q3 2024, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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