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- Custodian
- Apex · Goldman Sachs · Security Benefit
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-13-2011
- Office Locations
- 55
Office Locations
About Alight Financial Advisors, LLC
Alight Financial Advisors, LLC provides investment advisory and self-directed brokerage services geared to employees and retirees, with financial planning and retirement-plan support. Portfolios emphasize asset allocation using public funds such as mutual funds, and may incorporate insurance/annuity solutions where appropriate. National footprint across 55 offices and custody relationships including Goldman Sachs and Apex can ease distribution access.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 3, 2026, reported AUM increased 13.5%, from $30.9B to $35.1B.
Across 5 reported observations, AUM increased 9.1% between March 31, 2022 and March 3, 2026, from $32.1B to $35.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 60 advisory representatives and 195,957 clients, or 3,266 clients per representative. That equates to $178.9K in reported AUM per client.
The profile lists 55 reported office locations and 14 years in operation. The source data was last updated on March 3, 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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The full Alight Financial Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW ADAM CHOTKOWSKI
Chief Compliance Officer
- CRD
- #5233117
- Ownership
- Less than 5%
JEREMY JASON FRITZ
Chief Executive Officer, Managing Member
- CRD
- #3261871
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Jason Andrew Akers
Financial Professional
- CRD
- #6980195
Michael Armenini
--
- CRD
- #8143640
Showing 2 of 66 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,054,902,000 | $178,891 |
| Non-Discretionary | $0 | -- |
| Total | $35,054,902,000 | $178,891 |
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Separately Managed Accounts
SMA allocation detail is available
Alight Financial Advisors, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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