# ALERA INVESTMENT ADVISORS, LLC

> FINRA firm 287906 · ACTIVE · DEERFIELD, IL

## Key facts

- **FINRA firm ID:** 287906
- **Firm name:** ALERA INVESTMENT ADVISORS, LLC
- **Other names:** ALERA GROUP RETIREMENT PLAN SERVICES, WILSON ALBERS, WATERFORD GROUP, WALSH & NICHOLSON, TRINITY ADVISORS GROUP, THE ASCENT GROUP, SUMMIT GROUP OF VIRGINIA, SUMMIT GROUP 401K CONSULTING, STRATEGIC RETIREMENT PLAN CONSULTANTS, JA COUNTER, FINWELL CONNECT, DOROSHOW INSURANCE, CSNW BENEFITS, BRIO BENEFITS, BCG 401K ADVISORS, ARISTA CONSULTING, AMCORP, ALERA INVESTMENT ADVISORS, LLC, ALERA GROUP WEALTH SERVICES
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-111892
- **Branches:** 59
- **Has disclosure events:** No
- **Headquarters:** DEERFIELD, IL, 60015-2567, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/287906

## Citation

> FINRA BrokerCheck, firm 287906 (ALERA INVESTMENT ADVISORS, LLC). Retrieved via AI Analytics 2026-06-25 from https://api.ai-analytics.org/broker/287906.

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