Deerfield, IL (January 4, 2023)— Alera Group, a top independent, national insurance, wealth and retirement plan services firm, today announced the acquisition of Virginia Beach-based The Ascent... Read more »
Alera Group Advisor Ranked #5 in Pennsylvania and #94 Nationwide
August 30, 2022 (Deerfield, IL) — Alera Group Wealth Services Advisor J.R. Burke is among the nation’s top financial security... Read more »
Acquisition adds $1.5 billion to RIA assets under management, offices in Northeast and Georgia
Alera Group Wealth Services, a division of Alera Group, a top independent, national insurance and... Read more »
Acquisition adds $3.5 billion in assets; Pennsylvania office
Alera Group Wealth Services, a division of Alera Group, a top independent, national insurance and wealth services firm, today... Read more »
Alera Group Wealth Services is pleased to announce that Chief Operations Officer Jenny Bures has been selected to the National Operational Excellence Council for Advisor Group, one of the largest... Read more »
Deerfield, Ill, March 21, 2021 – Alera Group Wealth Services today announced that it has hired Bob Ciullo as vice president, business development, to focus on strategic acquisitions for the Wealth... Read more »
The financial industry is in constant flux. As the rules and regulations surrounding the field, financial professionals must stay on their toes as they adapt to their shifting environment. And, as of... Read more »
Alera Group, a top independent, national insurance and wealth management firm, today announced the acquisition of Sitzmann Morris & Boyle (SMB) Insurance Agency, a California-based financial... Read more »
"Alera Wealth Services" is a brand name utilized by Alera Group, Inc and certain subsidiaries and affiliates (collectively "Alera").
Certain individuals associated with Alera are registered to offer investment advisory services and offer securities. For each individual’s registration status, please view their individual website and disclosures. Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck.