ALERA RETIREMENT ADVISORS, LLC
CRD #155738 SEC #801-72033 ROCHESTER, NY (585) 434-0646
SEC Registered
Total AUM
$45.7M
Discretionary
$45.7M
Employees
5
Clients
--
Accounts
81
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $45.7M | $45.7M | $0 | 5 | 0 |
| Mar 2024 | $39M | $39M | $0 | 5 | 0 |
| Apr 2023 | $640.9M | $627.4M | $13.5M | 4 | 0 |
| Mar 2023 | $640.9M | $627.4M | $13.5M | 4 | 0 |
| Mar 2022 | $1B | $735M | $265M | 4 | 0 |
| Feb 2021 | $637M | $627M | $10M | 4 | 0 |
| May 2020 | $511M | $501M | $10M | 4 | 0 |
| Feb 2020 | $511M | $501M | $10M | 4 | 0 |
| Dec 2019 | $511M | $501M | $10M | 4 | 0 |
| Dec 2019 | $511M | $501M | $10M | 4 | 0 |
| Oct 2019 | $458M | $418M | $40M | 4 | 0 |
| Jul 2019 | $458M | $418M | $40M | 4 | 0 |
| Mar 2019 | $458M | $418M | $40M | 4 | 0 |
| Dec 2018 | $458M | $458M | $0 | 4 | 115 |
| Mar 2018 | $362M | $362M | $0 | 4 | 115 |
| May 2017 | $310M | $310M | $0 | 4 | 107 |
| Feb 2017 | $310M | $310M | $0 | 4 | 107 |
| Mar 2016 | $270M | $270M | $0 | 4 | 107 |
| Nov 2015 | $270M | $270M | $0 | 4 | 26 |
| Mar 2015 | $225M | $225M | $0 | 4 | 26 |
| Nov 2014 | $225M | $225M | $0 | 3 | 26 |
| Mar 2014 | $175M | $175M | $0 | 3 | 26 |
| Nov 2013 | $165M | $165M | $0 | 3 | 26 |
| Apr 2013 | $125M | $125M | $0 | 3 | 26 |
| Sep 2012 | $85M | $85M | $0 | 1 | 26 |
| Feb 2012 | $75.4M | $75.4M | $0 | 1 | 26 |
| Apr 2011 | $40.9M | $8.4M | $32.5M | 5 | -- |
| Jan 2011 | $0 | $0 | $0 | 5 | -- |
| Dec 2010 | $0 | $0 | $0 | 5 | -- |
| Dec 2010 | $0 | $0 | $0 | 5 | -- |
| Dec 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$45.7M
Discretionary$45.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$39M
Discretionary$39M
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$640.9M
Discretionary$627.4M
Non-Disc.$13.5M
Employees4
Clients0
DateMar 2023
Total AUM$640.9M
Discretionary$627.4M
Non-Disc.$13.5M
Employees4
Clients0
DateMar 2022
Total AUM$1B
Discretionary$735M
Non-Disc.$265M
Employees4
Clients0
DateFeb 2021
Total AUM$637M
Discretionary$627M
Non-Disc.$10M
Employees4
Clients0
DateMay 2020
Total AUM$511M
Discretionary$501M
Non-Disc.$10M
Employees4
Clients0
DateFeb 2020
Total AUM$511M
Discretionary$501M
Non-Disc.$10M
Employees4
Clients0
DateDec 2019
Total AUM$511M
Discretionary$501M
Non-Disc.$10M
Employees4
Clients0
DateDec 2019
Total AUM$511M
Discretionary$501M
Non-Disc.$10M
Employees4
Clients0
DateOct 2019
Total AUM$458M
Discretionary$418M
Non-Disc.$40M
Employees4
Clients0
DateJul 2019
Total AUM$458M
Discretionary$418M
Non-Disc.$40M
Employees4
Clients0
DateMar 2019
Total AUM$458M
Discretionary$418M
Non-Disc.$40M
Employees4
Clients0
DateDec 2018
Total AUM$458M
Discretionary$458M
Non-Disc.$0
Employees4
Clients115
DateMar 2018
Total AUM$362M
Discretionary$362M
Non-Disc.$0
Employees4
Clients115
DateMay 2017
Total AUM$310M
Discretionary$310M
Non-Disc.$0
Employees4
Clients107
DateFeb 2017
Total AUM$310M
Discretionary$310M
Non-Disc.$0
Employees4
Clients107
DateMar 2016
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees4
Clients107
DateNov 2015
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees4
Clients26
DateMar 2015
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees4
Clients26
DateNov 2014
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees3
Clients26
DateMar 2014
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees3
Clients26
DateNov 2013
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees3
Clients26
DateApr 2013
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees3
Clients26
DateSep 2012
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$75.4M
Discretionary$75.4M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$40.9M
Discretionary$8.4M
Non-Disc.$32.5M
Employees5
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--