RIA Intelligence

ALERA INVESTMENT ADVISORS, LLC

CRD #287906 SEC #801-111892 DEERFIELD, IL (847) 457-3000
SEC Registered
Total AUM
$3.6B
Discretionary
$3.6B
Employees
88
Clients
26
Accounts
3,097

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 24, 2025
Branch Offices
23

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BOMMARITO, KRISTA, LYNICHIEF COMPLIANCE OFFICERNA Control
BOMMARITO, KRISTA, LYNICHIEF COMPLIANCE OFFICERNA Control
BOMMARITO, KRISTA, LYNICHIEF COMPLIANCE OFFICERNA Control
BOMMARITO, KRISTA, LYNICHIEF COMPLIANCE OFFICERNA Control
BOMMARITO, KRISTA, LYNICHIEF COMPLIANCE OFFICERNA Control
BOMMARITO, KRISTA, LYNICHIEF COMPLIANCE OFFICERNA Control
BOMMARITO, KRISTA, LYNICHIEF COMPLIANCE OFFICERNA Control
BOMMARITO, KRISTA, LYNICHIEF COMPLIANCE OFFICERNA Control
BOMMARITO, KRISTA, LYNICHIEF COMPLIANCE OFFICERNA Control
BOMMARITO, KRISTA, LYNICHIEF COMPLIANCE OFFICERNA Control
BOMMARITO, KRISTA, LYNICHIEF COMPLIANCE OFFICERNA Control
BURES, JENNIFER, ANNICHIEF OPERATING OFFICERNA Control
BURES, JENNIFER, ANNICHIEF OPERATING OFFICERNA Control
BURES, JENNIFER, ANNICHIEF OPERATING OFFICERNA Control
BURES, JENNIFER, ANNICHIEF OPERATING OFFICERNA Control
BURES, JENNIFER, ANNICHIEF OPERATING OFFICERNA Control
BURES, JENNIFER, ANNICHIEF OPERATING OFFICERNA Control
BURES, JENNIFER, ANNICHIEF OPERATING OFFICERNA Control
BURES, JENNIFER, ANNICHIEF OPERATING OFFICERNA Control
BURES, JENNIFER, ANNICHIEF OPERATING OFFICERNA Control
BURES, JENNIFER, ANNICHIEF OPERATING OFFICERNA Control
BURES, JENNIFER, ANNICHIEF OPERATING OFFICERNA Control
BURES, JENNIFER, ANNICHIEF OPERATING OFFICERNA Control
BURES, JENNIFER, ANNICHIEF OPERATING OFFICERNA Control
BURES, JENNIFER, ANNICHIEF OPERATING OFFICERNA Control
BURES, JENNIFER, ANNICHIEF OPERATING OFFICERNA Control
BURES, JENNIFER, ANNICHIEF OPERATING OFFICERNA Control
BURES, JENNIFER, ANNICHIEF OPERATING OFFICERNA Control
BURES, JENNIFER, ANNICHIEF OPERATING OFFICERNA Control
HOHMAN, TINA, MARIEIVICE PRESIDENTNA Control
HOHMAN, TINA, MARIEIVICE PRESIDENTNA Control
HOHMAN, TINA, MARIEIVICE PRESIDENTNA Control
HOHMAN, TINA, MARIEIPRESIDENTNA Control
KIM, LYNDSAY, RACHELICHIEF COMPLIANCE OFFICERNA Control
KIM, LYNDSAY, RACHELICHIEF COMPLIANCE OFFICERNA Control
KIM, LYNDSAY, RACHELICHIEF COMPLIANCE OFFICERNA Control
KIM, LYNDSAY, RACHELICHIEF COMPLIANCE OFFICERNA Control
KIM, LYNDSAY, RACHELICHIEF COMPLIANCE OFFICERNA Control
KIM, LYNDSAY, RACHELICHIEF COMPLIANCE OFFICERNA Control
KIM, LYNDSAY, RACHELICHIEF COMPLIANCE OFFICERNA Control
KIM, LYNDSAY, RACHELICHIEF COMPLIANCE OFFICERNA Control
KIM, LYNDSAY, RACHELICHIEF COMPLIANCE OFFICERNA Control
KIM, LYNDSAY, RACHELICHIEF COMPLIANCE OFFICERNA Control
KIM, LYNDSAY, RACHELICHIEF COMPLIANCE OFFICERNA Control
KIM, LYNDSAY, RACHELICHIEF COMPLIANCE OFFICERNA Control
KIM, LYNDSAY, RACHELICHIEF COMPLIANCE OFFICERNA Control
KIM, LYNDSAY, RACHELICHIEF COMPLIANCE OFFICERNA Control
KIM, LYNDSAY, RACHELICHIEF COMPLIANCE OFFICERNA Control
KIM, LYNDSAY, RACHELICHIEF COMPLIANCE OFFICERNA Control
KNIGHT, HOLLYIPRESIDENT OF RETIREMENT PLAN SERVICESNA Control
KNIGHT, HOLLYIPRESIDENT OF RETIREMENT PLAN SERVICESNA Control
LEBER, ADAM, RICHIEF COMPLIANCE OFFICERNA Control
LEBER, ADAM, RICHIEF COMPLIANCE OFFICERNA Control
LEBER, ADAM, RICHIEF COMPLIANCE OFFICERNA Control
LEBER, ADAM, RICHIEF COMPLIANCE OFFICERNA Control
LEBER, ADAM, RICHIEF COMPLIANCE OFFICERNA Control
LEBER, ADAM, RICHIEF COMPLIANCE OFFICERNA Control
LEBER, ADAM, RICHIEF COMPLIANCE OFFICERNA Control
LEBER, ADAM, RICHIEF COMPLIANCE OFFICERNA Control
LEBER, ADAM, RICHIEF COMPLIANCE OFFICERNA Control
LEBER, ADAM, RICHIEF COMPLIANCE OFFICERNA Control
LEBER, ADAM, RICHIEF COMPLIANCE OFFICERNA Control
LEBER, ADAM, RIPRESIDENTNA Control
LEBER, ADAM, RIPRESIDENTNA Control
LEBER, ADAM, RIPRESIDENTNA Control
LEVITZ, RICHARD, SCOTTICHIEF EXECUTIVE OFFICERNA Control
LEVITZ, RICHARD, SCOTTICHIEF EXECUTIVE OFFICERNA Control
LEVITZ, RICHARD, SCOTTICHIEF EXECUTIVE OFFICERNA Control
LEVITZ, RICHARD, SCOTTICHIEF EXECUTIVE OFFICERNA Control
LEVITZ, RICHARD, SCOTTICHIEF EXECUTIVE OFFICERNA Control
LEVITZ, RICHARD, SCOTTICHIEF EXECUTIVE OFFICERNA Control
LEVITZ, RICHARD, SCOTTICHIEF EXECUTIVE OFFICERNA Control
LEVITZ, RICHARD, SCOTTICHIEF EXECUTIVE OFFICERNA Control
LEVITZ, RICHARD, SCOTTICHIEF EXECUTIVE OFFICERNA Control
LEVITZ, RICHARD, SCOTTICHIEF EXECUTIVE OFFICERNA Control
LEVITZ, RICHARD, SCOTTICHIEF EXECUTIVE OFFICERNA Control
LEVITZ, RICHARD, SCOTTICHIEF EXECUTIVE OFFICERNA Control
LEVITZ, RICHARD, SCOTTICHIEF EXECUTIVE OFFICERNA Control
LEVITZ, RICHARD, SCOTTICHIEF EXECUTIVE OFFICERNA Control
LEVITZ, RICHARD, SCOTTICHIEF EXECUTIVE OFFICERNA Control
LEVITZ, RICHARD, SCOTTICHIEF EXECUTIVE OFFICERNA Control
LEVITZ, RICHARD, SCOTTICHIEF EXECUTIVE OFFICERNA Control
LEVITZ, RICHARD, SCOTTICHIEF EXECUTIVE OFFICERNA Control
LEVITZ, RICHARD, SCOTTICHIEF EXECUTIVE OFFICERNA Control
LEVITZ, RICHARD, SCOTTICHIEF EXECUTIVE OFFICERNA Control
LEVITZ, RICHARD, SCOTTICHIEF EXECUTIVE OFFICERNA Control
LEVITZ, RICHARD, SCOTTICHIEF EXECUTIVE OFFICERNA Control
MANGO, CHRISTIANIVICE PRESIDENTNA Control
MANGO, CHRISTIANIVICE PRESIDENTNA Control
MANGO, CHRISTIANIVICE PRESIDENTNA Control
MANGO, CHRISTIANIVICE PRESIDENTNA Control
MANGO, CHRISTIANIPRESIDENT OF AIA RETIREMENT PLANNING SERVICESNA Control
MANGO, CHRISTIANIVICE PRESIDENTNA Control
MANGO, CHRISTIANIPRESIDENT OF AIA RETIREMENT PLANNING SERVICESNA Control
MANGO, CHRISTIANIVICE PRESIDENTNA Control
MANGO, CHRISTIANIPRESIDENT OF RETIREMENT PLAN SERVICESNA Control
MANGO, CHRISTIANIPRESIDENT OF RETIREMENT PLAN SERVICESNA Control
MANGO, CHRISTIANIPRESIDENT OF RETIREMENT PLAN SERVICESNA Control
MANGO, CHRISTIANIPRESIDENT OF RETIREMENT PLAN SERVICESNA Control
MANGO, CHRISTIANIPRESIDENT OF RETIREMENT PLAN SERVICESNA Control
MANGO, CHRISTIANIPRESIDENT OF RETIREMENT PLAN SERVICESNA Control
MOSS, MICHAEL, JOHNIPRESIDENT OF AIA WEALTH SERVICESNA Control
MOSS, MICHAEL, JOHNIPRESIDENT OF AIA WEALTH SERVICESNA Control
MOSS, MICHAEL, JOHNIPRESIDENT OF WEALTH SERVICESNA Control
MOSS, MICHAEL, JOHNIPRESIDENT OF WEALTH SERVICESNA Control
MOSS, MICHAEL, JOHNIPRESIDENT OF WEALTH SERVICESNA Control
MOSS, MICHAEL, JOHNIPRESIDENT OF WEALTH SERVICESNA Control
MOSS, MICHAEL, JOHNIPRESIDENT OF WEALTH SERVICESNA Control
MOSS, MICHAEL, JOHNIPRESIDENT OF WEALTH SERVICESNA Control
MOSS, MICHAEL, JOHNIPRESIDENT OF WEALTH SERVICESNA Control
MOSS, MICHAEL, JOHNIPRESIDENT OF WEALTH SERVICESNA Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control
ALERA GROUP, INC.DEMANAGING MEMBER / PARENT COMPANYE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ALERA GROUP HOLDINGS, INC.DEALERA GROUP INTERMEDIATE HOLDINGS, LLCE Control
ALERA GROUP HOLDINGS, INC.DEALERA GROUP INTERMEDIATE HOLDINGS, LLCE Control
ALERA GROUP HOLDINGS, INC.DEALERA GROUP INTERMEDIATE HOLDINGS, LLCE Control
ALERA GROUP HOLDINGS, INC.DEALERA GROUP INTERMEDIATE HOLDINGS, LLCE Control
ALERA GROUP HOLDINGS, INC.DEALERA GROUP INTERMEDIATE HOLDINGS, LLCE Control
ALERA GROUP HOLDINGS, INC.DEALERA GROUP INTERMEDIATE HOLDINGS, LLCE Control
ALERA GROUP HOLDINGS, INC.DEALERA GROUP INTERMEDIATE HOLDINGS, LLCE Control
ALERA GROUP HOLDINGS, INC.DEALERA GROUP INTERMEDIATE HOLDINGS, LLCE Control
ALERA GROUP HOLDINGS, INC.DEALERA GROUP INTERMEDIATE HOLDINGS, LLCE Control
ALERA GROUP HOLDINGS, INC.DEALERA GROUP INTERMEDIATE HOLDINGS, LLCE Control
ALERA GROUP INTERMEDIATE HOLDINGS, LLCDEALERA GROUP, INC.E Control
ALERA GROUP INTERMEDIATE HOLDINGS, LLCDEALERA GROUP, INC.E Control
ALERA GROUP INTERMEDIATE HOLDINGS, LLCDEALERA GROUP, INC.E Control
ALERA GROUP INTERMEDIATE HOLDINGS, LLCDEALERA GROUP, INC.E Control
ALERA GROUP INTERMEDIATE HOLDINGS, LLCDEALERA GROUP, INC.E Control
ALERA GROUP INTERMEDIATE HOLDINGS, LLCDEALERA GROUP, INC.E Control
ALERA GROUP INTERMEDIATE HOLDINGS, LLCDEALERA GROUP, INC.E Control
ALERA GROUP INTERMEDIATE HOLDINGS, LLCDEALERA GROUP, INC.E Control
ALERA GROUP INTERMEDIATE HOLDINGS, LLCDEALERA GROUP, INC.E Control
ALERA GROUP INTERMEDIATE HOLDINGS, LLCDEALERA GROUP, INC.E Control
ALERA GROUP ULTIMATE HOLDINGS, LLCDEALERA GROUP HOLDINGS, INC.E Control
ALERA GROUP ULTIMATE HOLDINGS, LLCDEALERA GROUP HOLDINGS, INC.E Control
ALERA GROUP ULTIMATE HOLDINGS, LLCDEALERA GROUP HOLDINGS, INC.E Control
ALERA GROUP ULTIMATE HOLDINGS, LLCDEALERA GROUP HOLDINGS, INC.E Control
ALERA GROUP ULTIMATE HOLDINGS, LLCDEALERA GROUP HOLDINGS, INC.E Control
ALERA GROUP ULTIMATE HOLDINGS, LLCDEALERA GROUP HOLDINGS, INC.E Control
ALERA GROUP ULTIMATE HOLDINGS, LLCDEALERA GROUP HOLDINGS, INC.E Control
ALERA GROUP ULTIMATE HOLDINGS, LLCDEALERA GROUP HOLDINGS, INC.E Control
ALERA GROUP ULTIMATE HOLDINGS, LLCDEALERA GROUP HOLDINGS, INC.E Control
ALERA GROUP ULTIMATE HOLDINGS, LLCDEALERA GROUP HOLDINGS, INC.E Control
GENSTAR CAPITAL PARTNERS VII, L.P.DEALERA GROUP, INC.C Control
GENSTAR CAPITAL PARTNERS VII, L.P.DEALERA GROUP, INC.C Control
GENSTAR CAPITAL PARTNERS VII, L.P.DEALERA GROUP, INC.C Control
GENSTAR CAPITAL PARTNERS VII, L.P.DEALERA GROUP, INC.C Control
GENSTAR CAPITAL PARTNERS VII, L.P.DEALERA GROUP, INC.C Control
GENSTAR CAPITAL PARTNERS VII, L.P.DEALERA GROUP, INC.C Control
GENSTAR CAPITAL PARTNERS VII, L.P.DEALERA GROUP, INC.C Control
GENSTAR CAPITAL PARTNERS VII, L.P.DEALERA GROUP, INC.C Control
GENSTAR CAPITAL PARTNERS VII, L.P.DEALERA GROUP, INC.C Control
GENSTAR CAPITAL PARTNERS VII, L.P.DEALERA GROUP, INC.C Control
GENSTAR CAPITAL PARTNERS VII, L.P.DEALERA GROUP, INC.C Control
GENSTAR CAPITAL PARTNERS VII, L.P.DEALERA GROUP, INC.C Control
GENSTAR CAPITAL PARTNERS VII, L.P.DEALERA GROUP, INC.C Control
GENSTAR CAPITAL PARTNERS VII, L.P.DEALERA GROUP, INC.C Control
GENSTAR CAPITAL PARTNERS VII, L.P.DEALERA GROUP, INC.C Control
GENSTAR CAPITAL PARTNERS VII, L.P.DEALERA GROUP, INC.C Control
GENSTAR CAPITAL PARTNERS VII, L.P.DEALERA GROUP, INC.C Control
GENSTAR CAPITAL PARTNERS VII, L.P.DEALERA GROUP, INC.C Control
GENSTAR CAPITAL PARTNERS X, L.P.DEALERA GROUP, INC.C Control
GENSTAR CAPITAL PARTNERS X, L.P.DEGENSTAR X ALERA GROUP HOLDINGS, LLCC Control
GENSTAR CAPITAL PARTNERS X, L.P.DEGENSTAR X ALERA GROUP HOLDINGS, LLCC Control
GENSTAR CAPITAL PARTNERS X, L.P.DEGENSTAR X ALERA GROUP HOLDINGS, LLCC Control
GENSTAR CAPITAL PARTNERS X, L.P.DEGENSTAR X ALERA GROUP HOLDINGS, LLCC Control
GENSTAR CAPITAL PARTNERS X, L.P.DEGENSTAR X ALERA GROUP HOLDINGS, LLCC Control
GENSTAR CAPITAL PARTNERS X, L.P.DEGENSTAR X ALERA GROUP HOLDINGS, LLCC Control
GENSTAR CAPITAL PARTNERS X, L.P.DEGENSTAR X ALERA GROUP HOLDINGS, LLCC Control
GENSTAR CAPITAL PARTNERS X, L.P.DEGENSTAR X ALERA GROUP HOLDINGS, LLCC Control
GENSTAR CAPITAL PARTNERS X, L.P.DEGENSTAR X ALERA GROUP HOLDINGS, LLCC Control
GENSTAR CAPITAL PARTNERS X, L.P.DEGENSTAR X ALERA GROUP HOLDINGS, LLCC Control
GENSTAR X ALERA GROUP HOLDINGS, LLCDEGENSTAR CAPITAL PARTNERS X, L.P.C Control
GENSTAR X ALERA GROUP HOLDINGS, LLCDEALERA GROUP ULTIMATE HOLDINGS, LLCC Control
GENSTAR X ALERA GROUP HOLDINGS, LLCDEALERA GROUP ULTIMATE HOLDINGS, LLCC Control
GENSTAR X ALERA GROUP HOLDINGS, LLCDEALERA GROUP ULTIMATE HOLDINGS, LLCC Control
GENSTAR X ALERA GROUP HOLDINGS, LLCDEALERA GROUP ULTIMATE HOLDINGS, LLCC Control
GENSTAR X ALERA GROUP HOLDINGS, LLCDEALERA GROUP ULTIMATE HOLDINGS, LLCC Control
GENSTAR X ALERA GROUP HOLDINGS, LLCDEALERA GROUP ULTIMATE HOLDINGS, LLCC Control
GENSTAR X ALERA GROUP HOLDINGS, LLCDEALERA GROUP ULTIMATE HOLDINGS, LLCC Control
GENSTAR X ALERA GROUP HOLDINGS, LLCDEALERA GROUP ULTIMATE HOLDINGS, LLCC Control
GENSTAR X ALERA GROUP HOLDINGS, LLCDEALERA GROUP ULTIMATE HOLDINGS, LLCC Control
GENSTAR X ALERA GROUP HOLDINGS, LLCDEALERA GROUP ULTIMATE HOLDINGS, LLCC Control

Registrations

Federal

IA
Nov 24, 2025 REGISTERED

Notice Filings (40)

AK AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD MI MN MO NC NE NH NJ NM NV NY OH OR PA RI SC TN TX UT VA WA WI

Address

THREE PARKWAY NORTH
SUITE 500
DEERFIELD, IL 60015-2567
United States
Phone: (847) 457-3000