Alera Group Wealth Services, a growing division of national insurance and financial services firm Alera Group, today announced the acquisition of Wharton Business Group, an employee-owned RIA in ...

Formed just a year ago 2017 through a merger of 24 independent employee benefit, P&C and risk and wealth management firms, Alera Group CEO Alan Levitz said the company is in discussions with 40 more ...

Alera Group is carrying momentum from 2022 into the new year by adding $2.8 billion of assets under management through the acquisition of The Ascent Group. The Deerfield, Illinois-based financial ...

Enhanced partnership expands Alera Group’s wealth capabilities with a digital-first approach to philanthropy. DEERFIELD, Ill., November 12, 2025--(BUSINESS WIRE)--Alera Group, a top national insurance ...

National insurance and financial services firm Alera Group has announced the acquisition of DFG 401(k) Advisors, an independent qualified retirement plan services company specializing in corporate ...

Alera Group Wealth Services has added $1.5 billion in client assets with the acquisition of Johnson Brunetti, a retirement and investment specialist with eight East Coast offices. The firm also ...

Alera Group Inc. has brought on another retirement plan adviser to expand its employer-sponsored plan services practice—this time with a focus on expanding its West Coast presence, the retirement, ...

DEERFIELD, Ill.--(BUSINESS WIRE)--Alera Group, a top national insurance and financial services firm, today announced that its president, Jim Blue, will become Chief Executive Officer, effective ...

DEERFIELD, Ill., September 30, 2025--(BUSINESS WIRE)--Alera Group, a leading national insurance and financial services firm, today announced the addition of Adam Bettis, Senior Partner at Alera Group ...

Alera Group Inc.’s retirement plan services division announced Wednesday that it has hired Matt Rafeld to a newly created role as director of financial wellness, part of a push to provide the full ...