RIA Intel›Advisers›New York›ALERA RETIREMENT ADVISORS, LLC

ALERA RETIREMENT ADVISORS, LLC

Advisory

Y·ROCHESTER, NY

Data as of Mar 15, 2024 · Source: SEC Form ADV

Total AUM

$46M

1-Year AUM Growth

-93.9%

3-Year CAGR

-59.2%

Employees

3

Assets Under Management

Total AUM$46M

Discretionary AUM$46M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients81

Team

Total Employees3

Investment Advisers5

Employee Growth (1Y)+33.3%

Filing History

Total Filings on Record30

First FilingDec 2, 2010

Latest FilingMar 15, 2024

🔒 Full AUM trend chart and 30 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ALERA RETIREMENT ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.