RIA Intel›Advisers›Pennsylvania›ALLIANT RETIREMENT SERVICES, LLC

ALLIANT RETIREMENT SERVICES, LLC

Advisory

N·WAYNE, PA

Data as of Jul 2, 2026 · Source: SEC Form ADV

Total AUM
$7.4B
1-Year AUM Growth
+500.0%
3-Year CAGR
-20.4%
Employees
30
Assets Under Management
Total AUM$7.4B
Discretionary AUM$7.4B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients156
Team
Total Employees30
Investment Advisers30
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record29
First FilingJun 19, 2013
Latest FilingJul 2, 2026
🔒 Full AUM trend chart and 29 historical filings spanning 13+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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