Alera Retirement Advisors, LLC
CRD 155738SEC# 801-72033Rochester, NY
No longer SEC-registered. Alera Retirement Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$45.7M
Employees
5
Accounts
81
Location
Rochester, NY
Alera Retirement Advisors, LLC assets under management
Alera Retirement Advisors, LLC operates as an SEC-registered investment adviser based in Rochester, NY. It reports $45.7 million in regulatory assets under management and employs 5 people.
Alera Retirement Advisors, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alera Group, Inc. Control | Managing Member/Parent Company | Over 75% | 2021 |
| Brian Patrick Costello Control | Managing Member | Under 5% | 2021 |
| Christian Mango Control | President Of Retirement Plan Services | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Alera Retirement Advisors, LLC manage?
Alera Retirement Advisors, LLC reports $45.7 million in regulatory assets under management on its Form ADV.
How many employees does Alera Retirement Advisors, LLC have?
Alera Retirement Advisors, LLC reports 5 employees.
Where is Alera Retirement Advisors, LLC located?
Alera Retirement Advisors, LLC is based in Rochester, NY.
Does Alera Retirement Advisors, LLC disclose fund performance?
Alera Retirement Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 800 Parker Hill Road, Suite 100, Rochester, NY 14625 |
| Office hours | 9:00a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$45.7MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$45.7Mregulatory AUM
Discretionary $45.7M