Alight Financial Advisors, LLC
● SEC registered since 2011CRD 158744SEC# 801-72679Charlotte, NC
Reg. AUM
$35.05B
Employees
70
Accounts
195,957
Location
Charlotte, NC
Alight Financial Advisors, LLC assets under management
Alight Financial Advisors, LLC is an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2011. It reports $35.1 billion in regulatory assets under management and employs 70 people.
Alight Financial Advisors, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alight Solutions, LLC Control | Owner | Over 75% | 2017 |
| Jeremy Jason Fritz Control | Chief Executive Officer / Managing Member | Under 5% | 2013 |
| Matthew Adam Chotkowski Control | Chief Compliance Officer | Under 5% | 2014 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Alight Financial Advisors, LLC manage?
Alight Financial Advisors, LLC reports $35.1 billion in regulatory assets under management on its Form ADV.
How many employees does Alight Financial Advisors, LLC have?
Alight Financial Advisors, LLC reports 70 employees.
Where is Alight Financial Advisors, LLC located?
Alight Financial Advisors, LLC is based in Charlotte, NC and has been SEC-registered since 2011.
Does Alight Financial Advisors, LLC disclose fund performance?
Alight Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9300 Harris Corners Parkway, Suite 105, Charlotte, NC 28269 |
| Phone | 866-560-7256 |
| Fax | 847-554-1444 |
| Office hours | 8:00 a.m. - 6:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$35.05B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$35.05Bregulatory AUM
Discretionary $35.05B