Collaborating for
Your Success

Our firms are successful independently, but together, we are changing the industry.

At Alera Group, we are building a great company through fierce collaboration--a company that is focused on our clients, colleagues and the communities we serve.

Together with our 100+ offices across the country, we develop and deliver leading-edge solutions focused on property and casualty insurance, employee benefits, wealth management and retirement services.


Our Two-Part Growth Strategy:

1. Organic growth for our offices

Alera Group companies are committed to achieving industry-leading organic growth through collaboration.

2. Acquisitive growth nationwide

Alera Group will only acquire high-quality, like-minded partners who share in our vision and values. This means that as Alera Group grows, so does our industry expertise, local relationships and collaborative culture.

Alera Group’s extensive Employee Benefits platform is fueled by over 1,000 specialists across the country with deep industry and vertical expertise. Our network of local firms is powered by a unique model of collaboration.

Built on the belief that we are stronger together, we tap into our national community of problem solvers to deliver local, optimized benefits solutions to help grow and protect our clients’ businesses.


As the 15th largest independent P&C agency in the country, Alera Group continues to build property and casualty solutions that mitigate our clients’ risks while maximizing the value they receive from their insurance spend. We have vertical in over 20 industries, including:

  • Healthcare
  • Construction
  • Education
  • Hospitality & Gaming
  • Manufacturing
  • Municipalities
  • Nonprofit & Social Services
  • Oil & Gas
  • Private Equity
  • Trucking

Bring your strengths to our communal table through our P&C division.


AUM at registered investment advisors with Alera Group is $6.2 billion*. With a focus on organic and acquisitive growth, platform expansion opportunities are available across the country, including:

  • West Region
  • South Central Region
  • Southeast Region
  • Northeast Region

Local firm opportunities are also available across the country for this fast-growing sector of Alera Group.

*AUM displayed as of 6/30/2022. Registered investment advisors with Alera Group include Alera Investment Advisors, LLC, Wharton Business Group, LLC, JB Capital, LLC, and Waterford Group, LLC (collectively the “Alera RIAs”). AUM displayed is a consolidated number of the individual AUM at each of the Alera RIAs. For individual disclosures and information, please review the public disclosures available at the Investment Adviser Public Disclosure website available through the SEC.

With $2.6 billion assets under advisory, Alera Group’s retirement services division focuses on a wide variety of plans including 401(k), profit sharing, defined benefit, cash balance, 457, PEP and deferred compensation.

We work with plan sponsors in plan design, employee education, investment analysis, benchmarking and fiduciary plan governance.


Stronger Together

Growth: Yours and Ours

Looking to accelerate your firm’s growth? Alera Group partner firms share the following traits:

Commit long-term
to Alera Group

Embody an
entrepreneurial spirit

Share our
culture and values

Commit to
growth and profitability

Be willing
to collaborate

Desire equity
ownership in Alera Group

Two Firms Helping Each Other Grow.

Watch Matt and Dan share their story today.


Built to Support Continued Growth

We want you to be yourself and continue to manage your firm—and we empower you to be the best you can be locally through strong national resources.

Our extensive support network of shared service teams, including HR, technology, finance, procurement, sales and marketing, lifts the back-office burden from your team and allows you to focus on what you do best.

  • Human Resources
  • Technology & Data Security
  • Finance, Accounting & Procurement
  • Sales & Marketing
  • Compliance & Legal

Speak with Our Team

Want to learn more about what it means to be an Alera Group firm? Contact us below:

Grow With Us Form

    By submitting this form, I agree I want to receive additional information from Alera Group, including by email, phone, and mail to the contact information I am submitting. I consent to Alera Group, its subsidiaries, and its service providers, processing my personal information for these purposes and as described in the Privacy Notice. I understand that I can withdraw my consent at any time.
  • Hidden
  • Hidden
  • Hidden
  • Hidden
  • Hidden
  • Hidden
  • Hidden
  • Hidden
  • Hidden
  • Hidden
  • Hidden
  • Hidden
  • Hidden
  • Hidden
  • This field is for validation purposes and should be left unchanged.