Alera Group, a top independent national insurance and financial services firm, announced a significant expansion to its wealth management and retirement plan solutions, driven by new leadership and a commitment to accelerated growth through strategic acquisitions and partnerships. With $1.5 billion in gross revenue and more than 4,500 colleagues nationwide, Alera Group is uniquely positioned to provide comprehensive financial services, including wealth management, retirement plan and life insurance solutions, property and casualty insurance and employee benefits.
This new era for Alera Group’s financial services division is spearheaded by Chief Development Officer and one of the original founding partners of Alera Group, Rob Lieblein, a recognized leader in the financial services industry. Lieblein assumes a prominent role in guiding the strategic direction of the division, leveraging his deep expertise and proven track record in M&A to identify and integrate high-quality advisory firms.
“Alera Group has always been committed to growth, and this enhanced commitment to financial services represents an exciting new chapter for us,” said Lieblein. “We are investing in the infrastructure, leadership and capabilities necessary to become a leading force in the wealth management space. Our collaborative culture and multidisciplinary approach set us apart, allowing us to create unique opportunities for advisors to expand their businesses and better serve their clients.”
This commitment to collaboration is woven into the fabric of Alera Group, drawing on foundational principles from Lloyd Fickett’s The Collaborative Way® to foster a culture of shared knowledge and resources across all disciplines. The result is an environment where advisors can access a wide range of expertise and support.
“Our collaborative culture is our secret sauce,” said Jeff Silverman, Chief Growth Officer of Alera Group – Financial Services. “We offer advisors a unique opportunity to partner with a firm that is truly invested in their success. Unlike our competitors, we provide a platform and environment that empowers advisors to grow their businesses in ways they never thought possible.”
Growth Through Advisor Partnerships
Alera Group’s Retirement Plan division, led by Executive Vice President and National Practice Leader Christian Mango, boasts an impressive $40 billion in assets under management (AUM). This success underscores the firm’s commitment to delivering exceptional solutions and fostering strong client relationships.
“We have achieved remarkable growth in our retirement plan division thanks to our collaborative approach that allows us to leverage the strengths of our diverse team to create synergies that benefit both advisors and clients,” said Mango.
Alera Group provides a full-service platform for advisor partners, offering expertise in property and casualty insurance, employee benefits, and retirement planning, as well as a wealth management platform that currently stands at $10 billion AUM. This diverse knowledge base allows advisors to provide more holistic solutions to their clients and unlock new growth opportunities.
“We’re committed to providing advisors with the resources, support and collaborative environment they need to be successful,” said Mike Moss, Platform Leader for Wealth Management. “Now is the time to join a firm that is actively investing in the future of financial services.”
Alera Group is seeking to partner with high-quality wealth management and retirement plan advisory firms that share its commitment to growth and client service. The firm is particularly interested in firms that can benefit from its collaborative culture and multidisciplinary approach.
Advisors interested in exploring partnership opportunities with Alera Group are encouraged to contact Jeff.Silverman@aleragroup.com.
About Alera Group
Alera Group is an independent financial services firm with $1.5 billion in gross revenue, offering comprehensive property and casualty insurance, employee benefits, wealth services, and retirement plan solutions to clients nationwide. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,500 colleagues offer unique solutions, personalized services, and proactive insights to help ensure each client’s business and personal success. For more information, visit aleragroup.com and follow us on LinkedIn.
