Alera Group Expands Wealth Management and Retirement Plan Divisions
Alera Group Expands Wealth Management and Retirement Plan Divisions with Strategic Growth Initiatives
Alera Group, a leading independent national insurance and financial services firm, has announced a major expansion of its wealth management and retirement plan solutions. This expansion is fueled by a strategic vision that includes leadership enhancements, accelerated growth, and a commitment to broadening financial service offerings through acquisitions and partnerships. With $1.5 billion in gross revenue and a workforce of over 4,500 professionals nationwide, Alera Group is uniquely positioned to provide a comprehensive suite of financial services. These services span wealth management, retirement planning, life insurance, property and casualty insurance, and employee benefits.
At the heart of this transformation is Rob Lieblein, Chief Development Officer and one of the original founding partners of Alera Group. A recognized leader in the financial services sector, Lieblein will play a key role in shaping the strategic direction of the company’s financial services division. Leveraging his deep industry expertise and extensive experience in mergers and acquisitions (M&A), Lieblein aims to identify, integrate, and scale high-quality advisory firms that align with Alera Group’s collaborative and growth-focused mission.
A New Chapter in Alera Group’s Financial Services Growth
“Alera Group has always been focused on growth, but this renewed commitment to expanding our financial services represents an exciting and pivotal moment for us,” said Lieblein. “We are investing in the infrastructure, leadership, and capabilities necessary to position ourselves as a leader in the wealth management space. Our unique collaborative culture and multidisciplinary approach distinguish us from competitors and create opportunities for advisors to expand their businesses while better serving their clients.”
This spirit of collaboration is deeply ingrained in Alera Group’s culture, rooted in the principles of Lloyd Fickett’s The Collaborative Way®. By fostering a shared knowledge and resource environment, Alera Group enables financial advisors to tap into expertise across various financial disciplines. This creates a synergy that enhances client service and enables advisors to achieve sustainable growth.
Jeff Silverman, Chief Growth Officer of Alera Group – Financial Services, reinforced this sentiment, stating, “Our collaborative culture is our secret sauce. We offer advisors a unique opportunity to partner with a firm that is truly invested in their success. Unlike many competitors, we provide a platform and environment that empower advisors to scale their businesses in ways they never thought possible.”
Driving Growth Through Advisor Partnerships
Alera Group’s Retirement Plan division has emerged as a major player in the industry, boasting an impressive $40 billion in assets under management (AUM). Led by Executive Vice President and National Practice Leader Christian Mango, this division’s growth underscores Alera Group’s commitment to delivering best-in-class solutions and fostering strong client relationships.
“We have experienced remarkable growth in our retirement plan division by emphasizing collaboration and leveraging the strengths of our diverse team,” said Mango. “By working together, we create synergies that benefit both advisors and clients, allowing us to offer tailored solutions that address the unique needs of each organization we serve.”
In addition to its retirement plan solutions, Alera Group also operates a thriving wealth management platform, which currently manages $10 billion in AUM. This platform is designed to help advisors enhance their service offerings and provide more holistic financial solutions to their clients.
“We’re committed to providing advisors with the tools, resources, and support they need to succeed,” said Mike Moss, Platform Leader for Wealth Management. “There has never been a better time to join a firm that is actively investing in the future of financial services.”
Comprehensive Support for Advisor Growth
One of the key differentiators of Alera Group’s approach is its full-service platform, which extends beyond traditional wealth management and retirement planning. The firm offers expertise in property and casualty insurance, employee benefits, and life insurance, allowing advisors to deliver a truly integrated client experience. This multidisciplinary approach empowers advisors to develop more comprehensive financial strategies tailored to their clients’ evolving needs.
By providing access to industry-leading resources and technology, Alera Group ensures that its advisor partners are well-equipped to navigate the complexities of today’s financial landscape. The firm’s commitment to innovation includes investment in digital tools, data analytics, and operational efficiencies that enhance advisor productivity and client engagement.
Strategic Acquisitions and Future Growth Plans
As part of its aggressive expansion strategy, Alera Group is actively seeking partnerships with high-quality wealth management and retirement plan advisory firms. The company is particularly interested in firms that share its commitment to collaboration, client service, and long-term growth. By integrating like-minded firms into its ecosystem, Alera Group aims to strengthen its national footprint and broaden its financial services capabilities.
“Our goal is to create an environment where top-tier advisors can thrive,” said Lieblein. “We are looking for firms that align with our values and can benefit from the scale, resources, and collaborative culture that Alera Group offers. By bringing together the best talent in the industry, we can drive innovation, enhance client outcomes, and solidify our position as a leader in the financial services space.”
Through a disciplined approach to M&A, Alera Group has already demonstrated its ability to successfully integrate advisory firms and enhance their service offerings. The company’s leadership team is focused on identifying strategic opportunities that align with its vision and contribute to sustainable, long-term growth.
A Strong Vision for the Future
Looking ahead, Alera Group is poised to continue its trajectory of rapid growth and industry leadership. By prioritizing collaboration, investing in cutting-edge technology, and expanding its suite of financial services, the firm is well-positioned to meet the evolving needs of both advisors and clients.
With a steadfast commitment to excellence, Alera Group remains dedicated to fostering an environment where financial professionals can thrive. Whether through strategic acquisitions, enhanced service offerings, or a culture of innovation, the company is laying the foundation for a future that is both prosperous and client-focused.
“We are entering an exciting phase of our journey,” said Silverman. “The steps we are taking today will shape the future of financial services and create unparalleled opportunities for advisors and clients alike. Our vision is clear: to be the premier destination for financial professionals looking to grow and make a lasting impact in the industry.”
Alera Group’s expansion into the wealth management and retirement plan sectors marks a significant milestone in the company’s evolution. By leveraging its collaborative culture, investing in leadership, and pursuing strategic partnerships, Alera Group is setting a new standard in financial services. As the firm continues to grow and innovate, advisors and clients alike stand to benefit from its forward-thinking approach and commitment to excellence.
For wealth management and retirement plan advisory firms seeking a dynamic and growth-oriented partner, Alera Group represents a unique opportunity to be part of a transformative movement in financial services. With a clear vision for the future, the company is charting a path toward sustained success and industry leadership.
