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Alera Group is an independent insurance and wealth management firm?offering comprehensive employee benefits, property and casualty, retirement services, and wealth management solutions to clients nationwide. Alera Group was founded in 2016 and is based in Deerfield, Illinois.
|Overall||118 of 125|
|Sector (Business Services)||13 of 14|
|Type (Add-on Acquisition)||117 of 123|
|State (Washington)||3 of 3|
|Country (United States)||117 of 124|
|Year (2022)||10 of 17|
Wharton Business Group LLC
Malvern, Pennsylvania, United States
Wharton Business Group is an employee-owned wealth services firm in Pennsylvania that manages more than $3.5 billion in assets for business owners and institutions. Wharton Business Group is based in Malvern, Pennsylvania.
DFG 401(k) Advisors
Phoenix, Arizona, United States
DFG 401(k) Advisors is an independent, qualified retirement plan services firm that works with companies and their fiduciaries towards maximizing retirement plan outcomes by increasing effectiveness. For more than 30 years, the company has enabled conscientious companies to effectively scrutinize and benchmark their 401(k) plans with the goal to save money, improve benefits, streamline administration, and importantly, ensuring compliance amid the confusion of changing legislation and regulation. Securities are offered through LPL Financial, member SIPC www.sipc.org. Investment advice is offered through Global Retirement Partners, LLC, a registered investment advisor. Global Retirement Partners, LLC, DFG 401(k) Advisors, and LPL Financial are separate non-affiliated entities. DFG 401(k) Advisors is based in Phoenix, Arizona.