Alera Group Wealth Services Acquires Wharton Business Group

Alera Group Acquires Trinity Advisors Group

May 13, 2025

Financial Services

Alera Group has acquired West Chester-based Trinity Advisors Group, a retirement plan consulting firm, in an asset purchase to expand Alera's Mid-Atlantic retirement plan capabilities. TAG will operate within The Ascent Group, an Alera company; terms were not disclosed.

Alera Group Acquires Advanced Capital Group

September 5, 2024

Financial Services

Alera Group, a national insurance and financial services firm based in Deerfield, Illinois, has acquired Minnesota-based Advanced Capital Group (ACG). The deal adds $24 billion in retirement plan and wealth assets to Alera's Retirement and Wealth Services business (bringing the division to $45 billion); terms were not disclosed.

Alera Group Acquires jweinland Group Benefits

September 13, 2023

Insurance

Alera Group has acquired jweinland Group Benefits, a Shreveport-based full-service employee benefits firm that specializes in group benefits and self-funded insurance plans. The deal expands Alera Group’s employee benefits capabilities and footprint in Louisiana; jweinland’s team will continue serving clients in their existing roles and terms were not disclosed.

Alera Group Acquires The Ascent Group

January 4, 2023

Wealth Management

Alera Group, a national insurance, wealth and retirement services firm based in Deerfield, Illinois, acquired Virginia Beach–based The Ascent Group and its affiliated companies (Summit Group and Walsh & Nicholson Financial Group). The deal adds approximately $1.5 billion in RIA assets and $1.3 billion in retirement plan assets to Alera’s wealth and retirement plan services divisions and brings about 42 employees (including 15 advisors) into Alera’s platform.

Alera Group Wealth Services Acquires Benson Blackburn

November 2, 2022

Insurance

Alera Group Wealth Services, a division of Alera Group, has acquired Benson Blackburn, a Naples, Florida-based insurance consultancy specializing in wealth preservation for ultra-affluent families and closely held businesses. The acquisition expands Alera's wealth services capabilities—particularly private placement life insurance and high-net-worth advisory expertise—and Benson Blackburn will continue to operate under its name with its principals remaining in place. Terms were not disclosed.

Alera Group Wealth Services Acquires Johnson Brunetti

August 1, 2022

Wealth Management

Alera Group Wealth Services, a division of Alera Group, has acquired Johnson Brunetti, a Connecticut-based retirement and investment specialist that manages approximately $1.5 billion in RIA client assets and oversees another $1.5 billion of annuity and insurance assets. The acquisition adds geographic presence in the Northeast and Atlanta and is intended to leverage Alera's back-office, technology and centralized investment services; terms were not disclosed.