Shape Your Future, Grow with Ours
For any business, having a solid succession plan in place is crucial. While this is a key service Wharton Business Group provides to clients, they found themselves in a similar situation with their own organization.
After an extensive search, Wharton Managing Partner BJ Webster knew Alera Group was the perfect fit. Watch this video to learn how the Wharton continues to find tremendous success at a national level with augmented services and increased value to clients.
“After meeting with many potential partners, Alera Group quickly rose to the top.”
BJ Webster | Managing Partner of Wharton Business Group an Alera Group Company
Key Facts
Alera Group is an independent, national insurance and financial services firm created through a merger of 24 like-minded, high-performing, entrepreneurial firms in 2017. Since inception, we have become one of the fastest-growing and largest brokers in the United States.
190+
Offices across the United States
4,200+
Alera Group colleagues
$1.3+ Billion
In annual revenue, as of 12/31/2023
$8+ Billion
Assets under management (AUM), as of 12/31/2023
Our Business
Our nationwide network of partner firms covers the Property and Casualty, Employee Benefits, Retirement, and Human Resources Consulting business lines, providing opportunities to expand and enhance the client experience.
Property and Casualty
We offer a comprehensive suite of property and casualty insurance solutions, corporate and individual risk management, environmental liability expertise and M&A services.
Employee Benefits
We help you identify and secure the right benefits at an optimal price to help you streamline benefits administration and manage complex benefits challenges.
Wealth Services
Our dedicated wealth services and retirement plan services teams can help you grow and protect your assets and those of your employees through a variety of products and services.
Retirement Plan Services
Our dedicated wealth services and retirement plan services teams can help you grow and protect your assets and those of your employees through a variety of products and services.
Human Resources Consulting
Alera Group’s certified HR advisers apply a wealth of real-world expertise and a client-focused mindset to deliver practical and effective HR solutions that help you achieve your business goals.
Our Model Sets Us Apart
We’re built on a belief that we are stronger together. We tap into our national community of problem solvers to deliver local, optimized solutions to help grow your business.
Our People Are the Foundation
Our people are at the foundation of everything we do. Whether we are sharing resources across our national network, or simply sharing expertise with a new client, our like-minded, entrepreneurial offices, banded together from across the country, are changing the insurance industry.
Our Culture Drives Our Success
Alera Group was built through a culture of collaboration and the belief that we are stronger together. Whether we are sharing resources across our national network, or simply sharing expertise with a new client, collaboration is at the center of who we are. We believe it helps us to elevate the client experience, grow our lines of business and elevate our employees.
Interested in Discussing a Future With Alera Group?
We're looking for the right firms to grow with us! If you're interested in learning more about Alera Group’s collaborative model, fill out the form below.
