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Alera Acquires $2 8B The Ascent Group

The Ascent Group adds $2.8 billion to Alera's retirement plan and RIA businesses, as well as a proprietary TAMP.

South carolinaUnited statesMike mossPeter campagnaTina hohmanBrian walshJeff silvermanSummit groupWalsh nicholson financial groupAlera groupAlera group wealth servicesAscent groupWharton business groupAlera group retirement plan servicesVirginia beach based the ascent groupAlera group wealth

Alera Group Acquires The Ascent Group

DEERFIELD, IL (BUSINESS WIRE) Jan 4, 2023

United statesTina hohmanJody loweBrian walshMichael mossJeff silvermanSummit groupWalsh nicholson financial groupAlera groupAlera group wealth serviceAlera group retirement plan servicesAlera group christian mangoLowe groupAscent groupAlera group wealth servicesVirginia beach based the ascent group

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