Retirement And Wealth At Alliant, LLC

Overview

Retirement And Wealth At Alliant, LLC is an SEC registered investment adviser based in Wayne, PA, registered since 2013. It reports $7.4B in assets under management across 248 accounts, with 30 employees. It has 42 investment adviser representatives.

Reported AUM

$7.4B

Discretionary

100%

Accounts

248

Average account

$29.7M

Employees

30

Advisory reps

42

Registered since

2013

Jurisdictions

51

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Pension Consulting
• Selection of Other Advisors

Client types

• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Other Fees and Percentage of Assets

Executive officers 2 of 2

• Amit Raj Dogra Managing Director, Evp CRD 3005988
• Wendy Michelle Conner Chief Compliance Officer CRD 4169248

Advisory reps 3 of 42

• Kathleen Ruth Aicher Investment Adviser Rep CRD 1573336
• Maria Arcaro Investment Adviser Rep CRD 4347843
• Ryan Christopher Barnett Investment Adviser Rep CRD 6231436

39 more advisory reps, with emails, phones and branch locations

Location

Headquarters

565 E Swedesford Rd Ste 100
Wayne, PA 19087

County

Chester

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 51 jurisdictions
• Website: alliantretirementconsulting.com

Every state, with registration dates

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