SEC-registered independent wealth management RIA
Alere Planning LLC
As of its Form ADV filed February 17, 2026, Alere Planning LLC, an SEC-registered independent wealth management RIA in Isle of Palms, South Carolina, reported $208.0 million in regulatory assets under management across 513 accounts, ranking #60 among independent RIAs in South Carolina by assets.
Registration
- Main office
- Isle of Palms, SC
- Registration
- SEC-registered, Approved
- CRD number
- 286121
- SEC file number
- 801-120912
- Registered since
- April 23, 2021
- Latest Form ADV filing
- February 17, 2026
- Organized as
- Limited Liability Company
- Fiscal year ends
- December
- Other offices
- 2
Key figures
- Regulatory assets under management
- $208.0 million
- Discretionary
- $207.8 million (99.9%)
- Non-discretionary
- $253,502
- Accounts
- 513 (512 discretionary)
- Clients
- 207, approximate as reported
- Employees
- 3
- Advisory staff
- 2 performing investment advisory functions
- Average account
- $405,531
- Asset growth, 1 year
- 13.0% (from $184.2 million a year earlier)
- Asset growth, 3-year annual rate
- 21.2% (from $117.0 million three years earlier)
- Asset growth, 5-year annual rate
- 13.0% (from $112.9 million five years earlier)
- Client growth, 1 year
- 1.5% (from 204)
Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among independent wealth management RIAs.
| Ranking | Nationally | In South Carolina | Value |
|---|---|---|---|
| Largest independent RIAs by assets under management | #5,247 | #60 | $208.0 million |
| Fastest-growing independent RIAs over one year | #4,301 | #45 | 13.0%from $184.2 million |
| Fastest-growing independent RIAs over three years | #1,397 | #16 | 21.2%from $117.0 million |
| Fastest-growing independent RIAs over five years | #1,642 | #18 | 13.0%from $112.9 million |
| Independent RIAs with the biggest asset gains over one year | #5,181 | #54 | $23.9 million |
| Independent RIAs with the most clients | #5,384 | #64 | 207 |
| Independent RIAs with the fastest client growth over one year | #3,674 | #42 | 1.5%from 204 |
| Independent RIAs with the most accounts | #4,799 | #64 | 513 |
| Independent RIAs with the most advisory staff | #6,488 | #82 | 2 |
| Independent RIAs with the most high net worth clients | #4,688 | #58 | 64 |
| Independent RIAs with the most CFP professionals | #3,524 | #47 | 1 |
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 4, 2021 | $112.9 million |
| October 3, 2022 | $133.3 million |
| October 5, 2023 | $117.0 million |
| October 1, 2024 | $149.0 million |
| September 2, 2025 | $184.2 million |
| October 2, 2026 | $208.0 million |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| High net worth individuals 64 clients | $161.4 million | |
| Individuals (other than high net worth) 131 clients | $43.1 million | |
| Corporations or other businesses 5 clients | $2.4 million | |
| Pension and profit sharing plans 1 client | $1.1 million |
How the firm is paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
- Pension consulting
Financial planning clients (Item 5.H): 101-250.
Wrap fee program sponsor or portfolio manager: yes.
Other business, affiliations and custody
Other business activities (Item 6.A)
- Insurance broker or agent
Financial industry affiliations (Item 7.A)
- Broker-dealer
- Insurance company or agency
Custody (Item 9)
The firm reported custody of client cash or securities, $58.9 million in total.
Investment adviser representatives
- IARs registered with the firm
- 2
- Also registered through a broker-dealer
- 1
- Employees who are IARs (Form ADV 5.B(3))
- 2
Designations held by the firm's IARs: CFA 1, CFP 1.
2 of the firm's 2 IARs are registered in jurisdictions that require IAR CE. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 0 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in South Carolina
| Firm | City | RAUM |
|---|---|---|
| Davinci Financial Designs | Columbia | $222.8 million |
| Carroll Investors, Inc. | Mount Pleasant | $221.4 million |
| Coastline Complete Wealth LLC | Bluffton | $213.6 million |
| The Bedminster Group | Bluffton | $199.0 million |
| Oceanside Advisors LLC | Mount Pleasant | $191.3 million |
The five independent RIAs nearest in regulatory assets with a main office in the same state.
Elsewhere
- Alere Planning LLC on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: www.alereplanning.com
- Independent RIAs in South Carolina
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.