ALLIANT RETIREMENT CONSULTING
Latest filing: Mar 31, 2025 (90 days ago)
AUM
$4,493,036,646
3020% change vs. 1 year ago
384% change vs. 3 years ago
-43% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
30
30% change vs. 1 year ago
76% change vs. 3 years ago
43% change vs. 5 years ago
100% change vs. 10 years ago
Main Office
ALPHARETTA, GA
1125 SANCTUARY PARKWAY, ALPHARETTA, GA, UNITED STATES, 30009
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $4.5 |
| Non-Discretionary | $0.0 |
| Total | $4.5 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $4.5 |
| Total | $4.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $4.5 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $4.5 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 1% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 8% | $0.4 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 7% | $0.3 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 65% | $2.9 |
| Other Pools | 0% | $0.0 |
| Cash | 19% | $0.9 |
| Other | 0% | $0.0 |
| Total | 100% | $4.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
26 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JULIA SELL | ALPHARETTA | GA | S65|2024-03-18 | ||||||
| JOHN CUNNINGHAM | ALPHARETTA | GA | S63|1994-10-03|S65|2000-03-25 | ||||||
| ROBERT NELSON | ALPHARETTA | GA | S63|1998-09-04|S65|2022-09-01 | ||||||
| CARA REYNOLDS | ALPHARETTA | GA | S63|2012-05-08|S65|2022-10-03 | ||||||
| DREW WHITNEY | ALPHARETTA | GA | S63|2011-05-20|S65|2016-10-14 | ||||||
| MATTHEW WEBB | ALPHARETTA | GA | S63|2007-06-08|S66|2017-12-22 | ||||||
| MATTHEW GRASER | ALPHARETTA | GA | S66|2021-06-17 | ||||||
| TERESSA RAMBO | ALPHARETTA | GA | S63|1998-01-26|S65|1999-09-27 | ||||||
| RYAN BARNETT | ALPHARETTA | GA | S65|2013-10-07 | ||||||
| JAMES LASCHINGER | ALPHARETTA | GA | S63|1997-12-10|S65|2016-06-10 | ||||||
| CARRIE SILVESTRO | ALPHARETTA | GA | S63|2004-09-28|S65|2024-04-25 | ||||||
| ANDREW DENLER | ALPHARETTA | GA | S63|2013-07-09|S65|2021-04-05 | ||||||
| SEAN WAGGONER | ALPHARETTA | GA | S63|1997-04-24|S65|2008-01-04 | ||||||
| RICHARD KLENK | ALPHARETTA | GA | S63|2014-09-27|S65|2023-07-07 | ||||||
| KATHLEEN AICHER | ALPHARETTA | GA | S63|1996-07-16|S65|2015-03-09 | ||||||
| SARAH KEIBLER | ALPHARETTA | GA | S63|2006-07-06|S65|2016-09-28 | ||||||
| HEATHER BRANDT | ALPHARETTA | GA | S66|2020-12-16 | ||||||
| DAVID FEILKE | ALPHARETTA | GA | S63|2003-12-02|S65|2006-06-29 | CERTIFIED FINANCIAL PLANNER | |||||
| RYAN OCONNOR | ALPHARETTA | GA | S63|2022-08-27|S65|2023-09-03 | ||||||
| JONATHAN TAPORCO | ALPHARETTA | GA | S66|2014-08-29 | CHARTERED FINANCIAL ANALYST | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $4.5 | $0.0 | 0% | 30 | 0 | 0% |
| 2025-04-21 | $4.5 | $0.0 | 0% | 30 | 0 | 0% |
| 2024-04-02 | $0.1 | $4.3 | 3020% | 23 | 7 | 30% |
| 2023-04-04 | $1.1 | $3.4 | 314% | 17 | 13 | 76% |
| 2022-04-01 | $0.9 | $3.6 | 384% | 17 | 13 | 76% |
| 2021-04-05 | $8.4 | -$3.9 | -47% | 24 | 6 | 25% |
| 2020-04-01 | $7.9 | -$3.4 | -43% | 21 | 9 | 43% |
| 2019-04-01 | $7.0 | -$2.5 | -36% | 15 | 15 | 100% |
| 2018-04-02 | $6.5 | -$2.0 | -31% | 15 | 15 | 100% |
| 2017-04-01 | $0.0 | $0.0 | 0% | 15 | 15 | 100% |
| 2016-04-01 | $0.0 | $0.0 | 0% | 15 | 15 | 100% |
| 2015-04-01 | $0.0 | $0.0 | 0% | 15 | 15 | 100% |
| 2014-04-01 | $0.0 | $0.0 | 0% | 15 | 15 | 100% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| GA, AK-04/14/2015, AL-02/17/2022, AR-02/17/2022, AZ-10/12/2015, CA-10/12/2015, CO-10/12/2015, CT-02/17/2022, DC-10/12/2015, DE-02/17/2022, FL-10/12/2015, GA-12/16/2013, HI-02/17/2022, IA-02/17/2022, ID-04/14/2015, IL-01/31/2018, IN-02/17/2022, KS-03/15/2016, KY-02/17/2022, LA-10/12/2015, MA-02/17/2022, MD-10/12/2015, ME-02/17/2022, MI-02/17/2022, MN-10/12/2015, MO-02/17/2022, MS-02/17/2022, MT-01/30/2018, NC-10/12/2015, ND-02/17/2022, NE-02/17/2022, NH-02/17/2022, NJ-02/23/2022, NM-02/17/2022, NV-02/17/2022, NY-10/12/2015, OH-10/12/2015, OK-02/17/2022, OR-03/15/2016, PA-10/12/2015, RI-02/17/2022, SC-02/16/2018, SD-02/17/2022, TN-10/12/2015, TX-07/09/2013, UT-02/17/2022, VA-10/12/2015, VT-02/17/2022, WA-04/14/2015, WI-02/17/2022, WV-02/17/2022, WY-01/30/2018 |
| ADVISER ACTIVITIES |
|
PENSION CONSULTING MANAGER SELECTION EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
|
REP BROKER DEALER INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV