ALIGHT FINANCIAL ADVISORS, LLC
  • ALIGHT FINANCIAL ADVISORS, LLC
  • AON HEWITT FINANCIAL ADVISORS, LLC
  • AON HEWITT FINANCIAL ADVISORS LLC

Adviser Profile

As of Date 03/03/2026
Registration SEC, Approved, 09/13/2011
ADV Location CHARLOTTE, NC, United States
Contact Info 866 xxxxxxx
Websites
AUM* 35,054,902,000 4%
of that, discretionary 35,054,902,000 4%
Number of Employees 70 17%
of those in investment advisory functions 60 20%
Private Fund GAV* 0
Avg Account Size 178,891 16%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

35B 30B 25B 20B 15B 10B 5B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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