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RETIREMENT AND WEALTH AT ALLIANT, LLC

WAYNE, PA · CRD 167970 · IAPD ↗ · alliantretirementconsulting.com · 267 363 2865

$7.37BRegulatory AUM
30Advisory reps
30Employees
1000Clients
0Planning clients
0Private funds
51States
1Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

40
August 2026 — RETIREMENT AND WEALTH AT ALLIANT, LLC moved its main office from ALPHARETTA, GA to WAYNE, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
August 2026 — ALLIANT RETIREMENT CONSULTING is now doing business as RETIREMENT AND WEALTH AT ALLIANT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
April 2026 — ALLIANT RETIREMENT CONSULTING added office(s): 8 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
62
April 2026 — ALLIANT RETIREMENT CONSULTING reported RAUM up 64% ($4.49B -> $7.37B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2025 — ALLIANT RETIREMENT CONSULTING grew from 23 to 30 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
January 2025 — ALLIANT RETIREMENT CONSULTING crossed $1B in regulatory AUM ($144.0M -> $3.62B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
35
April 2024 — ALLIANT RETIREMENT CONSULTING reported RAUM down 87% ($1.08B -> $144.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
61
April 2024 — ALLIANT RETIREMENT CONSULTING grew from 17 to 23 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.