Cliftonlarsonallen Wealth Advisors, LLC

Broker-DealerFINRA MemberEst. 2000

Total AUM

$14.4B

Discretionary

$8.7B

60% of AUM

Accounts

23,169

Employees

158

Advisory reps

133

Brokerage reps

Firm details

Headquarters: Minneapolis, Minnesota
CRD number: 38357
Registered since: February 23, 2000
Website: www.claconnect.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.22%
Pension & Profit Sharing Plans13.4%
Individuals8.36%
Corporations / Businesses6.31%
Charitable Organizations1.72%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

CliftonLarsonAllen Wealth Advisors, LLC is an SEC-registered wealth advisory and broker-dealer operating as an LLC since 2000. The firm acts as a capital allocator for both individual/family and institutional clients, combining brokerage and insurance distribution with fee-based advisory services. Its advisory menu includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of outside advisers and educational programming. Compensation structures vary by client and engagement and include percentage-of-AUM arrangements, hourly billing and fixed fees. The firm reports it is not an active ESG investor. It maintains industry relationships that span broker-dealer, accounting and insurance channels, reflecting a hybrid model that blends investment management with product distribution and consulting. CliftonLarsonAllen Wealth Advisors has received industry recognition: Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020) and multiple Barron’s Top 100 RIA Firms listings (2021, 2022, 2024, 2025).