Cliftonlarsonallen Wealth Advisors, LLC

Broker-DealerFINRA Member

Total AUM

$14.4B

Discretionary

$8.7B

60% of AUM

Accounts

23,169

Employees

158

Advisory reps

136

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 a limited liability company that operates as an investment bank and independent broker‑dealer while also providing advisory services. The firm is registered with the SEC (registered in 2000) and positions itself as a capital allocator for both individual/family and institutional clients. Its business model combines broker‑dealer and insurance brokerage activities with fee‑based advisory work, using percentage‑of‑AUM, hourly, and fixed‑fee arrangements depending on the engagement. Advisory capabilities include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and educational programming. The firm also acts as a third‑party salesperson of other financial products. CliftonLarsonAllen has been recognized in industry rankings, appearing on Financial Times’ Top 300 RIA list in 2020, on FA Magazine’s Top RIA list in 2020, and on Barron’s Top 100 RIA lists in 2021, 2022, 2024 and 2025. The firm is not identified as an active ESG investor in the source data.