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

132

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 fee-based wealth-management and broker-dealer platform organized as an LLC and registered with the SEC since 2000. The firm serves both individual/family and institutional clients and functions as a capital allocator, offering a mix of percentage-of-AUM, hourly, and fixed-fee engagements. Its business activities include broker-dealer and insurance brokerage services as well as other financial-product distribution. On the advisory side the firm provides financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, adviser selection, and educational workshops. The firm has been recognized on several industry lists, including Financial Times’ Top 300 RIAs (2020), FA Magazine’s Top RIA Firms (2020), and Barron’s Top 100 RIA Firms (2021, 2022, 2024, 2025). The firm’s snapshot flags it as not an active ESG investor and does not classify it as a newly formed or multi-state adviser under that snapshot designation.