Wealth Manager
    SEC Registered
    Manages Private Funds

    Cliftonlarsonallen Wealth Advisors, LLC

    Registered investment advisor · Minneapolis, Minnesota · CRD #38357

    Assets Under Management
    $14.4B
    Client Accounts
    23,169
    Employees
    158
    CRD Number
    38357
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Cliftonlarsonallen Wealth Advisors, LLC

    CLA (CliftonLarsonAllen LLP) is a leading professional services firm in the United States, offering a wide range of integrated services including audit, tax, consulting, outsourcing, wealth advisory, and digital solutions. Established on January 1, 2012, through the merger of Clifton Gunderson LLP and LarsonAllen LLP, CLA operates as a private partnership with a virtual headquarters and a strong presence in Minneapolis, Minnesota, and Milwaukee, Wisconsin. The firm employs nearly 9,000 people ac

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Cliftonlarsonallen Wealth Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Cliftonlarsonallen Wealth Advisors, LLC's AUM?

    Cliftonlarsonallen Wealth Advisors, LLC reports approximately $14.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Cliftonlarsonallen Wealth Advisors, LLC headquartered?

    Cliftonlarsonallen Wealth Advisors, LLC is headquartered in Minneapolis, Minnesota.

    What is Cliftonlarsonallen Wealth Advisors, LLC's CRD number?

    Cliftonlarsonallen Wealth Advisors, LLC's CRD number is 38357. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Cliftonlarsonallen Wealth Advisors, LLC manage?

    Cliftonlarsonallen Wealth Advisors, LLC manages approximately 23,169 client accounts according to its latest SEC filing.

    Is Cliftonlarsonallen Wealth Advisors, LLC SEC registered?

    Yes, Cliftonlarsonallen Wealth Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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