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Firm profile

Cliftonlarsonallen Wealth Advisors, LLC

MINNEAPOLIS, MNCRD 38357Latest ADV March 31, 2026

Cliftonlarsonallen Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated March 31, 2026, reports $14.4B in regulatory assets under management, 158 employees, 39 offices, and 23,169 accounts.

Assets Under Management
$14.4B
Employees
158
Offices
39 offices
Total Clients
7,354
Primary office
MINNEAPOLIS, MN
220 SOUTH 6TH STREET, SUITE 300, MINNEAPOLIS, MN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOWilliam Clayton Bland
CCOBrian Jacob Buffie

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Source verified May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 57.1% of total clients.
Top client categories% of clientsClients
1
Individuals
57.1%
4,202
2
HNWI
31.9%
2,348
3
Corporations
4.6%
338
4
Charitable
4.2%
307
5
Pension Plans
2.2%
159

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$14.4Bas of March 31, 2026
Discretionary60.5%
$8.7B
60% of total RAUM60.5%
Non-discretionary39.5%
$5.7B
40% of total RAUM39.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$14.4B
Total Accounts23,169
10Y AUM Change+$11.5B (+400.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees158
Clients per Employee47:1
10Y Employee Change+62 (+64.6%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.