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
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.
Latest 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%)
* 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.