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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CRD 38357 · SEC 801-57242
220 SOUTH 6TH STREET, SUITE 300, MINNEAPOLIS, MN, 55402-1418, United States
Phone
612-376-4777
Fax
612-376-4690
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$14.43B
Discretionary AUM
$8.72B
Team
158 total employees; 81 advisory reps; 575 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4202 | $1.21B |
| High net worth individuals | 2348 | $10.13B |
| Pension/profit sharing plans | 159 | $1.93B |
| Charitable organizations | 307 | $247.4M |
| Corporations/business entities | 338 | $910.6M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD