Cliftonlarsonallen Wealth Advisors, LLC
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Overview
Cliftonlarsonallen Wealth Advisors, LLC operates as a financial advisory firm based in Minneapolis, Minnesota. Cliftonlarsonallen Wealth Advisors, LLC handles $3.6 billion in assets under management over 10,825 client accounts, making it one of the largest firms in the country by assets under management (AUM). The firm has a large team of 104 employees, eighty-three of whom are financial advisors. Cliftonlarsonallen Wealth Advisors, LLC is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial assets like options, stocks and bonds.
Cliftonlarsonallen Wealth Advisors, LLC administers most of the company's accounts on a discretionary basis. Discretionary management is a structure in which transaction choices for the client's account are made by a portfolio manager without needing client permission. Cliftonlarsonallen Wealth Advisors, LLC also administers 2,585 non-discretionary accounts with a total of $939.0 million in assets. Cliftonlarsonallen Wealth Advisors, LLC oversees about $334,043 for each customer account. An average advisor at Cliftonlarsonallen Wealth Advisors, LLC oversees around 130 client accounts.
Cliftonlarsonallen Wealth Advisors, LLC's headquarters is located at 220 South 6Th Street, Minneapolis, Minnesota 55402-1418. The firm is registered to serve clients throughout 38 U.S. states and territories.
Number of Advisors
Disclosures
Office Location
Cliftonlarsonallen Wealth Advisors, LLC by the Numbers

104

10,825

$334.0 thousand
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Products and Services
Cliftonlarsonallen Wealth Advisors, LLC offers a number of services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. In the last fiscal year, the firm provided financial planning services to 2,500 of its clients. The company is engaged in selling products or offering services other than investment advice to its clients. The firm also has a number of financial industry affiliations, including with a broker-dealer or securities dealer, accountant or accounting firm, insurance company or agency and pension consultant.
Core Advisor Services
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Offered by 45% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 63% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 23% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 10% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees depend on which services the firm provides the client. Fees charged by the firm most likely consist of some combination of the following fee structures: asset-based, hourly or fixed. The company does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 75% of firms
Percentage of Assets
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Offered by 37% of firms
Hourly
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Offered by 40% of firms
Fixed
Unavailable
Types of Clients
Cliftonlarsonallen Wealth Advisors, LLC works with a number of different customers. The company works with retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 10,825 accounts, Cliftonlarsonallen Wealth Advisors, LLC's largest client type is retail investors, although it also manages money for 784 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the firm's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 20.12%
- Other Individuals - 74.59%
- Corporations - 5.06%
- Charitable Organizations - 0.23%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Cliftonlarsonallen Wealth Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Cliftonlarsonallen Wealth Advisors, LLC
Minneapolis, MN
Saint Louis, MO
Bloomington, IL
Plymouth Meeting, PA
Minneapolis, MN
Eau Claire, WI
Bloomington, IL
Spokane, WA
Englewood, CO
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