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| CliftonLarsonAllen Wealth Advisors LLC
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|---|---|
| CRD # | 38357 |
| SEC # | 801-57242 |
| CIK # | 0000944361 |
| AUM | 14.4 B (2026-03-31) |
| Employees | 158 (51% Investors, 47% Brokers) |
| Phone | 612-376-4777 |
| Address | 220 South 6th Street Minneapolis, MN 55402-1418 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,202 | 1.2 |
| (b) Individuals (high net worth individuals) | 2,348 | 10.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 159 | 1.9 |
| (h) Charitable organizations | 307 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 338 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 23,169 | 14.4 |
| By Discretionary | ||
| Discretionary | 15,906 | 8.7 |
| Non-Discretionary | 7,263 | 5.7 |
| Total | 23,169 | 14.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 14.4 | |
| Total | 23,169 | 14.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000944361] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.8B |
| Clients | 575 (1 non-US) |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
CA | 16.0 B |
|
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Congress Asset Management Company LLP
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MA | 14.2 B |
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Federated Global Investment Management Corp
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Circle Wealth Management LLC
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|
Goldman Sachs Asset Management Singapore PTE Ltd
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13.8 B | |
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Ameritas Advisory Services LLC
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NE | 13.7 B |
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The Mather Group LLC
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IL | 13.4 B |