CliftonLarsonAllen Wealth Advisors LLC


Assets, Funds, Holdings

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CliftonLarsonAllen Wealth Advisors LLC
CRD #38357
SEC #801-57242
AUM $4.9 BB (78% Disc, 100% US, 2020-03-23)
Employees113 (84% Investors, 65% Brokers)
Address220 South 6th Street
Minneapolis, MN 55402-1418
Source [IAPD] [Website]
Total AUM ($BB)
Sector Issuer Cap ($MM) Value ($MM)
AGG 77.4
IEFA 66.4
MUB 66.2
IVW 58.2
IVE 54.4
ROK 25,010.0 31.8
SCHV 28.9
SCHG 28.3
TFI 28.1
IJH 28.0
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
Altair Advisers LLC
IL 5.1
Frontier Asset Management LLC
WY 5.0
Hoisington Investment Management Co
TX 5.0
Greycourt & Co Inc
PA 5.0
BMO Harris Financial Advisors Inc
IL 4.9
UBS Swiss Financial Advisers AG
LM Capital Group LLC
CA 4.8
Bridges Investment Management Inc
NE 4.8
Strategic Capital Advisers Inc
CO 4.8
Greenleaf Advisors LLC
NJ 4.8
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