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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CRD 38357File 801-57242
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$14.43B
Top 10% of cohort (national)
Discretionary AUM
$8.72B
Non-discretionary $5.70B
Clients
7,354
23,169 accounts
Employees
158
Top 10% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 23, 2000
- Principal office
- 220 SOUTH 6TH STREET, SUITE 300, MINNEAPOLIS, MN, 55402-1418
- Phone
- 612-376-4777
- Website
- HTTP://WWW.CLACONNECT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $14.43B
- Discretionary AUM
- $8.72B
- Non-discretionary AUM
- $5.70B
- Discretionary accounts
- 15,906
- Non-discretionary accounts
- 7,263
- Total accounts
- 23,169
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 338 | $910.6M |
| Charitable organizations | 307 | $247.4M |
| High net worth individuals | 2,348 | $10.13B |
| Pension and profit sharing plans | 159 | $1.93B |
| Individuals (other than high net worth individuals) | 4,202 | $1.21B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 151 | 158 | increased by7 |
| Apr 1, 2026 | Clients | 7,010 | 7,354 | increased by344 |
| Apr 1, 2026 | AUM | $13,324,042,941 | $14,426,640,890 | increased by$1,102,597,949 |
| Apr 1, 2026 | Accounts | 22,382 | 23,169 | increased by787 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 148 | 151 | increased by3 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 6,728 | 7,010 | increased by282 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $12,327,816,161 | $13,324,042,941 | increased by$996,226,780 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 22,119 | 22,382 | increased by263 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 145 | 148 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5,536 | 6,728 | increased by1,192 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,947,612,102 | $12,327,816,161 | increased by$5,380,204,059 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 17,139 | 22,119 | increased by4,980 |
| Apr 1, 2022 | Employees | 113 | 145 | increased by32 |
| Apr 1, 2022 | Clients | 5,043 | 5,536 | increased by493 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLIFTONLARSONALLEN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLIFTONLARSONALLEN WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.