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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.