Cliftonlarsonallen Wealth Advisors, LLC
Minneapolis, MN·SEC-registered · CRD #38357
Cliftonlarsonallen Wealth Advisors, LLC is an SEC-registered investment advisory firm in Minneapolis, MN managing $14B across 30k client accounts, with 81 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$14B
Client accounts
30k
Advisory staff
81
Fee model
Fee-based
How Cliftonlarsonallen Wealth Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
See how Cliftonlarsonallen compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Cliftonlarsonallen Wealth Advisors, LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Cliftonlarsonallen Wealth Advisors, LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Cliftonlarsonallen Wealth Advisors, LLC
How much does Cliftonlarsonallen Wealth Advisors, LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Cliftonlarsonallen Wealth Advisors, LLC reports $14B in regulatory assets under management across roughly 30k client accounts.
How does Cliftonlarsonallen Wealth Advisors, LLC charge?
Cliftonlarsonallen Wealth Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Cliftonlarsonallen Wealth Advisors, LLC a fiduciary?
Yes. Cliftonlarsonallen Wealth Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #38357), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Cliftonlarsonallen Wealth Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Cliftonlarsonallen Wealth Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Minneapolis, MN
Profile compiled from Cliftonlarsonallen Wealth Advisors, LLC's public SEC Form ADV filing (CRD #38357, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Cliftonlarsonallen Wealth Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Cliftonlarsonallen Wealth Advisors, LLC? Claim this profile.