Cliftonlarsonallen Wealth Advisors, LLC

Overview

Cliftonlarsonallen Wealth Advisors, LLC is a Broker Dealer and registered investment adviser based in Minneapolis, MN, registered since 1995. It reports $14.4B in assets under management across 23,169 accounts, with 158 employees. Its 132 registered representatives work across 35 branch offices in 18 states.

Reported AUM

$14.4B

Discretionary

60%

Accounts

23,169

Average account

$623K

Employees

158

Registered reps

132

Branch offices

35

Registered since

1995

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Products and services

• Insurance
• Investment Advisory Services
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Other
• Private Placements
• Retirement/Pension Products
• Variable Life Insurance & Annuities

Executive officers 3 of 3

• William Clayton Bland Chief Executive Officer CRD 3259971
• Jaclyn Suzanne Van Horrick Principal Financial Officer, Principal Operations Officer, Financial and Operations Principal CRD 4587577
• Brian Jacob Buffie Chief Compliance Officer CRD 5532207

Registered reps 3 of 132

• Omer Abramovich Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6206290
• Graham Steven Acheson Investment Adviser Rep CRD 7576174
• Casey Glenning Anderson Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4876750

129 more registered reps, with emails, phones and branch locations

Location

Headquarters

220 S 6th St Ste 300
Minneapolis, MN 55402

County

Hennepin

Metro area

Minneapolis-St. Paul-Bloomington, MN-WI

Region

Midwest

Branch offices

35 in 18 states, including Appleton, WI, Atlanta, GA and Addison, TX

Registrations

• SEC registered, limited liability company formed in Minnesota
• Registered in 51 jurisdictions
• Website: claconnect.com

Every state, with registration dates

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