Cliftonlarsonallen Wealth Advisors, LLC
● SEC registered since 2000CRD 38357SEC# 801-57242Minneapolis, MN
Reg. AUM
$14.43B
Employees
158
Accounts
23,169
Location
Minneapolis, MN
Cliftonlarsonallen Wealth Advisors, LLC assets under management
Cliftonlarsonallen Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Minneapolis, MN. The firm has been registered since 2000. It reports $14.4 billion in regulatory assets under management and employs 158 people.
Cliftonlarsonallen Wealth Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Jacob Buffie Control | Chief Compliance Officer | Under 5% | 2016 |
| Cliftonlarsonallen LLP Control | Sole Member | Over 75% | 2014 |
| Jaclyn Suzanne Van Horrick Control | Principal Operations Officer | Under 5% | 2020 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cliftonlarsonallen Wealth Advisors, LLC manage?
Cliftonlarsonallen Wealth Advisors, LLC reports $14.4 billion in regulatory assets under management on its Form ADV.
How many employees does Cliftonlarsonallen Wealth Advisors, LLC have?
Cliftonlarsonallen Wealth Advisors, LLC reports 158 employees.
Where is Cliftonlarsonallen Wealth Advisors, LLC located?
Cliftonlarsonallen Wealth Advisors, LLC is based in Minneapolis, MN and has been SEC-registered since 2000.
Does Cliftonlarsonallen Wealth Advisors, LLC disclose fund performance?
Cliftonlarsonallen Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 220 South 6th Street, Suite 300, Minneapolis, MN 55402-1418 |
| Phone | 612-376-4777 |
| Fax | 612-376-4690 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 944361 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$14.43B▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 5%
More than 95% of 16,825 advisers
Assets under management
$14.43Bregulatory AUM
Discretionary $8.72BNon-discretionary $5.7B