Cliftonlarsonallen Wealth Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

38357

SEC number

801-57242

Firm type

RIA

Assets under management

$14.4B as of Mar 31, 2026

Website

www.claconnect.com ↗

Phone

612-376-4777

Address

220 South 6th Street, Minneapolis, MN, 55402-1418

Advisors at this firm

101 in our index · page 1 of 3

• Omer AbramovichCRD 6206290 · Irvine, CA
  IA RegisteredBroker
• Casey Glenning AndersonCRD 4876750 · Minneapolis, MN
  IA RegisteredBroker
• Graham Steven AchesonCRD 7576174 · Minneapolis, MN
  IA Registered
• Brian Richard BevanCRD 5581503 · Salt Lake City, UT
  IA RegisteredBroker
• Alexander Steven BlackCRD 6604036 · Maumee, OH
  IA RegisteredBroker
• William Clayton BlandCRD 3259971 · Minneapolis, MN
  IA RegisteredBroker
• Robert Dean BoscoCRD 1997398 · Boston, MA
  IA RegisteredBroker
• Adam Jonathan BourkCRD 4248439 · Naples, FL
  IA Registered
• Scott Desmond BrubakerCRD 6269520 · Carmel, CA
  IA Registered
• Brian Jacob BuffieCRD 5532207 · Minneapolis, MN
  Broker
• Christine Lee BulferCRD 4132094 · Peoria, IL
  IA RegisteredBroker
• Ryan Michael BaumbachCRD 6793457 · Rochester, MN
  IA RegisteredBroker
• Timothy Henry BolinskiCRD 6150945 · King Of Prussia, PA
  IA RegisteredBroker
• Rebecca BostwickCRD 5980247 · King Of Prussia, PA
  IA Registered
• Matthew BushnellCRD 7766205 · West Hartford, CT
  IA Registered
• Adrienne Maria CarlettiCRD 4170535 · King Of Prussia, PA
  Broker
• Joan Marie CarrollCRD 4561825 · Stevens Point, WI
  IA RegisteredBroker
• Francesco ConidiCRD 2941360 · Quincy, MA
  IA RegisteredBroker
• Andrew Joseph ChenCRD 7041936 · Irvine, CA
  IA Registered
• Teague Lynn CollinsCRD 5164374 · Irvine, CA
  Broker
• Brian Matthew D'orazioCRD 4932503 · Denver, CO
  IA RegisteredBroker
• Karla Kay DaltonCRD 2396316 · Cedar Rapids, IA
  Broker
• Leslie Rae DarttCRD 3274233 · Minneapolis, MN
  Broker
• Jennifer Jensen DevineCRD 2554385 · New Bedford, MA
  IA Registered
• Charles Christopher DhanrajCRD 4532924 · Tampa, FL
  IA RegisteredBroker
• Andrew Peter DomeyerCRD 5986041 · Minneapolis, MN
  IA Registered
• Nathan DemareeCRD 7943318 · Minneapolis, MN
  IA Registered
• Jennifer Marie FaustCRD 6349677 · Minneapolis, MN
  IA RegisteredBroker
• John Ryan FonaasCRD 5693497 · Wauwatosa, WI
  IA RegisteredBroker
• Aaron Jordan FranzheimCRD 6233970 · Seattle, WA
  Broker
• Denise FalboCRD 7920808 · Oak Brook, IL
  IA Registered
• Mark John FenlonCRD 1466512 · Minneapolis, MN
  IA RegisteredBroker
• David Nicholas FreilCRD 8028060 · Carmel, CA
  IA Registered
• Rebecca GarzaCRD 7120241 · Orlando, FL
  IA Registered
• Antony Reed HalladaCRD 2009640 · Minneapolis, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Arnita Cheryl HallmanCRD 4269541 · Bellevue, WA
  IA RegisteredBroker
• Andrew Jay HengstCRD 2896338 · Appleton, WI
  IA RegisteredBroker
• Derek Jon HicksCRD 5444298 · Minneapolis, MN
  IA RegisteredBroker
• Sean David HuntleyCRD 4596806 · Minneapolis, MN
  IA RegisteredBroker
• Michael J HagenCRD 6859823 · Minneapolis, MN
  IA RegisteredRegistration inactive
• Joseph William HibertCRD 6985464 · Livingston, NJ
  IA RegisteredBroker
• Joshua HoffmanCRD 4690919 · Chicago, IL
  Broker
• Sarah Elizabeth JensenCRD 4555909 · Middleton, WI
  IA RegisteredBroker
• Steven Douglas JonesCRD 2114108 · St. Louis, MO
  IA RegisteredBroker
• Andrew JacksonCRD 8153154 · Seattle, WA
  Broker
• Kendell JensenCRD 7181916 · Seattle, WA
  Broker
• Brody Thomas JohnsonCRD 7460243 · Minneapolis, MN
  IA RegisteredBroker
• Ryan JonesCRD 7600844 · Minneapolis, MN
  IA Registered
• Catherine Mary KaneCRD 4560797 · Oak Brook, IL
  IA Registered
• Nicholas KavelarisCRD 7210907 · Wauwatosa, WI
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.