CRD: 38357
Cliftonlarsonallen Wealth Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-05-2000
- Office Locations
- 44
Office Locations
About Cliftonlarsonallen Wealth Advisors, LLC
CLA Wealth Advisors, LLC is the wealth advisory business of CLA, serving retail and institutional clients with financial and wealth planning, tax and estate planning, retirement plan support, and portfolio management. Strategies span active asset allocation using ETFs and mutual funds, with capability in areas like fixed income, real estate, and private equity. The firm has a broad U.S. footprint (40 offices) and commonly custodies with Schwab (including TD Ameritrade).
Reported data analysis
What the numbers show
Between September 18, 2025 and March 31, 2026, reported AUM increased 8.3%, from $13.3B to $14.4B.
Across 5 reported observations, AUM increased 107.6% between December 12, 2022 and March 31, 2026, from $6.9B to $14.4B.
Of the latest reported AUM, 60.5% is discretionary and 39.5% is non-discretionary.
The firm reports 81 advisory representatives and 7,929 clients, or 97.9 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 44 reported office locations and 26 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
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Owner & Executives
WILLIAM CLAYTON BLAND
Chief Executive Officer, Wealth Advisor
- CRD
- #3259971
- Ownership
- Less than 5%
BRIAN JACOB BUFFIE
Chief Compliance Officer, Director
- CRD
- #5532207
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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OMER ABRAMOVICH
Wealth Advisor
- CRD
- #6206290
Graham Steven Acheson
--
- CRD
- #7576174
Showing 2 of 133 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,724,139,324 | $548,481 |
| Non-Discretionary | $5,702,501,566 | $785,144 |
| Total | $14,426,640,890 | $622,670 |
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Separately Managed Accounts
SMA allocation detail is available
Cliftonlarsonallen Wealth Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Cliftonlarsonallen Wealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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