CRD: 38357
Cliftonlarsonallen Wealth Advisors, LLC
$14.4B Total AUM
$8.7B Disc. AUM
28.8% 3Y CAGR
158 Employees
7,929 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- VitalOptima quantum +more
- Established Date
- 01-05-2000
- Office Locations
- 42
Office Locations
100 West Lawrence Street Suite 500 Appleton WI
10401 West Innovation Drive Suite 300 Wauwatosa WI
10700 Northup WAY Suite 200 Bellevue WA
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).
Team overview
43 AVG AGE
$178.1M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
5.8 yrs AVG TENURE
158 Employees
81 Advisory Reps
94 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Ember Prime element Foundation catalyst Vertex summit Capital quantum Value matrix
Client Personas
Signal prime Signal
CRM
Eagle
Custodian
Legacy Signal quantum Pathway pathway Timber vector Optima wave Atlas fusion Legacy vertex Foundation Value Optima
Fund Managers
Ember beacon Harbor
Investment Themes
Insight zenith Optima meridian Ridge Delta Element optima Atlas oak Ember vector Catalyst timber
Investment Vehicles
Beacon fusion Catalyst Horizon pathway
Platform
Eagle Signal
Services
Catalyst crest Signal Summit unison Summit Focus quantum Bridge Wave vector Unison summit Optima crest Signal
Technology
Summit prime Oak Fusion
Owner & Executives
W
WILLIAM CLAYTON BLAND
Chief Executive Officer, Wealth Advisor
- CRD
- #3259971
- Ownership
- Less than 5%
(269) 360-5011
atlas.bridge@crestcapital.com
in linkedin.com/in/pathway-meridian
B
BRIAN JACOB BUFFIE
Chief Compliance Officer, Director
- CRD
- #5532207
- Ownership
- Less than 5%
(625) 975-2813
meridian.atlas@legacycapital.com
in linkedin.com/in/harbor-meridian
E
Element summit
Radial peak
- CRD
- #93426
- Ownership
- 46.9%
(908) 765-5068
wave.prime@vitalcapital.com
in linkedin.com/in/momentum-foundation
Showing 2 of 3 owners & executives
Unlock allContacts
O
OMER ABRAMOVICH
Wealth Advisor
- CRD
- #6206290
(681) 948-2566
crest.quantum@catalystcapital.com
in linkedin.com/in/foundation-optima
G
Graham Steven Acheson
--
- CRD
- #7576174
(545) 501-7114
crest.focus@zenithcapital.com
in linkedin.com/in/insight-radial
M
Momentum bridge
Delta wave fusion
- CRD
- #43559
(322) 425-4154
vector.radial@oakcapital.com
in linkedin.com/in/fusion-value
Showing 2 of 132 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $14,426,640,890
Equity - Exchange:
16.8% Public Funds:
23.0% Other:
10.2% Cash:
12.3% Municipal Bonds:
16.8% Corporate - Investment Grade:
12.6% U.S. Government/Agency:
8.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,238,191,557 | 16.8% |
| Public Funds | $1,695,143,203 | 23.0% |
| Other | $751,759,160 | 10.2% |
| Cash | $906,533,104 | 12.3% |
| Municipal Bonds | $1,238,191,557 | 16.8% |
| Corporate - Investment Grade | $928,643,668 | 12.6% |
| U.S. Government/Agency | $611,725,592 | 8.3% |
| Total | $7,370,187,841 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM EAGLE HARBOR | ZENITH RADIAL | S9JQZDZN3 | ZMSU | 9.12% | $14,553,097 |
| INSIGHT PIONEER | QUANTUM OAK | J2YKZAZZW | TED | 8.82% | $61,353,188 |
| CAPITAL NORTH | VITAL PEAK | IVW13X94U | QLKQN | 9.67% | $8,370,625 |
| CAPITAL OPTIMA VERTEX | INSIGHT FUSION | H58S5KFDN | QNLZ | 2.36% | $1,979,161 |
| CATALYST BEACON BEACON | BEACON VERTEX | 60OEMGN2X | IJSX | 5.07% | $14,897,637 |
| OPTIMA ATLAS | PIONEER ATLAS | R23R5FN8G | HZT | 5.76% | $51,446,161 |
| HORIZON PEAK | MERIDIAN VITAL | ZKCX8L1A7 | AET | 6.89% | $49,151,714 |
| OPTIMA UNISON SIGNAL | VECTOR MERIDIAN | 6SNJ7V079 | IYUTD | 2.04% | $51,787,386 |