Cliftonlarsonallen Wealth Advisors, LLC
CliftonLarsonAllen Wealth Advisors, LLC (CLA Wealth Advisors) is a wholly owned subsidiary of CliftonLarsonAllen LLP, a US-based professional services firm headquartered in Minneapolis, Minnesota. The firm operates as a registered investment advisor (RIA) and limited-purpose broker-dealer, serving individuals, families, businesses, nonprofits, and institutions nationwide. Founded as part of CliftonLarsonAllen’s broad financial and professional advisory platform, CLA Wealth Advisors employs a large professional staff—CLA overall has nearly 9,000 employees, while the dedicated wealth team is smaller (direct employee count for the wealth advisory unit is not separately published). The firm is nationally recognized, including being ranked 49th on Barron’s 2025 Top 100 RIA Firms List, and leverages multi-disciplinary expertise to provide comprehensive financial planning, investment management, tax strategy, and business succession planning.
Investment Strategy
CLA Wealth Advisors takes a comprehensive, client-centered approach to investing, integrating investment management with personal financial planning, estate and tax advisory, and succession planning. Their investment philosophy focuses on long-term growth and capital preservation, offering tailored portfolio solutions for individuals, families, business owners, and institutional clients. The firm combines traditional investment vehicles (mutual funds, ETFs, stocks, bonds) with tax optimization strategies, insurance solutions, and alternative investments as needed. CLA emphasizes coordinated advice, year-round planning, and integrated risk management across business and personal finances.
Latest 13F Filing Activity
Cliftonlarsonallen Wealth Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 198 equity positions with a total 13F market value of $6B. The fund increased holdings in Vanguard Index FDS, Invesco Exchange Traded FD T, SPDR Series Trust among other positions. Cliftonlarsonallen Wealth Advisors, LLC reduced exposure to Ishares TR, Schwab Strategic TR, Ishares TR among others.
Top Holdings
Equity Positions (198)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 19.52% | $1.24B | 2,019,365 | $539.47 | $612.38 | +$108.8M |
S SPHQ | INVESCO EXCHANGE TRADED FD T | 9.73% | $616.7M | 8,413,908 | $57.23 | $73.29 | +$43.5M |
V VEA | VANGUARD TAX-MANAGED FDS | 7.31% | $463.0M | 7,726,166 | $45.21 | $59.92 | +$31.0M |
S SPAB | SPDR SERIES TRUST | 5.78% | $366.2M | 14,165,317 | $25.45 | $25.85 | +$42.7M |
V VTEB | VANGUARD MUN BD FDS | 4.24% | $268.7M | 5,366,870 | $49.89 | $50.07 | +$21.3M |
Industry Allocation
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