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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

MINNEAPOLIS, MN · CRD 38357 · IAPD ↗ · claconnect.com · 612-376-4777

$14.43BRegulatory AUM
81Advisory reps
158Employees
575Clients
More than 500Planning clients
0Private funds
52States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — CLIFTONLARSONALLEN WEALTH ADVISORS, LLC shrank from 97 to 81 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
December 2025 — CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added office(s): 37 -> 40 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — CLIFTONLARSONALLEN WEALTH ADVISORS, LLC reported RAUM up 55% ($7.98B -> $12.33B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.