DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Cliftonlarsonallen Wealth Advisors, LLC
Latest filing Mar 31, 2026
First filing on the tape Jan 18, 2012 · 46 filings
SEC status approved since Feb 23, 2000
RAUM
$14B
reported, Item 5.F
Discretionary
60%
of RAUM
Private clients
79%
$11B individuals and HNW
Advisors
99
registered through the firm on IAPD
RAUM per advisor
$146M
derived; firm RAUM over IAPD count
Employees
158
81 advisory (5.B.1)
Offices
39
beyond the principal office
Private funds
0
reported on Schedule D
History
46 filings and snapshots on the tape
RAUM$14B as of Mar 31, 2026
Jan 27, 2012$1.5B then
HNW client RAUM$10B as of Mar 31, 2026
Mar 29, 2018$2.3B then
State-registered IARs (5.B.3)94 as of Mar 31, 2026
Mar 28, 201350 then
Employees (5.A)158 as of Mar 31, 2026
Mar 28, 201369 then
Private funds: no history
RAUM +17% over the last fiscal year+29% a year over threeIARs 100 to 94offices 37 to 39
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $147MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 67derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.3MderivedHNW RAUM over HNW clients
- Average account
- $622,670derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 60%derivedof RAUM
- Institutional
- 15%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.6derivedItem 5.A over advisors
- Advisors per office
- 2.5derived40 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- -6.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.3%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Financial planning clients
- 5,000reportedItem 5.H
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is a broker-dealer (6.A.1)
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$10B70%
- Pension and profit-sharing plans$1.9B13%
- Individuals$1.2B8.4%
- Corporations and businesses$911M6.3%
- Charitable organizations$247M1.7%
- Individual clients
- 4,202reported
- HNW clients
- 2,348reported
- Pension plan clients
- 159reported
- Charitable clients
- 307reported
- Accounts
- 23,169reported
- Financial planning clients
- 5,000reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.79 fund_share=0.0 institutional_share=0.15 related_bd=true related_bank=false bd_reps=75.0derived
Advisors registered through the firm
99 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Arnita Cheryl Hallman | Minneapolis, Mn | Jun 14, 2011 | 19 y | 1 |
| Christine Lee Bulfer | Peoria, Il | Feb 27, 2012 | 24 y | 1 |
| Andrew Jay HengstCertified Financial Planner | Minneapolis, Mn | Feb 27, 2012 | 21 y | 5 |
| Christopher King MossChartered Financial Analyst | Appleton, Wi | Feb 27, 2012 | 27 y | 4 |
| Timothy T Luchsinger | Middleton, Wi | Feb 27, 2012 | 18 y | 1 |
| Sarah Elizabeth Jensen | Minneapolis, Mn | Feb 27, 2012 | 18 y | 1 |
| Richard Mark Trittschuh | Minneapolis, Mn | Feb 27, 2012 | 25 y | 2 |
| Brian Matthew D'OrazioCertified Financial Planner, Chartered Financial Analyst | Minneapolis, Mn | Feb 27, 2012 | 21 y | 1 |
| Steven Douglas JonesCertified Financial Planner, Chartered Financial Analyst | Minneapolis, Mn | Sep 4, 2013 | 34 y | 2 |
| Antony Reed Hallada | Minneapolis, Mn | Jan 21, 2014 | 36 y | 0 |
| Derek Jon HicksCertified Financial Planner, Personal Financial Specialist | Minneapolis, Mn | Jan 21, 2014 | 19 y | 0 |
| Peter James HolupchinskiCertified Financial Planner, Chartered Financial Analyst | Minneapolis, Mn | Jan 21, 2014 | 13 y | 0 |
| Casey Glenning AndersonCertified Financial Planner | Minneapolis, Mn | Jan 21, 2014 | 20 y | 0 |
| Andrew Peter DomeyerCertified Financial Planner | Minneapolis, Mn | Jan 24, 2014 | 18 y | 0 |
| Catherine Mary KaneCertified Financial Planner, Personal Financial Specialist | Minneapolis, Mn | Feb 27, 2015 | 26 y | 1 |
| David Michael SchianCertified Financial Planner | Eau Claire, Wi | Dec 14, 2015 | 11 y | 0 |
| Craig James RuffoloCertified Financial Planner | Peoria, Il | Mar 9, 2016 | 26 y | 3 |
| Robert Dean BoscoCertified Financial Planner | Minneapolis, Mn | Mar 30, 2016 | 16 y | 1 |
| Brian Matthew MckibbanCertified Financial Planner | Des Moines, Ia | May 11, 2016 | 19 y | 1 |
| Sherry Lee Salamone | Minneapolis, Mn | Jul 12, 2016 | 19 y | 3 |
| Jennifer Marie FaustCertified Financial Planner | Minneapolis, Mn | Jul 14, 2016 | 12 y | 0 |
| Michael Joseph PohlCertified Financial Planner | Minneapolis, Mn | Oct 17, 2016 | 10 y | 0 |
| Brian Douglas KleistCertified Financial Planner | Wauwatosa, Wi | Mar 3, 2017 | 20 y | 3 |
| Adam Jonathan BourkCertified Financial Planner | Minneapolis, Mn | Mar 20, 2017 | 25 y | 2 |
| Jeremiah James Lurken | Minneapolis, Mn | Nov 20, 2017 | 16 y | 1 |
| Abby Elizabeth Butz | Minneapolis, Mn | Mar 2, 2018 | 10 y | 0 |
| Karen K Wegner | Minneapolis, Mn | Apr 22, 2018 | 10 y | 1 |
| Melissa NunezCertified Financial Planner | Minneapolis, Mn | Apr 26, 2018 | 14 y | 2 |
| Timothy Henry BolinskiCertified Financial Planner | King Of Prussia, Pa | May 29, 2018 | 11 y | 1 |
| Rebecca Bostwick | King Of Prussia, Pa | Jul 18, 2018 | 12 y | 0 |
| Joan Marie Carroll | Minneapolis, Mn | Jul 18, 2018 | 23 y | 0 |
| Tyler LochCertified Financial Planner | Minneapolis, Mn | Aug 30, 2018 | 11 y | 0 |
| Julian Ross EinfrankCertified Financial Planner | Minneapolis, Mn | Sep 19, 2018 | 15 y | 1 |
| Nathan Leonard WoessnerCertified Financial Planner | Minneapolis, Mn | Oct 8, 2018 | 15 y | 0 |
| Nicole Lynn GronholzCertified Financial Planner | Wauwatosa, Wi | Oct 31, 2018 | 10 y | 0 |
| Jeffrey Paul Sellner | Minneapolis, Mn | Dec 21, 2018 | 28 y | 0 |
| Kaitlyn Alyssa Friant | Minneapolis, Mn | Feb 6, 2019 | 10 y | 0 |
| Curtis Roger WilliamsCertified Financial Planner, Chartered Financial Analyst | Addison, Tx | May 13, 2019 | 26 y | 0 |
| Andrew Jeffrey OstlundCertified Financial Planner | Brainerd, Mn | Nov 14, 2019 | 24 y | 3 |
| Adrianne Marie Regrutto | Minneapolis, Mn | Dec 16, 2019 | 25 y | 0 |
Advisor movement
8 left, 13 joined in 12 months
net +5 in 12 months1 left in 90 days4 joined in 90 daysdeparture rate 8.1% of current headcount23 left over 36 months
Left, latest
- Alexander Brady Perry to Pnc Wealth ManagementAug 10, 2026 · Affiliated broker-dealer or bank to another
- Justin Scott Fowler to Mbm Wealth Consultants, LLCApr 27, 2026 · Affiliated broker-dealer or bank to independent RIA
- Catherine Howard Craig to Vanguard Advisers, Inc.Mar 26, 2026 · Affiliated broker-dealer or bank to another
- Michael J Mcgraw to Thrivent Asset Management, LLCMar 9, 2026 · Other
- Jonathan Meinholz to Ameriprise Financial Services, LLCDec 31, 2025 · Affiliated broker-dealer or bank to another
- Joseph Thomas Niehoff to MML Investors Services, LLCDec 22, 2025 · Affiliated broker-dealer or bank to another
- Brady Palzkill to Hightower Advisors, LLCDec 19, 2025 · Affiliated broker-dealer or bank to another
- Brian David Ream to Sax Wealth Advisors, LLCNov 7, 2025 · Affiliated broker-dealer or bank to independent RIA
- Jamie Renee Hampton to Raymond James Financial Services Advisors, IncJul 29, 2025 · Affiliated broker-dealer or bank to another
- Eric James Leonhardt to Raymond James Financial Services Advisors, IncJul 29, 2025 · Affiliated broker-dealer or bank to another
- Nathan Nicolaisen to Redspire Wealth Management, LLCJun 18, 2025 · Affiliated broker-dealer or bank to a state-registered adviser
- Maggie Webster Piccirillo to OnedigitalMay 5, 2025 · Other
- Eric John Lueptow to Edward JonesMar 25, 2025 · Affiliated broker-dealer or bank to another
- James Vincent Mari to Cetera Investment Advisers LLCFeb 5, 2025 · Affiliated broker-dealer or bank to another
- Joseph Reina to J.P. Morgan Securities LLCNov 15, 2024 · Affiliated broker-dealer or bank to wirehouse
Joined, latest
- Cedric Mcclain from UBS Financial Services Inc.Aug 18, 2026 · Wirehouse to affiliated broker-dealer or bank
- Nathan Daniel Bodart from Creative PlanningAug 13, 2026 · RIA to affiliated broker-dealer or bank
- Peter J Sellwood from Charles Schwab & Co., Inc.Jul 29, 2026 · Affiliated broker-dealer or bank to another
- Jesse Martin Bryan from Advice And Planning ServicesJul 22, 2026 · Affiliated broker-dealer or bank to another
- Nicholas Kavelaris from Strategic Advisers LLCJun 8, 2026 · Affiliated broker-dealer or bank to another
- Ryan A Maglio from Invesco Advisers, Inc.May 21, 2026 · Other
- Edward Robert Stober from Nepsis, Inc.May 13, 2026 · RIA to affiliated broker-dealer or bank
- Christine Renee Ross from Wells Fargo AdvisorsMay 12, 2026 · Wirehouse to affiliated broker-dealer or bank
- Kevin Joseph Welu from Integrity Alliance, LLCApr 1, 2026 · Affiliated broker-dealer or bank to another
- Jolene R Potts from OnedigitalMar 25, 2026 · Other
- Catherine Howard Craig from Raymond James Financial Services Advisors, IncJan 27, 2026 · Affiliated broker-dealer or bank to another
- Zachary Moore from Raymond James & Associates, Inc.Dec 5, 2025 · Affiliated broker-dealer or bank to another
- Joseph William Hibert from J.P. Morgan Securities LLCOct 21, 2025 · Wirehouse to affiliated broker-dealer or bank
- Alexander Brady Perry from Alpha Capital Family Office, LLCMay 14, 2025 · RIA to affiliated broker-dealer or bank
- Andrew Richardson from J.P. Morgan Securities LLCApr 2, 2025 · Wirehouse to affiliated broker-dealer or bank
Teams: two or more advisors moving together within fourteen days, from one state
- 5 joined from Schenck Investment Solutions LLCMar 6, 2019 · Appleton, Wi · Firm absorbed
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- William Clayton Bland · Chief Executive Officercontrolsince 01/2020 · owns less than 5%
- Brian Jacob Buffie · Chief Compliance Officercontrolsince 01/2016 · owns less than 5%
- Jaclyn Suzanne Van Horrick · Principal Financial Officercontrolsince 03/2020 · owns less than 5%
Entity owners
- Cliftonlarsonallen Llp · Sole Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Minneapolis, Mn · principal | 99 | 18 | 6 | ||
| Oak Brook, Il | 5 | 1 | 0 | ||
| Wauwatosa, Wi | 5 | 1 | 0 | ||
| Denver, Co | 4 | 2 | 0 | ||
| St Louis, Mo | 4 | 2 | 1 | ||
| Middleton, Wi | 4 | 0 | 0 | ||
| Peoria, Il | 3 | 1 | 0 | ||
| Irvine, Ca | 3 | 1 | 0 | ||
| Appleton, Wi | 3 | 0 | 0 | ||
| Orlando, Fl | 3 | 1 | 0 | ||
| Stevens Point, Wi | 3 | 0 | 0 | ||
| Addison, Tx | 2 | 0 | 0 | ||
| Bellevue, Wa | 2 | 0 | 0 | ||
| Carmel, Ca | 2 | 0 | 0 | ||
| Des Moines, Ia | 2 | 0 | 0 | ||
| Eau Claire, Wi | 2 | 0 | 0 | ||
| King Of Prussia, Pa | 2 | 0 | 0 | ||
| New Bedford, Ma | 2 | 0 | 0 | ||
| Quincy, Ma | 2 | 0 | 0 | ||
| Spokane, Wa | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Middleton, WI9 employees
- Appleton, WI7 employees
- Wauwatosa, WI7 employees
- Greenwood Village, CO7 employees
- Eau Claire, WI6 employees
- King Of Prussia, PA5 employees
- Oak Brook, IL4 employees
- Spokane, WA4 employees
- Stevens Point, WI4 employees
- Peoria, IL4 employees
- Tampa, FL3 employees
- Irvine, CA3 employees
- Bellevue, WA3 employees
- New Bedford, MA2 employees
- St. Louis, MO2 employees
- Phoenix, AZ2 employees
- Wenatchee, WA2 employees
- Orlando, FL2 employees
- Charlotte, NC2 employees
- Livingston, NJ2 employees
- Carmel, CA2 employees
- Los Angeles, CA2 employees
- Dallas, TX2 employees
- Quincy, MA1 employees
- Indianapolis, IN1 employees
What changed
consecutive filings, newest first
- Accounts · 22,382 to 23,169Sep 18, 2025 to Mar 31, 2026
- Advisory employees · 97 to 81Sep 18, 2025 to Mar 31, 2026
- BD registered reps · 81 to 75Sep 18, 2025 to Mar 31, 2026
- Charity clients · 107 to 307Sep 18, 2025 to Mar 31, 2026
- Corporate clients · 318 to 338Sep 18, 2025 to Mar 31, 2026
- HNW clients · 2,216 to 2,348Sep 18, 2025 to Mar 31, 2026
- Individual clients · 4,181 to 4,202Sep 18, 2025 to Mar 31, 2026
- Pension plan clients · 188 to 159Sep 18, 2025 to Mar 31, 2026
- Employees · 151 to 158Sep 18, 2025 to Mar 31, 2026
- Other offices · 40 to 39Sep 18, 2025 to Mar 31, 2026
- Discretionary RAUM · $7.9B to $8.7BSep 18, 2025 to Mar 31, 2026
- HNW RAUM · $9.2B to $10BSep 18, 2025 to Mar 31, 2026
- Individual RAUM · $1.2B to $1.2BSep 18, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $5.4B to $5.7BSep 18, 2025 to Mar 31, 2026
- Pension RAUM · $1.8B to $1.9BSep 18, 2025 to Mar 31, 2026
- RAUM · $13B to $14BSep 18, 2025 to Mar 31, 2026
- Accounts · 22,119 to 22,382Mar 31, 2025 to Sep 18, 2025
- Charity clients · 90 to 107Mar 31, 2025 to Sep 18, 2025
- Corporate clients · 268 to 318Mar 31, 2025 to Sep 18, 2025
- HNW clients · 2,081 to 2,216Mar 31, 2025 to Sep 18, 2025
- Individual clients · 4,142 to 4,181Mar 31, 2025 to Sep 18, 2025
- Pension plan clients · 147 to 188Mar 31, 2025 to Sep 18, 2025
- Employees · 148 to 151Mar 31, 2025 to Sep 18, 2025
- State-registered IARs · 100 to 94Mar 31, 2025 to Sep 18, 2025
- Other offices · 37 to 40Mar 31, 2025 to Sep 18, 2025
- Discretionary RAUM · $7.3B to $7.9BMar 31, 2025 to Sep 18, 2025
- HNW RAUM · $8.4B to $9.2BMar 31, 2025 to Sep 18, 2025
- Individual RAUM · $1.2B to $1.2BMar 31, 2025 to Sep 18, 2025
- Non-discretionary RAUM · $5.0B to $5.4BMar 31, 2025 to Sep 18, 2025
- Pension RAUM · $1.7B to $1.8BMar 31, 2025 to Sep 18, 2025
- RAUM · $12B to $13BMar 31, 2025 to Sep 18, 2025
- Accounts · 19,942 to 22,119Mar 29, 2024 to Mar 31, 2025
- Advisory employees · 95 to 97Mar 29, 2024 to Mar 31, 2025
- BD registered reps · 89 to 81Mar 29, 2024 to Mar 31, 2025
- Charity clients · 72 to 90Mar 29, 2024 to Mar 31, 2025
- Corporate clients · 208 to 268Mar 29, 2024 to Mar 31, 2025
- HNW clients · 1,733 to 2,081Mar 29, 2024 to Mar 31, 2025
- Individual clients · 4,132 to 4,142Mar 29, 2024 to Mar 31, 2025
- Pension plan clients · 145 to 147Mar 29, 2024 to Mar 31, 2025
- Employees · 153 to 148Mar 29, 2024 to Mar 31, 2025
Signals
47 dated events
- Triston Kane Richert no longer holds an investment adviser registration (last listed at Cliftonlarsonallen Wealth Advisors, Llc on the 2026-09-15 feed)Sep 15, 2026 · Advisor registration ended · derived
- Alexander Brady Perry left Cliftonlarsonallen Wealth Advisors, Llc for Pnc Wealth Management (registered 2026-08-19)Aug 10, 2026 · Advisor changed firm · fact
- Justin Scott Fowler left Cliftonlarsonallen Wealth Advisors, Llc for Mbm Wealth Consultants, Llc (registered 2026-05-01)Apr 27, 2026 · Advisor changed firm · fact
- Catherine Howard Craig left Cliftonlarsonallen Wealth Advisors, Llc for Vanguard Advisers, Inc. (registered 2026-08-18)Mar 26, 2026 · Advisor changed firm · fact
- Michael J Mcgraw left Cliftonlarsonallen Wealth Advisors, Llc for Thrivent Asset Management, Llc (registered 2026-05-06)Mar 9, 2026 · Advisor changed firm · fact
- Jonathan Meinholz left Cliftonlarsonallen Wealth Advisors, Llc for Ameriprise Financial Services, Llc (registered 2026-04-01)Dec 31, 2025 · Advisor changed firm · fact
- Joseph Thomas Niehoff left Cliftonlarsonallen Wealth Advisors, Llc for Mml Investors Services, Llc (registered 2026-01-29)Dec 22, 2025 · Advisor changed firm · fact
- Brady Palzkill left Cliftonlarsonallen Wealth Advisors, Llc for Hightower Advisors, Llc (registered 2026-01-09)Dec 19, 2025 · Advisor changed firm · fact
- Brian David Ream left Cliftonlarsonallen Wealth Advisors, Llc for Sax Wealth Advisors, Llc (registered 2026-03-11)Nov 7, 2025 · Advisor changed firm · fact
- Jamie Renee Hampton left Cliftonlarsonallen Wealth Advisors, Llc for Raymond James Financial Services Advisors, Inc (registered 2025-07-29)Jul 29, 2025 · Advisor changed firm · fact
- Eric James Leonhardt left Cliftonlarsonallen Wealth Advisors, Llc for Raymond James Financial Services Advisors, Inc (registered 2025-07-29)Jul 29, 2025 · Advisor changed firm · fact
- Nathan Nicolaisen left Cliftonlarsonallen Wealth Advisors, Llc for Redspire Wealth Management, Llc (registered 2025-08-28)Jun 18, 2025 · Advisor changed firm · fact
- Maggie Webster Piccirillo left Cliftonlarsonallen Wealth Advisors, Llc for Onedigital (registered 2025-05-12)May 5, 2025 · Advisor changed firm · fact
- Cliftonlarsonallen Wealth Advisors, Llc reported RAUM $12.3B, up 55% from $8.0B (2024-03-29 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Eric John Lueptow left Cliftonlarsonallen Wealth Advisors, Llc for Edward Jones (registered 2025-04-11)Mar 25, 2025 · Advisor changed firm · fact
- James Vincent Mari left Cliftonlarsonallen Wealth Advisors, Llc for Cetera Investment Advisers Llc (registered 2025-02-05)Feb 5, 2025 · Advisor changed firm · fact
- Joseph Reina left Cliftonlarsonallen Wealth Advisors, Llc for J.P. Morgan Securities Llc (registered 2024-12-09)Nov 15, 2024 · Advisor changed firm · fact
- Blake X. Lenk left Cliftonlarsonallen Wealth Advisors, Llc for J.P. Morgan Securities Llc (registered 2025-07-21)Aug 8, 2024 · Advisor changed firm · fact
- Charles Sebastian Claussen left Cliftonlarsonallen Wealth Advisors, Llc for Transcend Advisor Group, Llc (registered 2024-09-10)Aug 2, 2024 · Advisor changed firm · fact
- Henry Allen Wright left Cliftonlarsonallen Wealth Advisors, Llc for Obsidiant Partners Llc (registered 2024-10-07)Apr 30, 2024 · Advisor changed firm · fact
- Michen Sirleaf left Cliftonlarsonallen Wealth Advisors, Llc for Schwab Wealth Advisory, Inc. (registered 2024-06-12)Apr 3, 2024 · Advisor changed firm · fact
- James Crawford Logan left Cliftonlarsonallen Wealth Advisors, Llc for Voya Retirement Advisors, Llc (registered 2024-04-30)Mar 29, 2024 · Advisor changed firm · fact
- Andrew John Frye left Cliftonlarsonallen Wealth Advisors, Llc for Rbc Capital Markets, Llc (registered 2024-03-08)Jan 8, 2024 · Advisor changed firm · fact
- Casey Ready O'Donovan left Cliftonlarsonallen Wealth Advisors, Llc for Tci Wealth Advisors, Inc. (registered 2024-12-02)Dec 18, 2023 · Advisor changed firm · fact
- Jason Howard Skistad left Cliftonlarsonallen Wealth Advisors, Llc for Mariner (registered 2024-02-21)Oct 10, 2023 · Advisor changed firm · fact
- Austin Michael Preece left Cliftonlarsonallen Wealth Advisors, Llc for Wealth Planning Advisors Llc (registered 2023-08-30)Aug 25, 2023 · Advisor changed firm · fact
- Geremy Lee Zezini left Cliftonlarsonallen Wealth Advisors, Llc for Pruco Securities, Llc (registered 2023-11-28)Jul 10, 2023 · Advisor changed firm · fact
- Jordan Marie Elling left Cliftonlarsonallen Wealth Advisors, Llc for Marquette Wealth Management (registered 2023-05-10)Apr 3, 2023 · Advisor changed firm · fact
- Matthew Ryan Delaney left Cliftonlarsonallen Wealth Advisors, Llc for Boulay Wealth (registered 2023-06-06)Feb 20, 2023 · Advisor changed firm · fact
- Stephen Bien left Cliftonlarsonallen Wealth Advisors, Llc for Ameriprise Financial Services, Llc (registered 2026-05-11)Jan 5, 2023 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
- Cliftonlarsonallen Wealth Advisors, LLC · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Website
- CLACONNECT.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 612-376-4777reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Broker-dealer affiliated wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $146Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Cliftonlarsonallen Wealth Advisors, LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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