CLA lands the 45th spot on the prestigious Barron’s Top 100 RIA Firms list, which recognizes the top independent advisors of 2024.
CLA Wealth Advisors (CliftonLarsonAllen Wealth Advisors LLC), continued its upward climb in the annual Barron’s list of Top 100 RIA Firms. Part of CLA (CliftonLarsonAllen LLP), one of the country’s leading professional services firms, CLA Wealth Advisors ranked 45th, rising five places since last year’s list and marking the seventh year the firm has been recognized by the prestigious publication. Barron’s serves as a leading source of financial news, in-depth stock analysis, and expert market commentary.
CLA Wealth Advisors, an SEC registered investment advisor, was also ranked sixth in the 2024 Top Firms by Assets Under Management (AUM) Wealth Magnets list by Accounting Today*.
The Barron’s list features the top registered independent advisory (RIA) firms in the United States, ranking them based on a variety of factors, including:
- Assets managed
- Regulatory record
- Staffing levels and diversity
- Succession planning
- Technology spending
“CLA Wealth Advisors is proud to be recognized by Barron’s as a top RIA once again,” said Clayton Bland, Chief Wealth Advisory Officer for CLA. “Our local advisors across the nation are passionate about helping clients meet their financial goals. We’re honored to receive this recognition and to continue serving our clients a comprehensive, personalized approach to wealth planning strategies and other financial services.”
CLA Wealth Advisors works with more than 6,800 privately held business owners, senior corporate executives, professionals, families, and institutions. The firm’s diverse teams, with multidisciplinary experience across financial planning, investments, taxes, and risk management, offer tailored advice to help clients seamlessly navigate the complexities of wealth management and achieve their financial goals.
CLA Wealth Advisors, with $13.55 billion in AUM as of the end of September 2024, ranked sixth on the Accounting Today prestigious list of “wealth magnets.” The Accounting Today annual report, now in its 18th year, ranks the top CPA financial advisors by AUM.
For more information about CLA Wealth Advisors, visit https://www.claconnect.com/en/services/wealth-advisory
*NOTE: Accounting Today’s AUM rankings are related to CLA (CliftonLarsonAllen LLP) and not related to the Barron’s LLC rankings.
Barron’s awarded the 2024 #45 Top RIA Firms ranking to CliftonLarsonAllen Wealth Advisors, LLC, based on data compiled for CliftonLarsonAllen Wealth Advisors. Barron’s publishes this list based upon a number of criteria and the firms’ filings with the SEC were used to cross-check the data provided to Barron’s. The listing includes the firms’ numbers of clients, advisors, offices, and state locations.
Accounting Today’s “The Top Firms by AUM” 2024 ranking was assembled using data from Audit Analytics. Submissions were received from more than 200 firms. In most cases, firm names are those of the financial planning/advisory subsidiary, not the CPA firm. Firms were ranked by their total assets under management (AUM). The AUM figures were for a variety of dates, but none earlier than year-end 2023. CliftonLarsonAllen Wealth Advisors did not pay a fee to participate in this ranking.
These publications and their research firms independently set their ranking criteria, and CLA Wealth Advisors has no influence on the criteria. Rankings and/or recognition by unaffiliated rating services and/or publications are not indicative of a firm’s future performance nor do they evaluate the quality of services provided to clients or guarantee that he/she will experience a certain level of results if CLA Wealth Advisors is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of CLA Wealth Advisors by any of its clients.
About CLA
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 locations, and a global vision, we promise to know you and help you. CLA (CliftonLarsonAllen LLP) is an independent network member of CLA Global. See CLAglobal.com/disclaimer. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.