Accounting
CLA Wealth Advisors Ranked on Barron’s Top RIA List
CLA Wealth Advisors ranked number 55, marking the fourth year the firm has been recognized by the publication, which provides in-depth news, analysis, and commentary on investments and the markets.
Sep. 28, 2021
Barron’s recently named CLA Wealth Advisors (CliftonLarsonAllen Wealth Advisors, LLC), an SEC-registered investment advisor, to its Top 100 RIA Firms list. CLA Wealth Advisors ranked number 55, marking the fourth year the firm has been recognized by the publication, which provides in-depth news, analysis, and commentary on investments and the markets.
CLA Wealth Advisors was also ranked number five in the 2021 Top Firms by Assets Under Management (AUM) Wealth Magnets list by Accounting Today.
The Barron’s list features the top independent advisory firms in the United States, ranking them based on a variety of factors, including:
- Assets managed
- Regulatory record
- Staffing levels and diversity
- Technology spending
- Succession planning
“CLA Wealth Advisors is honored to be recognized again this year,” said Clayton Bland, chief wealth advisory officer. “The past year has underscored the importance of goals-based financial planning. Helping clients navigate financial market conditions in the context of their personal goals is both rewarding and effective.”
CLA Wealth Advisors works with thousands of privately held business owners, senior corporate executives, professionals, families, and institutions. Multidisciplinary teams with vast financial planning, investment, tax, and risk management experience offer planning and guidance to help clients reach their professional and personal goals.
At the time of the Accounting Today survey, CLA Wealth Advisors had $9.04 billion in AUM, placing it fifth on the prestigious list of “wealth magnets.” The Accounting Today annual report, now in its 15th year, ranks the top CPA financial advisors by AUM.
“As economy and policy shift, it’s more important than ever to integrate your tax and wealth planning,” said Bland. “CLA offers that integration to help prevent tax losses from eroding investment gains and affirm that your plan still aligns to your goals.”
For more information about CLA Wealth Advisors, visit claconnect.com/services/wealth-advisory.