CLA Wealth Advisors Named to Barron’s 2022 Top 100 RIA Firms List
CLA Wealth Advisors works with more than 6,000 privately held business owners, senior corporate executives, professionals, families, and institutions.
Irvine, Calif., Oct. 06, 2022 (GLOBE NEWSWIRE) -- Today, CLA (CliftonLarsonAllen LLP), the eighth largest accounting firm in the United States, announced 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 53rd, marking the fifth 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 four in the 2022 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
- Technology spending
- Succession planning
“CLA Wealth Advisors is a nationally recognized RIA with local advisors across the country focused on helping our clients achieve their financial goals,” said Clayton Bland, chief wealth advisory officer. “We’re honored to continue to be recognized by Barron’s and bring a seamless CLA experience to our clients, from wealth and beyond.”
CLA Wealth Advisors works with more than 6,000 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 $10.45 billion in AUM, placing it fourth on the prestigious list of “wealth magnets.” The Accounting Today annual report, now in its 16th year, ranks the top CPA financial advisors by AUM.
For more information about CLA Wealth Advisors, visit CLAconnect.com/services/wealth-advisory.
Barron’s awarded the 2022 #53 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 150 Firms by AUM” 2022 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 2021. 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 more than 7,500 people, 121 U.S. locations, and a global vision, we promise to know you and help you. For more information, visit CLAconnect.com. 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.
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Jackie Kruger CLA (CliftonLarsonAllen LLP) 612-376-4623 [email protected]