CLA Wealth Advisors included in Barron’s Top 100 RIA 2021
Irvine, CA, September 28, 2021 (GLOBE NEWSWIRE) – Barron’s recently named CLA Wealth Advisors (CliftonLarsonAllen Wealth Advisors, LLC), an SEC-registered investment advisor, to its list of the Top 100 RIA Companies. CLA Wealth Advisors ranked 55e, marking the fourth year the company has been recognized by the publication, which provides in-depth investment and market information, analysis and commentary.
CLA Wealth Advisors was also ranked fifth in the 2021 list of best companies by Assets Under Management (AUM) Wealth Magnets by Accounting Today.
Barron’s List features the best independent consulting firms in the United States, ranking them based on a variety of factors, including:
- Assets under management
- Regulatory file
- Staffing levels and diversity
- Technology expenditure
- Succession planning
“CLA Wealth Advisors is honored to be recognized again this year,” said Clayton Bland, Director of Wealth Advice. “The past year has underscored the importance of goal-oriented 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 private business owners, senior business executives, professionals, families and institutions. Multidisciplinary teams with extensive experience in financial planning, investing, tax and risk management provide planning and advice to help clients achieve their professional and personal goals.
At the time of the Accounting Today survey, CLA Wealth Advisors held $ 9.04 billion in assets under management, placing it fifth on the prestigious list of “wealth magnets”. The Accounting Today annual report, now in its 15th year, ranks the best CPA financial advisors by AUM.
“As the economy and politics change, it’s more important than ever to integrate your tax and wealth planning,” said Bland. “CLA offers this integration to help prevent tax losses from eroding investment gains and to assert that your plan always aligns with your goals. “
For more information on CLA Wealth Advisors, visit claconnect.com/services/wealth-advisory.
Barron’s awarded the 2021 # 55 Top RIA Firms ranking to CliftonLarsonAllen Wealth Advisors, LLC based on data compiled for CliftonLarsonAllen Wealth Advisors. Barron’s publishes this list based on a number of criteria, and documents filed by companies with the SEC have been used to cross-check the data provided to Barron’s. The list includes the number of clients, advisors, offices and locations in the state.
Accounting today The 2021 ranking “The Top 150 Firms by AUM” was established using data from Audit Analytics. Submissions were received from nearly 200 companies. In most cases, the firm names are those of the financial planning / consulting affiliate, not the CPA firm. Companies have been classified according to their Total Assets Under Management (“AUM”). AUM figures were for a variety of dates, but none before the end of 2020. CliftonLarsonAllen Wealth Advisors did not pay a fee to participate in this ranking.
These publications and their research firms independently define 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 the future performance of a business, nor do they assess the quality of service provided to clients nor guarantee that it / it will achieve some 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 one of his clients.
CLA exists to create opportunities for our clients, employees and communities through industry-focused wealth advisory, outsourcing, auditing, tax and advisory services. With 7,400 people, over 120 locations in the United States, and a worldwide affiliation, we promise to know and help you. For more information, visit CLAconnect.com. Investment advisory services are offered by CliftonLarsonAllen Wealth Advisors, LLC, an investment adviser registered with the SEC.