CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CRD #38357 SEC #801-57242 MINNEAPOLIS, MN 612-376-4777
SEC Registered Broker-Dealer
Total AUM
$13.3B
Discretionary
$7.9B
Employees
151
Clients
--
Accounts
22,382
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $13.3B | $7.9B | $5.4B | 151 | 604 |
| Mar 2025 | $12.3B | $7.3B | $5B | 148 | 583 |
| Mar 2024 | $8B | $6B | $2B | 153 | 747 |
| Mar 2023 | $6.8B | $5B | $1.8B | 154 | 676 |
| Feb 2023 | $6.9B | $5.6B | $1.4B | 145 | 616 |
| Dec 2022 | $6.9B | $5.6B | $1.4B | 145 | 616 |
| Nov 2022 | $6.9B | $5.6B | $1.4B | 145 | 616 |
| Oct 2022 | $6.9B | $5.6B | $1.4B | 145 | 616 |
| Mar 2022 | $6.9B | $5.6B | $1.4B | 145 | 616 |
| Aug 2021 | $5.4B | $4.3B | $1.1B | 113 | 879 |
| Mar 2021 | $5.4B | $4.3B | $1.1B | 113 | 879 |
| Jun 2020 | $4.9B | $3.8B | $1.1B | 113 | 873 |
| Mar 2020 | $4.9B | $3.8B | $1.1B | 113 | 873 |
| Dec 2019 | $3.6B | $2.7B | $939M | 104 | 647 |
| Aug 2019 | $3.6B | $2.7B | $939M | 104 | 647 |
| Jul 2019 | $3.6B | $2.7B | $939M | 104 | 647 |
| Apr 2019 | $3.6B | $2.7B | $939M | 104 | 647 |
| Mar 2019 | $3.6B | $2.7B | $939M | 104 | 647 |
| Nov 2018 | $3.4B | $2.9B | $544.1M | 104 | 506 |
| Jul 2018 | $3.4B | $2.9B | $544.1M | 104 | 506 |
| Mar 2018 | $3.4B | $2.9B | $544.1M | 104 | 506 |
| Jul 2017 | $2.9B | $2.5B | $425.7M | 96 | 3,500 |
| Jun 2017 | $2.9B | $2.5B | $425.7M | 96 | 3,500 |
| Jun 2017 | $2.9B | $2.5B | $425.7M | 96 | 3,500 |
| May 2017 | $2.9B | $2.5B | $425.7M | 96 | 3,500 |
| Mar 2017 | $2.9B | $2.5B | $425.7M | 96 | 3,500 |
| Nov 2016 | $2.4B | $2.1B | $338.2M | 73 | 3,300 |
| Jun 2016 | $2.4B | $2.1B | $338.2M | 73 | 3,300 |
| Mar 2016 | $2.4B | $2.1B | $338.2M | 73 | 3,300 |
| Jan 2016 | $2.3B | $2B | $270M | 71 | 3,000 |
| Jun 2015 | $2.3B | $2B | $270M | 71 | 3,000 |
| Mar 2015 | $2.3B | $2B | $270M | 71 | 3,000 |
| Jun 2014 | $2B | $1.8B | $187.2M | 59 | 2,900 |
| Mar 2014 | $2B | $1.8B | $187.2M | 59 | 2,900 |
| Feb 2014 | $2B | $1.8B | $187.2M | 59 | 2,800 |
| Mar 2013 | $2.9B | $1.8B | $1.1B | 69 | 2,800 |
| Aug 2012 | $2.4B | $1.8B | $613.4M | 11 | 2,500 |
| Jul 2012 | $2.4B | $1.8B | $613.4M | 11 | 2,500 |
| Apr 2012 | $2.4B | $1.8B | $613.4M | 11 | 2,500 |
| Mar 2012 | $2.4B | $1.8B | $613.4M | 11 | 2,500 |
| Feb 2012 | $1.5B | $913.5M | $614M | 11 | 1,500 |
| Feb 2012 | $1.5B | $913.5M | $614M | 11 | 1,500 |
| Jan 2012 | $1.5B | $913.5M | $614M | 11 | 1,500 |
| Jan 2012 | $1.4B | $833.7M | $518.8M | 11 | 1,500 |
| Aug 2011 | $1.4B | $833.7M | $518.8M | -- | -- |
| Jun 2011 | $1.4B | $833.7M | $518.8M | -- | -- |
| Jan 2011 | $1.4B | $833.7M | $518.8M | -- | -- |
| Jan 2011 | $1.3B | $725.8M | $610.1M | -- | -- |
| Nov 2010 | $1.3B | $725.8M | $610.1M | -- | -- |
| Mar 2010 | $1.3B | $725.8M | $610.1M | -- | -- |
| Jan 2010 | $1.3B | $725.8M | $610.1M | -- | -- |
| Jan 2008 | $1.2B | $648.5M | $596.1M | -- | -- |
| Feb 2007 | $1B | $498.7M | $502.6M | -- | -- |
| Jan 2007 | $1B | $498.7M | $502.6M | -- | -- |
| Jan 2007 | $1B | $498.7M | $502.6M | -- | -- |
| Jan 2006 | $836.2M | $373.7M | $462.5M | -- | -- |
| May 2005 | $534.6M | $219.8M | $314.8M | -- | -- |
| Feb 2005 | $534.6M | $219.8M | $314.8M | -- | -- |
| Mar 2004 | $472.3M | $95.8M | $376.6M | -- | -- |
DateSep 2025
Total AUM$13.3B
Discretionary$7.9B
Non-Disc.$5.4B
Employees151
Clients604
DateMar 2025
Total AUM$12.3B
Discretionary$7.3B
Non-Disc.$5B
Employees148
Clients583
DateMar 2024
Total AUM$8B
Discretionary$6B
Non-Disc.$2B
Employees153
Clients747
DateMar 2023
Total AUM$6.8B
Discretionary$5B
Non-Disc.$1.8B
Employees154
Clients676
DateFeb 2023
Total AUM$6.9B
Discretionary$5.6B
Non-Disc.$1.4B
Employees145
Clients616
DateDec 2022
Total AUM$6.9B
Discretionary$5.6B
Non-Disc.$1.4B
Employees145
Clients616
DateNov 2022
Total AUM$6.9B
Discretionary$5.6B
Non-Disc.$1.4B
Employees145
Clients616
DateOct 2022
Total AUM$6.9B
Discretionary$5.6B
Non-Disc.$1.4B
Employees145
Clients616
DateMar 2022
Total AUM$6.9B
Discretionary$5.6B
Non-Disc.$1.4B
Employees145
Clients616
DateAug 2021
Total AUM$5.4B
Discretionary$4.3B
Non-Disc.$1.1B
Employees113
Clients879
DateMar 2021
Total AUM$5.4B
Discretionary$4.3B
Non-Disc.$1.1B
Employees113
Clients879
DateJun 2020
Total AUM$4.9B
Discretionary$3.8B
Non-Disc.$1.1B
Employees113
Clients873
DateMar 2020
Total AUM$4.9B
Discretionary$3.8B
Non-Disc.$1.1B
Employees113
Clients873
DateDec 2019
Total AUM$3.6B
Discretionary$2.7B
Non-Disc.$939M
Employees104
Clients647
DateAug 2019
Total AUM$3.6B
Discretionary$2.7B
Non-Disc.$939M
Employees104
Clients647
DateJul 2019
Total AUM$3.6B
Discretionary$2.7B
Non-Disc.$939M
Employees104
Clients647
DateApr 2019
Total AUM$3.6B
Discretionary$2.7B
Non-Disc.$939M
Employees104
Clients647
DateMar 2019
Total AUM$3.6B
Discretionary$2.7B
Non-Disc.$939M
Employees104
Clients647
DateNov 2018
Total AUM$3.4B
Discretionary$2.9B
Non-Disc.$544.1M
Employees104
Clients506
DateJul 2018
Total AUM$3.4B
Discretionary$2.9B
Non-Disc.$544.1M
Employees104
Clients506
DateMar 2018
Total AUM$3.4B
Discretionary$2.9B
Non-Disc.$544.1M
Employees104
Clients506
DateJul 2017
Total AUM$2.9B
Discretionary$2.5B
Non-Disc.$425.7M
Employees96
Clients3,500
DateJun 2017
Total AUM$2.9B
Discretionary$2.5B
Non-Disc.$425.7M
Employees96
Clients3,500
DateJun 2017
Total AUM$2.9B
Discretionary$2.5B
Non-Disc.$425.7M
Employees96
Clients3,500
DateMay 2017
Total AUM$2.9B
Discretionary$2.5B
Non-Disc.$425.7M
Employees96
Clients3,500
DateMar 2017
Total AUM$2.9B
Discretionary$2.5B
Non-Disc.$425.7M
Employees96
Clients3,500
DateNov 2016
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$338.2M
Employees73
Clients3,300
DateJun 2016
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$338.2M
Employees73
Clients3,300
DateMar 2016
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$338.2M
Employees73
Clients3,300
DateJan 2016
Total AUM$2.3B
Discretionary$2B
Non-Disc.$270M
Employees71
Clients3,000
DateJun 2015
Total AUM$2.3B
Discretionary$2B
Non-Disc.$270M
Employees71
Clients3,000
DateMar 2015
Total AUM$2.3B
Discretionary$2B
Non-Disc.$270M
Employees71
Clients3,000
DateJun 2014
Total AUM$2B
Discretionary$1.8B
Non-Disc.$187.2M
Employees59
Clients2,900
DateMar 2014
Total AUM$2B
Discretionary$1.8B
Non-Disc.$187.2M
Employees59
Clients2,900
DateFeb 2014
Total AUM$2B
Discretionary$1.8B
Non-Disc.$187.2M
Employees59
Clients2,800
DateMar 2013
Total AUM$2.9B
Discretionary$1.8B
Non-Disc.$1.1B
Employees69
Clients2,800
DateAug 2012
Total AUM$2.4B
Discretionary$1.8B
Non-Disc.$613.4M
Employees11
Clients2,500
DateJul 2012
Total AUM$2.4B
Discretionary$1.8B
Non-Disc.$613.4M
Employees11
Clients2,500
DateApr 2012
Total AUM$2.4B
Discretionary$1.8B
Non-Disc.$613.4M
Employees11
Clients2,500
DateMar 2012
Total AUM$2.4B
Discretionary$1.8B
Non-Disc.$613.4M
Employees11
Clients2,500
DateFeb 2012
Total AUM$1.5B
Discretionary$913.5M
Non-Disc.$614M
Employees11
Clients1,500
DateFeb 2012
Total AUM$1.5B
Discretionary$913.5M
Non-Disc.$614M
Employees11
Clients1,500
DateJan 2012
Total AUM$1.5B
Discretionary$913.5M
Non-Disc.$614M
Employees11
Clients1,500
DateJan 2012
Total AUM$1.4B
Discretionary$833.7M
Non-Disc.$518.8M
Employees11
Clients1,500
DateAug 2011
Total AUM$1.4B
Discretionary$833.7M
Non-Disc.$518.8M
Employees--
Clients--
DateJun 2011
Total AUM$1.4B
Discretionary$833.7M
Non-Disc.$518.8M
Employees--
Clients--
DateJan 2011
Total AUM$1.4B
Discretionary$833.7M
Non-Disc.$518.8M
Employees--
Clients--
DateJan 2011
Total AUM$1.3B
Discretionary$725.8M
Non-Disc.$610.1M
Employees--
Clients--
DateNov 2010
Total AUM$1.3B
Discretionary$725.8M
Non-Disc.$610.1M
Employees--
Clients--
DateMar 2010
Total AUM$1.3B
Discretionary$725.8M
Non-Disc.$610.1M
Employees--
Clients--
DateJan 2010
Total AUM$1.3B
Discretionary$725.8M
Non-Disc.$610.1M
Employees--
Clients--
DateJan 2008
Total AUM$1.2B
Discretionary$648.5M
Non-Disc.$596.1M
Employees--
Clients--
DateFeb 2007
Total AUM$1B
Discretionary$498.7M
Non-Disc.$502.6M
Employees--
Clients--
DateJan 2007
Total AUM$1B
Discretionary$498.7M
Non-Disc.$502.6M
Employees--
Clients--
DateJan 2007
Total AUM$1B
Discretionary$498.7M
Non-Disc.$502.6M
Employees--
Clients--
DateJan 2006
Total AUM$836.2M
Discretionary$373.7M
Non-Disc.$462.5M
Employees--
Clients--
DateMay 2005
Total AUM$534.6M
Discretionary$219.8M
Non-Disc.$314.8M
Employees--
Clients--
DateFeb 2005
Total AUM$534.6M
Discretionary$219.8M
Non-Disc.$314.8M
Employees--
Clients--
DateMar 2004
Total AUM$472.3M
Discretionary$95.8M
Non-Disc.$376.6M
Employees--
Clients--