CliftonLarsonAllen Wealth Advisors Overview

General Information

CliftonLarsonAllen Wealth Advisors is a multi-family office headquartered in Minneapolis, United States. Founded in 2000, the firm traces its wealth origin to the accounting and professional services practices of its parent, CliftonLarsonAllen LLP, which emerged from the mid-century firms Clifton Gunderson and LarsonAllen. The office advises affluent families on investment management, tax planning, and estate strategies while leveraging the multidisciplinary expertise of more than ninety licensed advisors across the country.