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CliftonLarsonAllen Wealth Advisors
CliftonLarsonAllen Wealth Advisors was established in 2012 within CliftonLarsonAllen LLP. The parent firm formed from the combination of earlier practices...
CliftonLarsonAllen Wealth Advisors
CliftonLarsonAllen Wealth Advisors was established in 2012 within CliftonLarsonAllen LLP. The parent firm formed from the combination of earlier practices including Clifton Gunderson and LarsonAllen. Clayton Bland serves as Chief Wealth Advisory Officer. Wealth origin ties directly to the accounting and professional services operations of the parent. The firm offers clients access to private equity, real estate, distressed debt, and infrastructure investments. It maintains a direct deal program that includes custom vehicles alongside public market holdings such as VOO and SPHQ. Geographic focus remains North America. Investment stages include seed through late stage. The CLA Foundation, established in 2015, handles philanthropic grants totaling $2 million in recent distributions to education and workforce programs. The firm signed a 16-year lease for expanded Minneapolis space in 2024. No verifiable operational events specific to the wealth advisors unit occurred in the last 24 months.
General information
Firm type
Multi Family Office
Year founded
2012
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Minneapolis
Corporate office
Minneapolis, MN, United States
Principals
Clayton Bland
Chief Wealth Advisory Officer
Tony Hallada
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at CliftonLarsonAllen Wealth Advisors?
Clayton Bland serves as Chief Wealth Advisory Officer. Tony Hallada acts as Principal with focus on real estate strategy. Decisions integrate input from the parent firm's multidisciplinary advisors.
How does CliftonLarsonAllen Wealth Advisors source proprietary deal flow?
The firm leverages the parent accounting practice for client relationships and internal referrals. It also accesses opportunities through broker-dealer partner ValMark Securities and investment platform Dimensional Fund Advisors.
Does CliftonLarsonAllen Wealth Advisors participate in fund commitments or only direct deals?
The firm provides access to both fund commitments and direct co-investments. Custom real estate vehicles and private equity offerings form part of the direct deal program.
What investment stages does CliftonLarsonAllen Wealth Advisors typically target?
Confirmed stages include angel, seed, early stage, and late stage. The firm also allocates to private credit and real estate across multiple holding periods.
Where does the underlying wealth come from?
Wealth originates from the accounting and professional services practices of parent CliftonLarsonAllen LLP. The multi-family office serves clients generated through those core operations.
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