Recognition reflects the firm’s continued growth and integrated approach to helping clients navigate increasingly complex financial decisions
As individuals, families, business owners, and organizations navigate increasingly complex financial decisions, CLA Wealth Advisors continues to grow as a trusted source for integrated guidance. The firm ranked No. 45 on Financial Advisor magazine’s 2026 RIA Ranking, moving up four spots from 2025 among the nation’s largest registered investment advisory firms with more than $1 billion in assets under management.
Sponsored by SEI and Wealth.com, Financial Advisor magazine’s annual RIA ranking evaluates independent advisory firms nationwide based on year-end assets under management, as well as asset and client growth. CLA Wealth Advisors’ placement among the top firms in the $1 billion-and-over category reflects its continued growth and commitment to delivering personalized, integrated financial guidance to clients across the country.
“Clients are facing more decisions, more complexity, and more opportunity than ever before,” said Clayton Bland, chief wealth advisory officer at CLA. “This recognition reflects the confidence they place in our team to help connect every part of their financial lives, from planning and investments to tax strategy and risk mitigation. Our continued growth is meaningful because it represents the strength of those relationships and our commitment to helping clients move forward with greater clarity, purpose, and confidence.”
As of year-end 2025, CLA Wealth Advisors managed approximately $14.43 billion in assets, a 17.03% increase in assets over the prior year, according to the ranking. This year-over-year growth of AUM was almost entirely organic growth resulting from the significant increase of new clients engaging CLA Wealth Advisory.
“CLA continues to be the premier choice for high-net-worth families and business owners,” Bland said. “CLA has primarily grown AUM via new clients versus the industry trend of acquisitions. We are very proud of the impact we deliver for clients on how the marketplace is validating the impact of our fully integrated tax and estate experience along with a leading investment advisory platform.”
CLA Wealth Advisors serves thousands of clients nationwide, including privately held business owners, corporate executives, professionals, and nonprofits. The firm’s multidisciplinary teams integrate financial planning, investment management, tax strategy, and risk mitigation to deliver comprehensive wealth solutions.
Financial Advisor magazine’s annual ranking aims to spotlight firms setting the standard for excellence in the wealth management industry. CLA's continued recognition underscores its leadership in delivering value-driven, client-centric advisory services.
For more information about CLA Wealth Advisors and its services, visit www.claconnect.com.
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 nearly 9,000 people, more than 120 U.S. locations, and a global vision, we promise to know you and help you. CLA (CliftonLarsonAllen LLP) is an independent network member of CLA Global. See CLAglobal.com/disclaimer. Securities and investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor, member FINRA/SIPC.