CLA Wealth Advisors is recognized by Barron’s for the eighth consecutive year as one of the nation’s leading independent RIA firms, reflecting a sustained commitment to client-focused, integrated wealth management.
CLA Wealth Advisors (CliftonLarsonAllen Wealth Advisors LLC), a leading provider of integrated wealth advisory services, announced its inclusion in Barron's 2025 Top 100 Registered Investment Advisory (RIA) Firms list, ranking in the top 50 of the nation’s most respected independent advisory firms.
Part of CLA (CliftonLarsonAllen LLP), this marks CLA Wealth Advisors’ eighth consecutive year on Barron’s prestigious list, which evaluates firms based on a comprehensive set of criteria including assets under management (AUM), client retention, technology investment, succession planning, and regulatory record. CLA’s consistent presence on the list reflects its commitment to delivering personalized, forward-thinking financial strategies to individuals, families, and institutions across the country.
CLA Wealth Advisors, an SEC-registered investment advisor, also ranked fourth on Accounting Today’s 2025 Wealth Magnets list of Top Firms by Assets Under Management (AUM), moving up two spots from last year.*
“Being recognized by Barron’s once again is a reflection of the talented advisors and tax professionals at CLA,” said Clayton Bland, Chief Wealth Advisory Officer at CLA. “At CLA, we have a unique value proposition to help serve our clients: as a national leading tax firm, national leading investment advisory firm, and national leading financial planning firm to advise clients holistically. Our fully integrated approach is the key to our success, and we are so grateful to help clients with strategic tax planning, estate planning strategies, financial planning, and portfolio management. This ranking affirms our promise to our clients; we get to know them and help them. That has fostered deep relationships and a purpose-driven approach to how we serve clients.”
CLA Wealth Advisors serves more than 6,800 clients nationwide, including privately held business owners, corporate executives, professionals, and nonprofit organizations. The firm’s multidisciplinary teams integrate financial planning, investment management, tax strategy, and risk mitigation to deliver comprehensive wealth solutions.
Barron’s annual ranking aims to spotlight firms that set 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, visit www.claconnect.com/en/services/wealth-advisory
*NOTE: Accounting Today’s AUM rankings are related to CliftonLarsonAllen Wealth Advisors, LLC, and not related to the Barron’s LLC rankings.
Barron’s awarded the 2025 #49 Top RIA Firms ranking to CliftonLarsonAllen Wealth Advisors, LLC, based on data compiled for CliftonLarsonAllen Wealth Advisors. Barron’s publishes this list based upon a number of criteria and the firms’ filings with the SEC were used to cross-check the data provided to Barron’s. The listing includes the firms’ numbers of clients, advisors, offices, and state locations.
Accounting Today’s “The 2025 Wealth Magnets” ranking was assembled using data from Audit Analytics. Submissions were received from more than 200 firms. In most cases, firm names are those of the financial planning/advisory subsidiary, not the CPA firm. Firms were ranked by their total assets under management (AUM). The AUM figures were for a variety of dates, but none earlier than year-end 2024. CliftonLarsonAllen Wealth Advisors did not pay a fee to participate in this ranking.
These publications and their research firms independently set 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 a firm’s future performance nor do they evaluate the quality of services provided to clients or guarantee that he/she will experience a certain 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 any of its clients.
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 130 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. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.