The list includes top firms based on assets under management, asset growth, compliance record, years in existence, credentials, and online accessibility.

CLA happenings

CLA Named to 2018 Financial Times 300 Top Registered Investment Advisers

  • 7/13/2018

CLA (CliftonLarsonAllen) is pleased to be named to the 2018 Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the United States.

Now in its fifth year, the FT 300 list is produced independently by Financial Times in collaboration with Ignites Research, a subsidiary of FT that provides business intelligence on the asset management industry.

  “CLA advisors are committed to knowing our clients and helping them at every step of their financial journey. We consider it a tremendous honor to be included on this national list and will continue working to earn the trust of the individuals, families, and institutions we serve.”    Bruce Bushman, Chief Wealth Advisory Officer

RIA firms apply for consideration and must meet a minimum set of criteria. Applicants are then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.

The final FT 300 represents an impressive cohort of elite RIA firms. The average practice in this year’s list has been in existence for more than 22 years and manages $4 billion in assets. The FT 300 Top RIAs hail from 38 states and Washington, D.C.

The FT 300 is one in series of rankings of top advisers by the Financial Times that includes the FT 401 (Washington, D.C., retirement plan advisers) and the FT 400 (broker-dealer advisers).

About CLA

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With 7,400 people, more than 120 U.S. locations, and a global affiliation, we promise to know you and help you. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.