![]() ![]() The FT 300 list, now in its seventh year of publication, recognizes the top independent RIA firms from across the United States. The Financial Times (FT) is one of the world’s leading business publications. “Our success is a team effort to add value for our clients, no matter the economic environment.” “Like many firms on this list, we’re finding innovative ways to support our clients,” said Bland. Digital communication was a clear theme, with many firms embracing virtual meetings, video conferencing, and other forms of remote contact to serve their clients during the pandemic. It also shares some of the firms’ major challenges and achievements from the past year. Multidisciplinary teams with vast financial planning, investment, tax, and risk management experience offer planning and guidance to help clients reach their professional and personal goals.Īt the time of the Accounting Today survey, CLA Wealth Advisors had $7.56 billion in AUM, placing it fourth on the prestigious list of “wealth magnets.” The Accounting Today annual report, now in its 14th year, ranks the top CPA financial advisors by AUM. “We work hard to improve and offer clients best-in-class services and this recognition shows we are on the right track.”ĬLA Wealth Advisors works with thousands of privately held business owners, senior corporate executives, professionals, families, and institutions. “CLA Wealth Advisors is honored to be recognized again this year,” said Clayton Bland, chief wealth advisory officer. ![]() ![]() ![]() It was also named one of the 2020 Top Firms by Assets Under Management (AUM) by Accounting Today. For the third consecutive year, CLA Wealth Advisors appears on the Financial Times 300 Top Registered Investment Advisors (RIA) list. CLA Wealth Advisors (CliftonLarsonAllen Wealth Advisors, LLC), an SEC-registered investment advisor, announced today that it continues its winning ways. ![]()
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