Seattle, August 12, 2020 (GLOBE NEWSWIRE) – CLA Wealth Advisors (CliftonLarsonAllen Wealth Advisors, LLC), an investment advisor registered with the SEC, today announced that it is following its winning path. For the third year in a row, CLA Wealth Advisors is listed with the Financial Times’ (RIA) top three hundred registered investment advisors. It was also named one of the Best Companies 2020 through Assets under Management (AUM) through Accounting Today.
“CLA Wealth Advisors has the honor of being rewarded this year,” said Clayton Bland, director of Heritage Consulting. “We are working hard to deliver the most productive facilities with our elegance to our consumers and this popularity shows that we are on the right track.”
CLA Wealth Advisors works with thousands of own business owners, senior business executives, professionals, families and institutions. Multidisciplinary groups with extensive experience in monetary plans, investments, taxes and threat control, supply plans and recommendations to clients to achieve their professional and non-public goals.
At the time of the Accounting Today survey, CLA Wealth Advisors had $7.56 billion in assets under management, placing it fourth on the prestigious “wealth magnets” list. The annual Accounting Today report, now in its fourteenth year, ranks AUM’s most productive monetary advisors for the CPA. It also includes some of the key business demand situations and achievements for the following year. Digital communication was a transparent topic, with many corporations adopting virtual meetings, video conferences and other remote contact bureaucracy to serve their consumers during the pandemic.
Financial Times (FT) is one of the world’s leading advertising publications. The FT 300, now in its seventh year of publication, recognizes RIA’s leading independent corporations in the United States. FT produces the list independently in collaboration with Ignites Research, an FT subsidiary that provides business data on the asset control industry.
Although AIR corporations will have to apply, they must also meet certain minimum criteria. This year’s applicants were evaluated on six key factors:
According to FT, the list identifies the industry’s elite advisors, taking into account other approaches and specializations. The final list includes advisors from 39 states and Washington, D.C. The average control of FT 300 advisors increased from $1.2 billion to $1.9 billion last year.
For more information about CLA Wealth Advisors, claconnect.com/services/wealth-advisory.
CLA exists to create opportunities for our clients, workers and communities through wealth consulting, outsourcing, auditing, tax and industry-focused consulting. Array With more than 6,200 people, 120 sites in the U.S. And a global subsidiary, we promise to know you and provide assistance. For more information, scale to CLAconnect.com. Investment advice is provided through CliftonLarsonAllen Wealth Advisors, LLC, an investment advisor registered with the SEC.
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