CLA Wealth Advisors ranks among the top defined contribution plan advisors | Nation/World

Charlotte, North Carolina, July 14. 2022 (GLOBE NEWSWIRE) — Today, CLA Wealth Advisors (CliftonLarsonAllen Wealth Advisors, LLC), an SEC-registered investment adviser, announced that it has been selected as a 2021 Top DC Advisor Multi-Office Firm by the National Association of Diet Advisors (NAPA).

NAPA’s fourth annual list was determined based on self-reported defined contribution (DC) assets under deliberation as of December 31, 2021. The NAPA list includes companies with more than one office and at least $1 billion in assets CD under deliberation. Companies were ranked based on a variety of factors, including:

  • Defined contribution assets under deliberation
  • Total defined contribution plans supported
  • Participants in the defined contribution plan
  • Number of offices

“CLA Wealth Advisors is honored to have been selected for this recognition,” said Clayton Bland, Wealth Advisory Director. “We understand the importance of retirement planning and how designing a personalized retirement plan can help achieve the goals of a company and its employees.”

CLA Wealth Advisors works with thousands of private business owners, senior business executives, professionals, families and institutions. Multidisciplinary teams with extensive experience in financial planning, investing, tax and risk management provide planning and advice to help clients achieve their professional and personal goals. The CLA Wealth Advisors team also includes professionals with extensive experience serving small and medium-sized private businesses and startups with all types of employee benefit plans.

For more information about CLA Wealth Advisors, please visit claconnect.com/services/wealth-advisory.

The National Association of Plan Advisors has awarded the Top DC Advisor Multi-Office Firms 2021 distinction to CliftonLarsonAllen Wealth Advisors, LLC based on data compiled for CliftonLarsonAllen Wealth Advisors. NAPA publishes this list based on a number of criteria and includes the number of defined contribution plans, plan participants, employees, advisors, offices and state locations.

NAPA sets its own 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 any company’s future performance, nor do they assess the quality of services provided to customers, or guarantee that a customer will obtain some level of results if CLA Wealth Advisors is engaged, or continues to be engaged, in providing investment advisory services, nor should they be construed as a current or past endorsement of CLA Wealth Advisors by the one of his clients.

About CLA

CLA exists to create opportunity for our clients, employees and communities through industry-focused wealth management advisory, outsourcing, audit, tax and advisory services. With over 7,500 people, 121 US locations and a global outlook, we promise to know you and help you. For more information, visit CLAconnect.com. CLA (CliftonLarsonAllen LLP) is an independent member of the CLA Global network. See CLAglobal.com/disclaimer. Investment advisory services are offered by CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment adviser.

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Jackie Kruger CLA (CliftonLarsonAllen LLP) 612-376-4623 jackie.kruger@CLAconnect.com

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