Charlotte, NC, July 14, 2022 (GLOBE NEWSWIRE) — Today, CLA Wealth Advisors (CliftonLarsonAllen Wealth Advisors, LLC), an SEC-registered investment advisor, announced it was selected as a Top DC Advisor Multi-Office Firm 2021 by the National Association of Plan Advisors (NAPA).
NAPA’s fourth annual list was determined based on self-reported defined contribution (DC) assets under advisement as of December 31, 2021. The NAPA list features firms with more than one office and at least $1 billion in DC assets under advisement. Firms were ranked on a variety of factors, including:
- Defined contribution assets under advisement
- Total defined contribution plans supported
- Defined contribution plan participants
- Number of offices
“CLA Wealth Advisors is honored to be selected for this recognition,” said Clayton Bland, chief wealth advisory officer. “We understand the importance of retirement planning and how designing a customized retirement plan can help meet the goals of a business and its employees.”
CLA Wealth Advisors works with thousands of privately held business owners, senior corporate executives, professionals, families, and institutions. 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. The CLA Wealth Advisors team also has professionals with deep experience serving small to midsized privately held companies and…
