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Larsonallen Financial, LLC (Minneapolis)


Larsonallen Financial, LLC is a large advisory firm based in Minneapolis. It manages $1.35 billion of regulatory assets for 2,513 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, Arkansas, California, and 29 other states.

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Larsonallen Financial provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm also engages as merger & acquisition.

Larsonallen Financial: assets under management

The assets under management (AUM) of Larsonallen Financial, LLC is $1.35 billion. The firm's AUM has grown by 186% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $833.66 million in discretionary accounts and $518.75 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $472.06 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $694.45 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Larsonallen Financial, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Cliftonlarsonallen Llp Sole member 1 Jan 2012 75% - 100% 41-0746749

Based in Minneapolis

The principal office where Larsonallen Financial, LLC performs its advisory services is located at 220 South 6 Th Street, Ste 300, Minneapolis, MN 55402 4505, which is also the mailing address of the firm. An additional office of the firm is in Plymouth Meeting, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 612-376-4529 or by fax 612-376-4690. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.larsonallen.com.


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