St. Paul, Minn., Sept. 4, 2020 — Beehive Strategic Communication recently added new client CLA (CliftonLarsonAllen) — a professional services firm delivering integrated wealth advisory, outsourcing, audit, tax and consulting services — to its roster.
CLA has retained Beehive to enhance its award-winning workplace culture through an employee engagement project that includes a culture assessment, team-building work sessions and a go-forward activation plan.
“CLA has been a valued Beehive business relationship for many years,” said Ayme Zemke, SVP, Client Service, Beehive. “We are delighted to be working with them to support the firm’s commitment to providing inspired careers and a culture of impact.”
CLA is recognized by Accounting Today as the eighth largest accounting firm in the country. CLA Wealth Advisors (CliftonLarsonAllen Wealth Advisors, LLC), an SEC-registered investment advisor, appears on the Financial Times 300 Top Registered Investment Advisors (RIA) list and was named one of the 2020 Top Firms by Assets Under Management (AUM) by Accounting Today.
CLA has been serving clients for more than 60 years with its team of 6,200 people, 120 locations and a global affiliation. The firm exists to create opportunities for its clients, people and communities by living the CLA Promise: We promise to know you and help you.
About Beehive Strategic Communication
Beehive Strategic Communication is a purpose-driven strategic communication firm that uses the power of communication to build better businesses. We help organizations clarify and align their visions, values and strategies to bold actions that build trust and drive growth — inside and out. As a certified B Corporation, Beehive meets the highest standards of verified social and environmental performance, public transparency and legal accountability to balance profit and purpose.
Accounting Today’s “The Top 150 Firms by AUM” 2020 ranking was assembled using data from Audit Analytics. Submissions were received from over 150 firms. In most cases, firm names are those of the financial planning/advisory subsidiary, not the CPA firm. Firms were ranked by their total assets under management (“AUM”). The AUM figures were for a variety of dates, but none earlier than year-end 2019. CliftonLarsonAllen Wealth Advisors did not pay a fee to participate in this ranking.
Financial Times “Top 300 RIA Firms” 2020 ranking was assembled using data from Ignites Distribution Research, its affiliate. Of the more than 2000 Registered Investment Advisory (RIA) firms that met a minimum set of eligibility criteria for the list, 760 RIA firms applied for consideration and 300 made the final list. Applicants were graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.
These publications and their research firms independently set their 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 a firm’s future performance nor do they evaluate the quality of services provided to clients or guarantee that he/she will experience a certain level of results if CLA Wealth Advisors is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of CLA Wealth Advisors by any of its clients.