Trusted Advisory Group
Trusted Advisory Group is a privately-held information technology services provider founded in 2001, based in University Place, Washington, and operated under founder/owner Gerd Simon with no disclosed scale, customers, or technology stack.
- Company typePrivate
- Founded2001
- HeadquartersUniversity Place, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Trusted Advisory Group does
Trusted Advisory Group is a privately-held information technology services provider founded in 2001 and headquartered in University Place, Washington. The firm operates under founder/owner Gerd Simon and maintains a web presence at trustcc.com. Beyond the generic description as an IT services provider, no detailed product, service line, customer segment, or vertical specialization is disclosed in the available source data.
The company is structured as a for-profit, privately-held entity with no public ticker, no disclosed subsidiaries, no funding rounds, and no M&A or restructuring events on record. There is no information on headcount, revenue, pricing model, partner ecosystem, or technology stack. The website URL and single-city footprint suggest a small, locally-focused IT services operation rather than a scaled multi-location or platform-based business.
The available evidence base is thin. No products, certifications, customer references, geographic reach beyond a single U.S. city, or AI/technology capabilities are documented. As a result, any conclusions about scale, competitive positioning, or growth direction are necessarily limited; the company appears to operate as a small, founder-led IT services business with no publicly disclosed strategic, financial, or technological differentiators in the source material.
Trusted Advisory Group firmographics
Firmographics- Name
- Trusted Advisory Group
- Legal name
- CliftonLarsonAllen LLP
- Website
- https://trustcc.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Trusted Advisory Group is a privately-held information technology services provider founded in 2001, based in University Place, Washington, and operated under founder/owner Gerd Simon with no disclosed scale, customers, or technology stack.
- Ownership category
- akta.pro rank
Trusted Advisory Group industry classification
Industry- Product category
- IT Services
- NAICS
- Portfolio Management and Investment Advice (523940), Management Consulting Services (54161), Trusts, Estates, and Agency Accounts (52592), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Fee-Based Advisory (FSAEAAAM)
- akta.pro secondary industries
- Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Trust Administration & Fiduciary Accounting Services (FSAAANAF), Corporate & Institutional Trust Services (FSAAANAB), Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH)
Keywords
Where Trusted Advisory Group is headquartered
LocationHeadquarters
- HQ city
- University Place
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
Trusted Advisory Group business model
Business model- GTM type
- B2B
- Offering type
- Services
Revenue model
- Professional Services Revenue: Revenue generated from providing professional accounting, tax, audit, consulting, outsourcing, and wealth advisory services to clients. The firm operates as a relationship-based professional services practice with long-term client engagements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Quote-based professional services |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Trusted Advisory Group product offering
Product offeringCore offering
Trusted Advisory Group is a provider of information technology services. Founded in 2001 and headquartered in University Place, United States, the firm delivers IT services to its clients. The company operates as a privately-held, for-profit business with a website at trustcc.com.
Product overview
CliftonLarsonAllen (CLA) is a professional services firm offering a unified portfolio of advisory services. The company provides integrated Wealth Advisory, Digital transformation, Audit, Tax, and Consulting and Outsourcing services. These service lines work together to deliver comprehensive financial, technological, and operational solutions to clients across various industries.
Differentiator
Problem solved
Functional benefit
Companies that use Trusted Advisory Group
Customer profileSegments1 record
Trusted Advisory Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Trusted Advisory Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- CLA GlobalcoreCLA (CliftonLarsonAllen LLP) is a network member of CLA Global, an international organization of independent accounting and advisory firms. Each CLA Global network firm is a member of CLA Global Limited, a UK private company limited by guarantee. CLA Global Limited does not practice accountancy or provide any services to clients. This affiliation provides global reach through a network of independent firms.
Scale indicators2 records
Recent moves2 records
Expansion highlights2 records
Trusted Advisory Group competitors and assessment
Company assessmentDirect peers
- Wipfli: Wipfli is a top-20 US accounting, advisory, and technology services firm serving mid-market clients with a near-identical service portfolio mix to CLA, including audit, tax, advisory, outsourcing, and technology/digital practices.
- BDO USA: BDO USA is a top-10 US accounting, tax, and advisory firm competing in the same mid-market segment CLA serves, with similar cross-functional service lines (audit, tax, advisory, wealth) and parallel global network affiliation model.
- Marcum LLP: Marcum is a top-20 US accounting and advisory firm with a directly comparable mid-market focus, audit/tax/advisory service mix, and similar wealth advisory positioning through affiliated entities.
- Crowe LLP: Crowe is a top-15 US public accounting and consulting firm with overlapping mid-market clientele and a similar integrated advisory, audit, tax, and outsourcing service model.
- Baker Tilly US: Baker Tilly is a top-15 US accounting and advisory firm with a directly overlapping mid-market focus, comparable service breadth (assurance, tax, advisory, digital), and similar relationship-driven GTM model.
- Plante Moran: Plante Moran is a top-15 US accounting and business advisory firm with a comparable mid-market focus, multi-state presence, and integrated advisory/wealth/audit/tax service mix that closely mirrors CLA's positioning.
- Grant Thornton US: Grant Thornton is a top-6 US accounting and advisory firm competing with CLA in the same mid-market and large-enterprise gap, with similar audit/tax/advisory service lines and a comparable SEC-registered advisory affiliate.
- RSM US: RSM US is the largest US-focused mid-market accounting and advisory firm and the most direct comparable to CLA — same mid-market positioning, similar integrated service portfolio (audit, tax, consulting, wealth), comparable national office footprint, and same primary competitor set.
Broad incumbents
- KPMG US: KPMG is a Big Four firm offering audit, tax, and advisory services that overlap with CLA's portfolio, but serves a more enterprise-heavy client base than CLA's mid-market-focused practice.
- Deloitte US: Deloitte is a Big Four firm whose US practice overlaps with CLA across audit, tax, consulting, and wealth advisory, but operates at significantly larger scale and broader enterprise footprint than CLA's mid-market core.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat2 records
Key risks5 records
Key highlights6 records
Customer concentration
Trusted Advisory Group social profiles
Digital presenceTrusted Advisory Group compliance and trust
Trust signalCompliance1 record
Trusted Advisory Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Trusted Advisory Group leadership team
Management profileNumber of profiles
Profiles1 record
Trusted Advisory Group subsidiaries and ownership
Company hierarchySubsidiaries1 record
Trusted Advisory Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Trusted Advisory Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Trusted Advisory Group
What does Trusted Advisory Group do?
Trusted Advisory Group is a provider of information technology services. Founded in 2001 and headquartered in University Place, United States, the firm delivers IT services to its clients. The company operates as a privately-held, for-profit business with a website at trustcc.com.
Is Trusted Advisory Group a public or private company?
Trusted Advisory Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Trusted Advisory Group founded?
Trusted Advisory Group was founded in 2001. It employs 1 to 10 people.
Where is Trusted Advisory Group based?
Trusted Advisory Group is headquartered in University Place, United States, in the North America region.
How does Trusted Advisory Group make money?
One revenue line is on record: professional Services Revenue.
Who are Trusted Advisory Group's main competitors?
Direct peers on record are Wipfli, BDO USA, Marcum LLP, Crowe LLP, Baker Tilly US, Plante Moran, Grant Thornton US and RSM US. Broad incumbents are KPMG US and Deloitte US.
Does Trusted Advisory Group have an API?
No public API is recorded for Trusted Advisory Group.
What industry is Trusted Advisory Group in?
Trusted Advisory Group's product category is IT Services. Its primary akta.pro industry code is FSAEAAAM, Fee-Based Advisory, with a secondary code of FSAAABAF, Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight). Its NAICS code is 523940 and its SIC code is 6282.