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COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

BOSTON, MA · CRD 108257 · IAPD ↗ · seligman.com · 800-225-2365

$502.40BRegulatory AUM
440Advisory reps
914Employees
142Clients
0Planning clients
12Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC grew from 392 to 440 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC shrank from 411 to 392 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC shrank from 434 to 411 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
February 2024 — COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.