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CLEARBRIDGE INVESTMENTS, LLC

NEW YORK, NY · CRD 137028 · IAPD ↗ · clearbridge.com · 212-805-2000

$184.81BRegulatory AUM
71Advisory reps
210Employees
1Clients
n/aPlanning clients
4Private funds
53States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
January 2026 — CLEARBRIDGE INVESTMENTS, LLC added office(s): 6 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
79
January 2026 — CLEARBRIDGE INVESTMENTS, LLC grew from 62 to 71 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
January 2025 — CLEARBRIDGE INVESTMENTS, LLC shrank from 79 to 62 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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