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COLUMBIA RIVER ADVISORS

TACOMA, WA · CRD 154571 · IAPD ↗ · (253) 589-1401

$191.1MRegulatory AUM
3Advisory reps
6Employees
0Clients
26-50Planning clients
1Private funds
5States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — COLUMBIA RIVER ADVISORS reported RAUM down 60% ($471.9M -> $189.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
April 2024 — COLUMBIA RIVER ADVISORS notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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