Columbia Management Investment Advisers, LLC

Columbia Management Investment Advisers, LLC (CRD# 108257) is a financial advisory firm headquartered in Boston, MA. They manage $359,353,104,490 in 4,312 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    359,353
    MILLION
  • Total Number of Accounts
    4,312
    ACCOUNTS
  • Average Account Value
    $83,337,918
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Columbia Management Investment Advisers, LLC
Showing 1 - 10 of 207 top financial advisors.
1
Andrew V. Aldi
CRD#: 3120758
Brielle, NJ

Andrew Aldi (CRD# 3120758) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Brielle, NJ and has over 21 years of experience in the finance industry.

2
Scott A. Avery
CRD#: 1550880
Cary, NC

Scott Avery (CRD# 1550880) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Cary, NC and has over 26 years of experience in the finance industry.

3
Russell M. Bartlett
CRD#: 706320
225 Franklin Street, Boston, MA 02110

Russell Bartlett (CRD# 706320) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 40 years of experience in the finance industry.

4
Andrea F. Bartolo
CRD#: 5597276
225 Franklin Street, Boston, MA 02110

Andrea Bartolo (CRD# 5597276) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 9 years of experience in the finance industry.

5
Robert J. Beal
CRD#: 1794553
225 Franklin Street, Boston, MA 02110

Robert Beal (CRD# 1794553) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 30 years of experience in the finance industry.

6
William M. Beardsley
CRD#: 2790728
225 Franklin Street, Boston, MA 02110

William Beardsley (CRD# 2790728) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 9 years of experience in the finance industry.

7
Kelli L. Beauregard
CRD#: 4992422
225 Franklin Street, Boston, MA 02110

Kelli Beauregard (CRD# 4992422) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 15 years of experience in the finance industry.

8
Bradley W. Blanton
CRD#: 2166845
225 Franklin Street, Boston, MA 02110

Bradley Blanton (CRD# 2166845) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 24 years of experience in the finance industry.

9
Daniel M. Bloomstone
CRD#: 5868320
225 Franklin Street, Boston, MA 02110

Daniel Bloomstone (CRD# 5868320) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 9 years of experience in the finance industry.

10
Cole A. Boehmer
CRD#: 6351916
225 Franklin Street, Boston, MA 02110

Cole Boehmer (CRD# 6351916) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 4 years of experience in the finance industry.

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