Columbia Management Investment Advisers, LLC

Columbia Management Investment Advisers, LLC (CRD# 108257) is a financial advisory firm headquartered in Boston, MA. They manage $388,388,690,314 in 5,163 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    388,389
    MILLION
  • Total Number of Accounts
    5,163
    ACCOUNTS
  • Average Account Value
    $75,225,390
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
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 177 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 24 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 29 years of experience in the finance industry.

3
Andrea F. Bartolo
CRD#: 5597276
290 Congress Street, Boston, MA 02210

Andrea Bartolo (CRD# 5597276) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 12 years of experience in the finance industry.

4
Robert J. Beal
CRD#: 1794553
290 Congress Street, Boston, MA 02210

Robert Beal (CRD# 1794553) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 33 years of experience in the finance industry.

5
Matthew E. Belniak
CRD#: 5548234
71 S. Wacker Drive, Suite 2500, Chicago, IL 60606

Matthew Belniak (CRD# 5548234) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Chicago, IL and has over 13 years of experience in the finance industry.

6
Daniel M. Bloomstone
CRD#: 5868320
290 Congress Street, Boston, MA 02210

Daniel Bloomstone (CRD# 5868320) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 12 years of experience in the finance industry.

7
Cole A. Boehmer
CRD#: 6351916
290 Congress Street, Boston, MA 02210

Cole Boehmer (CRD# 6351916) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 7 years of experience in the finance industry.

8
William H. Borders
CRD#: 3173367
Westfield, NJ

William Borders (CRD# 3173367) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Westfield, NJ and has over 19 years of experience in the finance industry.

9
Scott J. Brady
CRD#: 2671270
290 Congress Street, Boston, MA 02210

Scott Brady (CRD# 2671270) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 26 years of experience in the finance industry.

10
Seth P. Buks
CRD#: 5389613
290 Congress Street, Boston, MA 02210

Seth Buks (CRD# 5389613) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 16 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.