Columbia Management Investment Advisers, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 26, 2026, reports $502.4B in regulatory assets under management, 914 employees, 7 offices, and 8,288 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.6% of total clients.
Top client categories% of clientsClients
1
Individuals
71.6%
3,045
2
HNWI
11.6%
495
3
Investment Cos.
4.4%
186
4
Pooled Investment Vehicles
4.1%
173
5
Corporations
3.3%
139
Additional categories (<0.1%)
Banks<5 clients
Categories with <5 clients
Banking or thrift institutions<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$502.4Bas of March 26, 2026
Discretionary99.8%
$501.4B
100% of total RAUM99.8%
Non-discretionary0.2%
$1.0B
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$502.4B
Total Accounts8,288
10Y AUM Change+$152.2B (+43.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees914
Clients per Employee5:1
10Y Employee Change-237 (-20.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.