Howe and Rusling, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Rochester, NY. Its latest Form ADV filing, dated April 10, 2026, reports $2.4B in regulatory assets under management, 26 employees, 4 offices, and 3,397 accounts.
Assets Under Management
$2.4B
Employees
26
Offices
4 offices
Total Clients
1,127
Primary office
ROCHESTER, NY
165 CULVER RD, SUITE 100, ROCHESTER, NY, United States
Top client segmentHNWI represent 53.9% of total clients.
Top client categories% of clientsClients
1
HNWI
53.9%
608
2
Individuals
42.0%
473
3
Charitable
3.3%
37
4
Insurance Cos.
0.5%
6
5
Corporations
0.3%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.4Bas of April 10, 2026
Discretionary97.9%
$2.4B
98% of total RAUM97.9%
Non-discretionary2.1%
$52M
2% of total RAUM2.1%
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$2.4B
Total Accounts3,397
10Y AUM Change+$1.5B (+157.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee43:1
10Y Employee Change+10 (+62.5%)
* 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.