RIA Intel›Advisers›New York›HOWE AND RUSLING, INC.

HOWE AND RUSLING, INC.

Advisory

N·ROCHESTER, NY

Data as of Jul 31, 2026 · Source: SEC Form ADV

Total AUM
$2.4B
1-Year AUM Growth
+14.7%
3-Year CAGR
+6.5%
Employees
17
Assets Under Management
Total AUM$2.4B
Discretionary AUM$2.4B
Non-Discretionary AUM$52M
Discretionary %97.9%
Total Clients1,240
Team
Total Employees17
Investment Advisers26
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record67
First FilingJan 29, 2001
Latest FilingJul 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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