Investment adviser · CRD 104627

HOWE AND RUSLING, INC.

Investment adviser filing (IA)

ROCHESTER, NY, United States · Form ADV filed Jul 31, 2026

Regulatory AUM
$2.44B
Form ADV · Item 5.F
Client accounts
3,397
Accounts, not individual clients
Employees
26
Reported in this filing
Advisory professionals
17
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals608$1,852,576,41476.1%
Individuals743$398,849,98816.4%
Charities37$101,043,7394.1%
Insurance companies6$75,071,8033.1%
Corporations & businesses3$7,689,0150.3%
Filing source

Form ADV 2123211 · Jul 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Fixed

Principal office

165 CULVER RD, SUITE 100
ROCHESTER, NY, 14620, United States

CRD 104627

Filing source

Form ADV 2123211 · Jul 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.