Howe and Rusling, Inc.
● SEC registered since 1941CRD 104627SEC# 801-294Rochester, NY
Reg. AUM
$2.44B
Employees
25
Accounts
3,397
Location
Rochester, NY
About Howe and Rusling
Howe and Rusling is a full-service wealth management firm providing financial planning, investment management, estate planning, and tax strategy. It emphasizes a holistic, data-driven process that starts with understanding what clients want most out of life.
Summary based on the firm’s website.
Howe and Rusling, Inc. assets under management
Howe and Rusling, Inc. is a registered investment adviser overseen by the SEC based in Rochester, NY. The firm has been registered since 1941. It reports $2.4 billion in regulatory assets under management and employs 25 people.
Howe and Rusling, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian William Lester | Chief Investment Officer | Under 5% | 2023 |
| Casey D. Ryan | Vice President | 5-10% | 2004 |
| Craig Douglas Cairns Control | President, Ceo | Over 75% | 2003 |
| Emily Therese Lambert Control | Chief Compliance Officer, Vp Operations | Under 5% | 2021 |
Frequently asked questions
How much does Howe and Rusling, Inc. manage?
Howe and Rusling, Inc. reports $2.4 billion in regulatory assets under management on its Form ADV.
How many employees does Howe and Rusling, Inc. have?
Howe and Rusling, Inc. reports 25 employees.
Where is Howe and Rusling, Inc. located?
Howe and Rusling, Inc. is based in Rochester, NY and has been SEC-registered since 1941.
Does Howe and Rusling, Inc. disclose fund performance?
Howe and Rusling, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 165 Culver Rd, Suite 100, Rochester, NY 14620 |
| Phone | 585-325-4140 |
| Fax | 585-325-7361 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 769963 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.44B▲ 20%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,389 advisers
EmployeesTop 20%
More than 80% of 16,799 advisers
Assets under management
$2.44Bregulatory AUM
Discretionary $2.38BNon-discretionary $52.2M