Howe and Rusling, INC.
Rochester, NY·SEC-registered · CRD #104627
Howe and Rusling, INC. is an SEC-registered investment advisory firm in Rochester, NY managing $2.4B across 3.4k client accounts, with 17 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.4B
Client accounts
3.4k
Advisory staff
17
Fee model
Fee-based
How Howe and Rusling, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Howe and Rusling, INC.
How much does Howe and Rusling, INC. manage?
Per its most recent SEC Form ADV filing (05/12/2026), Howe and Rusling, INC. reports $2.4B in regulatory assets under management across roughly 3.4k client accounts.
How does Howe and Rusling, INC. charge?
Howe and Rusling, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Howe and Rusling, INC. a fiduciary?
Yes. Howe and Rusling, INC. is registered with the U.S. Securities and Exchange Commission (CRD #104627), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Howe and Rusling, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Howe and Rusling, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Rochester, NY
Profile compiled from Howe and Rusling, INC.'s public SEC Form ADV filing (CRD #104627, filed 05/12/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Howe and Rusling, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Howe and Rusling, INC.? Claim this profile.