This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-03-1941
- Office Locations
- 4
Office Locations
About Howe AND Rusling, Inc.
Howe AND Rusling, Inc. is a Rochester-based RIA with 4 offices. The firm has been operating for 85 years. Managing $2.4B in total assets under management, with 17 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Between December 16, 2025 and July 31, 2026, reported AUM increased 20.2%, from $2.0B to $2.4B.
Across 5 reported observations, AUM increased 66.1% between December 9, 2022 and July 31, 2026, from $1.5B to $2.4B.
Of the latest reported AUM, 97.9% is discretionary and 2.1% is non-discretionary.
The firm reports 17 advisory representatives and 1,400 clients, or 82.4 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 4 reported office locations and 85 years in operation. The source data was last updated on July 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Howe AND Rusling, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Howe AND Rusling, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CRAIG DOUGLAS CAIRNS
Chief Executive Officer, President
- CRD
- #2637602
- Ownership
- 75% or more
CASEY D. RYAN
Vice President
- CRD
- #2298663
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
Unlock allContacts
Michael Joseph Carrico
Wealth Manager
- CRD
- #6616495
Jordan Ried Eich
Wealth Manager
- CRD
- #6913738
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,383,063,504 | $708,191 |
| Non-Discretionary | $52,167,455 | $1,630,233 |
| Total | $2,435,230,959 | $716,877 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Howe AND Rusling, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Howe AND Rusling, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.