$2.4B Total AUM
$2.4B Disc. AUM
16.0% 3Y CAGR
26 Employees
1,400 ADV. Clients
85 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-1941
- Office Locations
- 4
Office Locations
165 Culver RD Suite 100 Rochester NY
910 Main Street Suite 350 Boise ID
-- Colorado Springs CO
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.
Team overview
39 AVG AGE
$143.2M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
3.8 yrs AVG TENURE
26 Employees
17 Advisory Reps
10 RIA Reps
85yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
C
CRAIG DOUGLAS CAIRNS
Chief Executive Officer, President
- CRD
- #2637602
- Ownership
- 75% or more
Available
Available
Available
C
CASEY D. RYAN
Vice President
- CRD
- #2298663
- Ownership
- 5% but less than 10%
Available
Available
Available
Showing 2 of 4 owners & executives
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M
Michael Joseph Carrico
Wealth Manager
- CRD
- #6616495
Available
Available
Available
Jordan Ried Eich
Wealth Manager
- CRD
- #6913738
Available
Available
Available
Showing 2 of 13 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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