HOWE AND RUSLING, INC.
CRD #104627 SEC #801-294 ROCHESTER, NY 585-325-4140
SEC Registered
Total AUM
$2B
Discretionary
$2B
Employees
24
Clients
101
Accounts
3,045
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2B | $2B | $53.6M | 24 | 0 |
| Nov 2025 | $2B | $2B | $53.6M | 24 | 0 |
| Aug 2025 | $2B | $2B | $53.6M | 24 | 0 |
| May 2025 | $2B | $2B | $53.6M | 24 | 0 |
| Feb 2025 | $2B | $2B | $53.6M | 24 | 0 |
| Oct 2024 | $1.7B | $1.7B | $2.9M | 23 | 0 |
| Sep 2024 | $1.7B | $1.7B | $2.9M | 23 | 0 |
| Apr 2024 | $1.7B | $1.7B | $2.9M | 23 | 0 |
| Apr 2024 | $1.7B | $1.7B | $2.9M | 23 | 0 |
| Mar 2024 | $1.7B | $1.7B | $2.9M | 23 | 0 |
| Dec 2023 | $1.5B | $1.5B | $5.3M | 24 | 0 |
| Oct 2023 | $1.5B | $1.5B | $5.3M | 24 | 0 |
| Feb 2023 | $1.5B | $1.5B | $5.3M | 24 | 0 |
| Dec 2022 | $1.5B | $1.5B | $2.3M | 21 | 0 |
| Feb 2022 | $1.5B | $1.5B | $2.3M | 21 | 0 |
| Jan 2022 | $1.4B | $1.4B | $3.4M | 18 | 0 |
| Sep 2021 | $1.4B | $1.4B | $3.4M | 18 | 0 |
| Apr 2021 | $1.4B | $1.4B | $3.4M | 18 | 0 |
| Apr 2021 | $1.4B | $1.4B | $3.4M | 18 | 0 |
| Mar 2021 | $1.4B | $1.4B | $3.4M | 18 | 0 |
| Oct 2020 | $1.3B | $1.3B | $2.1M | 18 | 0 |
| Jul 2020 | $1.3B | $1.3B | $2.1M | 18 | 0 |
| Jun 2020 | $1.3B | $1.3B | $2.1M | 18 | 0 |
| Mar 2020 | $1.3B | $1.3B | $2.1M | 18 | 0 |
| Sep 2019 | $1.2B | $1.2B | $2M | 19 | 1 |
| Mar 2019 | $1.2B | $1.2B | $2M | 19 | 1 |
| Dec 2018 | $1.1B | $1.1B | $10.1M | 18 | 1 |
| Nov 2018 | $1.1B | $1.1B | $10.1M | 18 | 1 |
| Jul 2018 | $1.1B | $1.1B | $10.1M | 18 | 1 |
| Mar 2018 | $1.1B | $1.1B | $10.1M | 18 | 1 |
| Oct 2017 | $947.1M | $937.1M | $10M | 16 | 0 |
| Sep 2017 | $947.1M | $937.1M | $10M | 16 | 800 |
| Aug 2017 | $947.1M | $937.1M | $10M | 16 | 800 |
| Jul 2017 | $947.1M | $937.1M | $10M | 16 | 800 |
| Mar 2017 | $947.1M | $937.1M | $10M | 16 | 800 |
| Mar 2017 | $947.1M | $937.1M | $10M | 16 | 800 |
| May 2016 | $869.1M | $819.1M | $50M | 16 | 700 |
| Mar 2016 | $869.1M | $819.1M | $50M | 16 | 700 |
| Feb 2016 | $812.7M | $776.9M | $35.9M | 16 | 600 |
| Nov 2015 | $812.7M | $776.9M | $35.9M | 16 | 600 |
| Mar 2015 | $812.7M | $776.9M | $35.9M | 16 | 600 |
| Mar 2014 | $798.5M | $764.8M | $33.7M | 16 | 600 |
| Mar 2013 | $715.4M | $683.6M | $31.8M | 15 | 500 |
| May 2012 | $664.9M | $635.4M | $29.6M | 11 | 450 |
| May 2012 | $664.9M | $635.4M | $29.6M | 11 | 450 |
| Apr 2012 | $664.9M | $635.4M | $29.6M | 11 | 450 |
| Mar 2012 | $664.9M | $635.4M | $29.6M | 11 | 450 |
| Mar 2011 | $660.5M | $632.8M | $27.8M | -- | -- |
| Apr 2010 | $640M | $611.9M | $28.1M | -- | -- |
| Mar 2010 | $640M | $611.9M | $28.1M | -- | -- |
| Apr 2009 | $564.5M | $539.4M | $25M | -- | -- |
| Mar 2009 | $520.6M | $497.3M | $23.3M | -- | -- |
| Mar 2008 | $646.8M | $610.8M | $36M | -- | -- |
| Mar 2007 | $606.7M | $570.2M | $36.4M | -- | -- |
| Nov 2006 | $621.3M | $607.4M | $13.9M | -- | -- |
| Jan 2006 | $586.2M | $570.3M | $15.9M | -- | -- |
| Jul 2004 | $497.2M | $486.4M | $10.8M | -- | -- |
| Jul 2004 | $497.2M | $486.4M | $10.8M | -- | -- |
| Mar 2004 | $497.2M | $486.4M | $10.8M | -- | -- |
| Oct 2003 | $479.3M | $468.8M | $10.5M | -- | -- |
| Mar 2002 | $637.2M | $635.9M | $1.3M | -- | -- |
| Aug 2001 | $699.9M | $698.6M | $1.2M | -- | -- |
DateDec 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$53.6M
Employees24
Clients0
DateNov 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$53.6M
Employees24
Clients0
DateAug 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$53.6M
Employees24
Clients0
DateMay 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$53.6M
Employees24
Clients0
DateFeb 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$53.6M
Employees24
Clients0
DateOct 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$2.9M
Employees23
Clients0
DateSep 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$2.9M
Employees23
Clients0
DateApr 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$2.9M
Employees23
Clients0
DateApr 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$2.9M
Employees23
Clients0
DateMar 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$2.9M
Employees23
Clients0
DateDec 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$5.3M
Employees24
Clients0
DateOct 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$5.3M
Employees24
Clients0
DateFeb 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$5.3M
Employees24
Clients0
DateDec 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$2.3M
Employees21
Clients0
DateFeb 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$2.3M
Employees21
Clients0
DateJan 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.4M
Employees18
Clients0
DateSep 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.4M
Employees18
Clients0
DateApr 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.4M
Employees18
Clients0
DateApr 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.4M
Employees18
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.4M
Employees18
Clients0
DateOct 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.1M
Employees18
Clients0
DateJul 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.1M
Employees18
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.1M
Employees18
Clients0
DateMar 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.1M
Employees18
Clients0
DateSep 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2M
Employees19
Clients1
DateMar 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2M
Employees19
Clients1
DateDec 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$10.1M
Employees18
Clients1
DateNov 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$10.1M
Employees18
Clients1
DateJul 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$10.1M
Employees18
Clients1
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$10.1M
Employees18
Clients1
DateOct 2017
Total AUM$947.1M
Discretionary$937.1M
Non-Disc.$10M
Employees16
Clients0
DateSep 2017
Total AUM$947.1M
Discretionary$937.1M
Non-Disc.$10M
Employees16
Clients800
DateAug 2017
Total AUM$947.1M
Discretionary$937.1M
Non-Disc.$10M
Employees16
Clients800
DateJul 2017
Total AUM$947.1M
Discretionary$937.1M
Non-Disc.$10M
Employees16
Clients800
DateMar 2017
Total AUM$947.1M
Discretionary$937.1M
Non-Disc.$10M
Employees16
Clients800
DateMar 2017
Total AUM$947.1M
Discretionary$937.1M
Non-Disc.$10M
Employees16
Clients800
DateMay 2016
Total AUM$869.1M
Discretionary$819.1M
Non-Disc.$50M
Employees16
Clients700
DateMar 2016
Total AUM$869.1M
Discretionary$819.1M
Non-Disc.$50M
Employees16
Clients700
DateFeb 2016
Total AUM$812.7M
Discretionary$776.9M
Non-Disc.$35.9M
Employees16
Clients600
DateNov 2015
Total AUM$812.7M
Discretionary$776.9M
Non-Disc.$35.9M
Employees16
Clients600
DateMar 2015
Total AUM$812.7M
Discretionary$776.9M
Non-Disc.$35.9M
Employees16
Clients600
DateMar 2014
Total AUM$798.5M
Discretionary$764.8M
Non-Disc.$33.7M
Employees16
Clients600
DateMar 2013
Total AUM$715.4M
Discretionary$683.6M
Non-Disc.$31.8M
Employees15
Clients500
DateMay 2012
Total AUM$664.9M
Discretionary$635.4M
Non-Disc.$29.6M
Employees11
Clients450
DateMay 2012
Total AUM$664.9M
Discretionary$635.4M
Non-Disc.$29.6M
Employees11
Clients450
DateApr 2012
Total AUM$664.9M
Discretionary$635.4M
Non-Disc.$29.6M
Employees11
Clients450
DateMar 2012
Total AUM$664.9M
Discretionary$635.4M
Non-Disc.$29.6M
Employees11
Clients450
DateMar 2011
Total AUM$660.5M
Discretionary$632.8M
Non-Disc.$27.8M
Employees--
Clients--
DateApr 2010
Total AUM$640M
Discretionary$611.9M
Non-Disc.$28.1M
Employees--
Clients--
DateMar 2010
Total AUM$640M
Discretionary$611.9M
Non-Disc.$28.1M
Employees--
Clients--
DateApr 2009
Total AUM$564.5M
Discretionary$539.4M
Non-Disc.$25M
Employees--
Clients--
DateMar 2009
Total AUM$520.6M
Discretionary$497.3M
Non-Disc.$23.3M
Employees--
Clients--
DateMar 2008
Total AUM$646.8M
Discretionary$610.8M
Non-Disc.$36M
Employees--
Clients--
DateMar 2007
Total AUM$606.7M
Discretionary$570.2M
Non-Disc.$36.4M
Employees--
Clients--
DateNov 2006
Total AUM$621.3M
Discretionary$607.4M
Non-Disc.$13.9M
Employees--
Clients--
DateJan 2006
Total AUM$586.2M
Discretionary$570.3M
Non-Disc.$15.9M
Employees--
Clients--
DateJul 2004
Total AUM$497.2M
Discretionary$486.4M
Non-Disc.$10.8M
Employees--
Clients--
DateJul 2004
Total AUM$497.2M
Discretionary$486.4M
Non-Disc.$10.8M
Employees--
Clients--
DateMar 2004
Total AUM$497.2M
Discretionary$486.4M
Non-Disc.$10.8M
Employees--
Clients--
DateOct 2003
Total AUM$479.3M
Discretionary$468.8M
Non-Disc.$10.5M
Employees--
Clients--
DateMar 2002
Total AUM$637.2M
Discretionary$635.9M
Non-Disc.$1.3M
Employees--
Clients--
DateAug 2001
Total AUM$699.9M
Discretionary$698.6M
Non-Disc.$1.2M
Employees--
Clients--