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HOWE AND RUSLING, INC.

ROCHESTER, NY · CRD 104627 · IAPD ↗ · howeandrusling.com · 585-325-4140

$2.44BRegulatory AUM
17Advisory reps
26Employees
3Clients
101-250Planning clients
0Private funds
29States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
December 2025 — HOWE AND RUSLING, INC. notice-filed in OR, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2025 — HOWE AND RUSLING, INC. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
May 2024 — HOWE AND RUSLING, INC. notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.