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RUSSELL INVESTMENTS

SEATTLE, WA · CRD 105734 · IAPD ↗ · 206-505-7877

$68.60BRegulatory AUM
115Advisory reps
569Employees
2Clients
n/aPlanning clients
1Private funds
53States
1Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — RUSSELL INVESTMENTS shrank from 122 to 115 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
49
April 2025 — RUSSELL INVESTMENTS notice-filed in PR, VI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
77
April 2025 — RUSSELL INVESTMENTS grew from 115 to 122 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — RUSSELL INVESTMENTS shrank from 122 to 115 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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