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RUSSELL INVESTMENTS

SEATTLE, WA · CRD 329 · IAPD ↗ · 206-505-7877

$81.09BRegulatory AUM
115Advisory reps
569Employees
65Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
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
67
April 2025 — RUSSELL INVESTMENTS grew from 115 to 122 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — RUSSELL INVESTMENTS reported RAUM down 47% ($156.62B -> $82.66B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
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.