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RUSSELL INVESTMENTS

SEATTLE, WA · CRD 37550 · IAPD ↗ · russellinvestments.com · 206-505-7877

$35.03BRegulatory AUM
126Advisory reps
580Employees
40Clients
n/aPlanning clients
43Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — RUSSELL INVESTMENTS shrank from 135 to 126 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2026 — RUSSELL INVESTMENTS reported RAUM up 29% ($27.22B -> $35.03B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — RUSSELL INVESTMENTS grew from 118 to 135 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — RUSSELL INVESTMENTS shrank from 137 to 118 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.