HOWE AND RUSLING, INC.
SEC RegisteredEmpowering your journey to wealth and well-being
About the firm
Howe & Rusling is a full-service wealth management firm that provides financial planning, investment management, estate planning and tax strategy. They believe in a holistic, data-driven approach to evaluate and optimize financial well-being. As a Registered Investment Advisor, the firm is independent and employee-owned, including woman and veteran ownership.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, estate planning, and tax strategy. The firm takes a holistic approach, offering comprehensive financial planning, portfolio management, estate strategies, fixed income management, and wealth management services.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 473 | $399M |
| High Net Worth Individuals | 608 | $1.9B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 37 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 6 | — |
| Corporations | 0 | $0 |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
Data as of April 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HOWE AND RUSLING, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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