Howe and Rusling, Inc.

Overview

Howe and Rusling, Inc. is an SEC registered investment adviser based in Rochester, NY, registered since 1941. It reports $2.4B in assets under management across 3,397 accounts, with 26 employees. It has 11 investment adviser representatives.

Reported AUM

$2.4B

Discretionary

98%

Accounts

3,397

Average account

$717K

Employees

26

Advisory reps

11

Registered since

1941

Jurisdictions

29

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Insurance Companies

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 4

• Craig Douglas Cairns President, Chief Executive Officer CRD 2637602
• Brian William Lester Chief Investment Officer CRD 3182010
• Emily Therese Lambert Chief Compliance Officer, Vice President Operations CRD 7343695

1 more executive officer, with direct contact details

Advisory reps 3 of 11

• Craig Douglas Cairns Investment Adviser Rep CRD 2637602
• Michael Joseph Carrico Investment Adviser Rep CRD 6616495
• Jordan Ried Eich Investment Adviser Rep CRD 6913738

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters

165 Culver Rd Ste 100
Rochester, NY 14620

County

Monroe

Metro area

Rochester, NY

Region

Northeast

Registrations

• SEC registered
• Registered in 29 jurisdictions
• Website: howeandrusling.com

Every state, with registration dates

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