Russell Investments

Russell Investments (CRD# 105734) is a financial advisory firm headquartered in Seattle, WA. They manage $43,260,499,113 in 49,016 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    43,260
    MILLION
  • Total Number of Accounts
    49,016
    ACCOUNTS
  • Average Account Value
    $882,579
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Russell Investments
Showing 1 - 10 of 94 top financial advisors.
1
John G. Ahlers
CRD#: 5684128
1301 Second Avenue, 18th Floor, Seattle, WA 98101

John Ahlers (CRD# 5684128) is an Investment Advisor Representative working at Russell Investments in Seattle, WA and has over 7 years of experience in the finance industry.

2
Kelsey W. Anderson
CRD#: 6181404
100 E Wisconsin Ave, Ste 1550, Milwaukee, WI 53202

Kelsey Anderson (CRD# 6181404) is an Investment Advisor Representative working at Russell Investments in Milwaukee, WI and has over 4 years of experience in the finance industry.

3
Sophie-charlotte N. Antal Gilbert
CRD#: 4456515
1301 Second Avenue, 18th Floor, Seattle, WA 98101

Sophie-charlotte Antal Gilbert (CRD# 4456515) is an Investment Advisor Representative working at Russell Investments in Seattle, WA and has over 8 years of experience in the finance industry.

4
Billie J. Baker
CRD#: 5187799
100 E Wisconsin Ave Ste 1550, Milwaukee, WI 53202

Billie Baker (CRD# 5187799) is an Investment Advisor Representative working at Russell Investments in Milwaukee, WI and has over 8 years of experience in the finance industry.

5
Chad W. Balcom
CRD#: 4594745
1301 Second Avenue, 18th Floor, Seattle, WA 98101

Chad Balcom (CRD# 4594745) is an Investment Advisor Representative working at Russell Investments in Seattle, WA and has over 17 years of experience in the finance industry.

6
John D. Bergstrom
CRD#: 2152929
Austin, TX

John Bergstrom (CRD# 2152929) is an Investment Advisor Representative working at Russell Investments in Austin, TX and has over 25 years of experience in the finance industry. John Bergstrom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Stephen N. Bottcher
CRD#: 4282016
Webster, NY

Stephen Bottcher (CRD# 4282016) is an Investment Advisor Representative working at Russell Investments in Webster, NY and has over 17 years of experience in the finance industry.

8
James H. Breitenkamp
CRD#: 2037243
Kansas City, MO

James Breitenkamp (CRD# 2037243) is an Investment Advisor Representative working at Russell Investments in Kansas City, MO and has over 29 years of experience in the finance industry.

9
Adam R. Burleson
CRD#: 5749128
1301 Second Avenue, 18th Floor, Seattle, WA 98101

Adam Burleson (CRD# 5749128) is an Investment Advisor Representative working at Russell Investments in Seattle, WA and has over 9 years of experience in the finance industry.

10
William C. Cain
CRD#: 5360902
1301 Second Avenue, 18th Floor, Seattle, WA 98101

William Cain (CRD# 5360902) is an Investment Advisor Representative working at Russell Investments in Seattle, WA and has over 12 years of experience in the finance industry.

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