Russell Investments

Russell Investments (CRD# 105734) is a financial advisory firm headquartered in Seattle, WA. They manage $50,533,240,844 in 37,256 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    50,533
    MILLION
  • Total Number of Accounts
    37,256
    ACCOUNTS
  • Average Account Value
    $1,356,379
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 121 top financial advisors.
1
Anne M. Atlas
CRD#: 2211754
Tampa, FL
98
Wealthminder
score

Anne Atlas (CRD# 2211754) is an Investment Advisor Representative working at Russell Investments in Tampa, FL and has over 12 years of experience in the finance industry.

2
John D. Bergstrom
CRD#: 2152929
Austin, TX
96
Wealthminder
score

John Bergstrom (CRD# 2152929) is an Investment Advisor Representative working at Russell Investments in Austin, TX and has over 23 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.

3
Michele C. Dillon
CRD#: 2853217
1301 Second Avenue, 18th Floor, Seattle, WA 98101
96
Wealthminder
score

Michele Dillon (CRD# 2853217) is an Investment Advisor Representative working at Russell Investments in Seattle, WA and has over 21 years of experience in the finance industry.

4
Scott J. Hamill
CRD#: 1210165
Cranberry Township, PA
96
Wealthminder
score

Scott Hamill (CRD# 1210165) is an Investment Advisor Representative working at Russell Investments in Cranberry Township, PA and has over 22 years of experience in the finance industry. Scott Hamill 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.

5
Lesley P. Parrish
CRD#: 5673542
1301 Second Avenue, 18th Floor, Seattle, WA 98101
96
Wealthminder
score

Lesley Parrish (CRD# 5673542) is an Investment Advisor Representative working at Russell Investments in Seattle, WA and has over 6 years of experience in the finance industry. Lesley Parrish 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.

6
Sophie-charlotte N. Antal Gilbert
CRD#: 4456515
1301 Second Avenue, 18th Floor, Seattle, WA 98101
93
Wealthminder
score

Sophie-charlotte Antal Gilbert (CRD# 4456515) is an Investment Advisor Representative working at Russell Investments in Seattle, WA and has over 6 years of experience in the finance industry.

7
David Archer
CRD#: 2553640
1095 Avenue Of The Americas, 14th Floor, New York, NY 10036
93
Wealthminder
score

David Archer (CRD# 2553640) is an Investment Advisor Representative working at Russell Investments in New York, NY and has over 23 years of experience in the finance industry.

8
Thomas J. Backstrom
CRD#: 4217557
1301 Second Avenue, 18th Floor, Seattle, WA 98101
93
Wealthminder
score

Thomas Backstrom (CRD# 4217557) is an Investment Advisor Representative working at Russell Investments in Seattle, WA and has over 17 years of experience in the finance industry.

9
Thomas A. Bakamus
CRD#: 5779874
1301 Second Avenue, 18th Floor, Seattle, WA 98101
93
Wealthminder
score

Thomas Bakamus (CRD# 5779874) is an Investment Advisor Representative working at Russell Investments in Seattle, WA and has over 6 years of experience in the finance industry.

10
Billie J. Baker
CRD#: 5187799
100 E Wisconsin Ave Ste 1550, Milwaukee, WI 53202
93
Wealthminder
score

Billie Baker (CRD# 5187799) is an Investment Advisor Representative working at Russell Investments in Milwaukee, WI and has over 6 years of experience in the finance industry.

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