Russell Investments

Registered investment adviser · Seattle, WA · CRD #329

Form ADV data as of 2026-09-01

Regulatory assets

$81.09 billion

Total accounts

146

Employees

569

Disclosure events

Firm details

Website: https://www.linkedin.com/company/russell-investments
Telephone: 206-505-7877
SEC file number: 801-60335
Most recent Form ADV filing: 2026-03-31
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$81.09 billion
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$81.09 billion
Discretionary accounts	146
Non-discretionary accounts	0
Total accounts	146
Regulatory assets under management attributable to non-U.S. persons	$763.6 million

People

Total employees (excluding clerical)	569
Employees performing investment advisory functions (including research)	115
Employees who are registered representatives of a broker-dealer	205
Employees registered as investment adviser representatives with a state	79
Employees registered as IARs for another investment adviser	79
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	1

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$0
Clients for whom the firm has custody	0
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$19.99 billion
Clients for whom a related person has custody	34
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	2

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)CommissionsPerformance-based feesOther

Advisory services offered

Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsOther

Other business activities

Broker-dealer (registered or unregistered)Commodity pool operator or commodity trading advisor

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Commodity pool operator or commodity trading advisorBanking or thrift institutionTrust companyPension consultantSponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest
Executes agency cross transactions involving advisory client securities
Recommends securities for which it serves as underwriter or general partner
Recommends securities in which it has another sales interest
Brokers or dealers selected under 8.C.(3) are related persons
Recommends brokers or dealers to clients
Brokers or dealers recommended under 8.E. are related persons
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Pooled investment vehicles (other than investment companies and BDCs)	38	$231.4 million
Pension and profit sharing plans (not the participants or government plans)	30	$18.81 billion
Charitable organizations	14	$9.56 billion
State or municipal government entities (including government pension plans)	24	$52.05 billion
Other investment advisers	10	$232.3 million
Insurance companies	2	$203.3 million