Russell Investments

Registered investment adviser · Seattle, WA · CRD #37550

Form ADV data as of 2026-09-01

Regulatory assets

$35.03 billion

Total accounts

116

Employees

580

Disclosure events

Firm details

Website: https://russellinvestments.com
Telephone: 206-505-7877
SEC file number: 801-56576
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	$35.03 billion
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$35.03 billion
Discretionary accounts	116
Non-discretionary accounts	0
Total accounts	116
Regulatory assets under management attributable to non-U.S. persons	$4.19 billion

People

Total employees (excluding clerical)	580
Employees performing investment advisory functions (including research)	126
Employees who are registered representatives of a broker-dealer	206
Employees registered as investment adviser representatives with a state	80
Employees registered as IARs for another investment adviser	80
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

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	$1.17 billion
Clients for whom the firm has custody	3
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	$20.68 billion
Clients for whom a related person has custody	47
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	6

How the firm is compensated

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

Advisory services offered

Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)

Other business activities

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)	53	$21.96 billion
Pension and profit sharing plans (not the participants or government plans)	37	$12.70 billion
Charitable organizations	3	$0
State or municipal government entities (including government pension plans)	5	$0
Other investment advisers	1	$0
Insurance companies	1	$220.4 million
Corporations or other businesses not listed above	1	$0
Other	4	$156.0 million