Value of an adviser

Your value is in the numbers

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We know advisers offer substantial value to their clients, but most of this intricate work happens behind the scenes, making it hard for clients to appreciate. Our Value of an Adviser Report and tools are designed to help advisers articulate and investors understand the full value of an adviser's services.

The formula

Cumulative value of the various services offered by a typical financial adviser

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Let us help you demonstrate the value of advice

We focus on the value of financial advisers. Your clients are your most persuasive advocates. Helping them understand the value you deliver is key.

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Client relationships are your most valuable assets

Additional resources to help shape your conversation with clients.

Adviser resources

Russell Investments is committed to ensuring digital accessibility for people with disabilities. We are continually improving the user experience for everyone, and applying the relevant accessibility standards.

Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.

Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the "FTSE RUSSELL" brand.