INGHAM RUSSELL INVESTMENT ADVISORS INC
DBA: INGHAM RETIREMENT GROUP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.62B |
| Discretionary | $983.9M38% of AUM |
| Non-Discretionary | $1.63B |
| Client Accounts | 1,056 |
| Avg Account Size | $2.5M |
| Employees | 10 |
| Peak AUM | $2.62BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.6B | +13.0% | +9.3% | +2.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $2.62B |
| Discretionary | $983.9M |
| Employees | 10 |
| Client Accounts | 1056 |
| Client Range | 26-50 |
Contact & Location
Address
9350 SOUTH DIXIE HIGHWAY
MIAMI FL 33156
Phone
305-671-2200
Filing History
51 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$984M
37.6% of AUM
Non-Discretionary
$1.6B
62.4% of AUM
Disc. mix ▲ 1.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Related Entities (Item 7)
Broker-DealerInvestment AdviserPension Consultant