This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-31-1997
- Office Locations
- 1
Office Locations
About Harris & Associates
Harris & Associates is a Manhattan Beach, CA-based financial planning and wealth management firm providing investment management, executive benefits, and insurance guidance. The firm custom-tailors programs to help clients grow, protect, and conserve wealth, with an emphasis on disciplined portfolio management. Portfolios are ETF-centric, and the firm commonly custodies with Charles Schwab and Vanguard.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 61 clients, or 61 clients per representative. That equates to $624.9K in reported AUM per client.
The profile lists 1 reported office location and 28 years in operation. The source data was last updated on January 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Harris & Associates's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Harris & Associates record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID LOUIS HARRIS PHD
Chief Compliance Officer, President
- CRD
- #2288252
- Ownership
- 75% or more
BENJAMIN GRAY HARRIS
Associate, DIRECTOR, Secretary, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,117,469 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,117,469 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Harris & Associates has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
Continue browsing