A complete list of active advisors currently associated with Harris & Associates

Warmer can help you find a great advisor at Harris & Associates or one who fits your needs even better.

Harris & Associates provides investment advisory and consulting services to individuals and families as well as to trusts, estates, charitable organizations and corporate clients. Services include discretionary portfolio management, financial planning and executive benefit plan design, enrollment and administration for both qualified and non-qualified plans. The firm combines Modern Portfolio Theory with active portfolio management, employing diversified allocations to mutual funds, ETFs, separate accounts, alternative investments and risk‑transfer products to reduce unsystematic risk. Portfolios are reviewed through an Enhanced Tactical Management (ETM) process that generates weekly trailing performance reports to support tactical adjustments, with formal reviews at least annually. Compared with many solo independent advisers, the firm’s client mix and service set are broader than typical: it explicitly serves charitable and corporate clients and provides portfolio management for institutional arrangements as well as executive benefits consulting (deferred compensation, SERPs, plan administration). The brochure also discloses that firm personnel hold broker‑dealer and insurance licenses and may recommend commissionable products, with policies in place to manage those potential conflicts under the firm’s fiduciary obligations.

To learn more about the advisors currently working at Harris & Associates, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
David Harris	Manhattan Beach, CA	34

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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