A complete list of active advisors currently associated with Harris Investment Advisors LLC

Warmer can help you find a great advisor at Harris Investment Advisors LLC or one who fits your needs even better.

Harris Investment Advisors provides fee-based advisory services to individuals, trusts, and estates, including ongoing investment management, financial planning, and limited-scope consulting. The firm reports approximately $28 million in discretionary assets under management across about 87 client relationships and generally charges asset-based advisory fees, with fixed fees for planning and hourly rates for limited consulting. The investment process is planning-driven and individualized, beginning with a review of objectives, existing holdings, cash flow, tax considerations, liquidity needs, time horizon, and risk tolerance to identify planning and portfolio issues. Portfolios are typically constructed using long-term, diversified asset-allocation strategies and may include ETFs, mutual funds, equities, fixed income, cash equivalents, annuities, and, for certain clients, option strategies with periodic rebalancing and income-oriented approaches where appropriate. The firm discloses several affiliations that are uncommon for similarly sized independent advisers: the principal operates a separate insurance agency (devoting approximately 5% of his time) and is principal of a separate registered investment adviser that operates independently (devoting approximately 20% of his time), with shared office space but separate books, records, and client relationships. Harris Investment Advisors also maintains a legacy relationship with a third‑party wrap-fee program sponsored by Financial Engines for existing clients (it does not sponsor or offer that program to new clients) and states these arrangements and insurance compensation are managed through disclosure, separate agreements, and periodic review of appropriateness.

To learn more about the advisors currently working at Harris Investment Advisors LLC, 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.