RIA IntelAdvisersCaliforniaBRIAN HARRIS INC.

BRIAN HARRIS INC.

Advisory

CA

Data as of May 18, 2026 · Source: SEC Form ADV

Rank in CA
#4,561
of 5,480 advisers by AUM
Average account
$935K
across 13 accounts
AUM per adviser
$12M
1 advisers

Source: SEC Form ADV. Figures as filed May 18, 2026.

Total AUM
$12M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$12M
Discretionary AUM$12M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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-83.7% 1Y
CSI WEALTH MANAGEMENT
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GOLDEN, KENNETH HAROLD
$12M
THOMAS INVESTMENT ADVISORS LLC
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$12M
ULIVI, RICARDO MARTIN
ORANGE, CA
$12M

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