RIA Intel›Advisers›Wisconsin›HARRIS FINANCIAL SERVICES, INC.

HARRIS FINANCIAL SERVICES, INC.

Advisory

OSHKOSH, WI

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in WI

#332

of 354 advisers by AUM

Average account

$796K

across 54 accounts

AUM per adviser

$43M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$43M

Discretionary AUM$43M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients54

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InWI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

54 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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