RIA IntelAdvisersArizonaHARRIS INVESTMENT ADVISORS LLC

HARRIS INVESTMENT ADVISORS LLC

Advisory

SCOTTSDALE, AZ

Data as of Apr 3, 2026 · Source: SEC Form ADV

Average account
$322K
across 87 accounts
AUM per adviser
$28M
1 advisers

Source: SEC Form ADV. Figures as filed Apr 3, 2026.

Total AUM
$28M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$28M
Discretionary AUM$28M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients87
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, CA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

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

INVESTMENT TRENDS CAPITAL GROUP LLC
$28M
UNIVERSAL WEALTH MANAGEMENT LLC
SURPRISE, AZ
$28M
TACTICAL TAX WEALTH MANAGEMENT, LLC
PHOENIX, AZ
$28M
INVESTMENT ADVISORS OF AMERICA, L.L.C.
PHOENIX, AZ
$28M
-38.7% 1Y
ASSOCIATED PROFESSIONAL INVESTMENTS, LLC
MESA, AZ
$28M
+2.0% 1Y
BABIN WEALTH MANAGEMENT LLC
SCOTTSDALE, AZ
$29M

Get the full picture on HARRIS INVESTMENT ADVISORS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track HARRIS INVESTMENT ADVISORS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans