Insights

Acquisition Opportunity Harris Financial Advisors was acquired by EP Wealth Advisors in November 2020 for $535M, signaling a potential need for post-merger integration services, client transition strategies, and scalable wealth-tech solutions to align expanded platforms.

Small Firm Growth With a revenue profile under $1M and a 11-50 employee base, Harris presents opportunities for scalable white-label or outsourced technology, operations outsourcing, and advisory workflow automation to support growth without large headcount increases.

Fiduciary Focus The firm emphasizes transparent, client-centric, fiduciary-driven advice, suggesting potential demand for compliant financial planning tools, automated compliance monitoring, and client engagement platforms that reinforce trust and regulatory alignment.

Tech Stack Modernization Current technologies include WordPress and analytics/tools stack; opportunities exist to modernize client portals, enhance cybersecurity posture, and implement integrated CRM and portfolio management integrations to improve efficiency and experience.

Talent Growth Past hires and leadership changes (associate advisor hire and CFA president) indicate a culture of expanding expertise; sales can target hiring-focused HR solutions, continuing education, and advisor recruitment services to support strategic scaling.

Similar companies to Harris Financial Advisors, Inc.

Harris Financial Advisors, Inc. Tech Stack

Harris Financial Advisors, Inc. uses 8 technology products and services including WordPress, Font Awesome, Twemoji, and more. Explore Harris Financial Advisors, Inc.'s tech stack below.

  • Content Management System
  • Font Awesome
    Font Scripts
  • Twemoji
    Font Scripts
  • jQuery UI
    Javascript Libraries
  • Google Maps
    Maps
  • Real User Monitoring
  • MediaElement.js
    Video Players
  • Google Analytics
    Web Analytics

Harris Financial Advisors, Inc.'s Email Address Formats

Harris Financial Advisors, Inc. uses at least 3 email formats:
Harris Financial Advisors, Inc. Email FormatsExamplePercentage
First@harrisfinancial.netJohn@harrisfinancial.net
67%
First.Last@harrisfinancial.netJohn.Doe@harrisfinancial.net
22%
FLast@harrisfinancial.netJDoe@harrisfinancial.net
11%

Frequently Asked Questions

What is Harris Financial Advisors, Inc.'s phone number?

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You can contact Harris Financial Advisors, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Harris Financial Advisors, Inc.'s official website and social media links?

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Harris Financial Advisors, Inc.'s official website is harrisfinancial.net and has social profiles on LinkedIn.

How much revenue does Harris Financial Advisors, Inc. generate?

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As of July 2026, Harris Financial Advisors, Inc.'s annual revenue is estimated to be <$1M.

What is Harris Financial Advisors, Inc.'s NAICS code?

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Harris Financial Advisors, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Harris Financial Advisors, Inc. have currently?

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As of July 2026, Harris Financial Advisors, Inc. has approximately 13 employees across 1 continents, including North America. Key team members include President: R. H. and Certified Financial Planner: C. R. Explore Harris Financial Advisors, Inc.'s employee directory with LeadIQ.

What industry does Harris Financial Advisors, Inc. belong to?

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Harris Financial Advisors, Inc. operates in the Financial Services industry.

What technology does Harris Financial Advisors, Inc. use?

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Harris Financial Advisors, Inc.'s tech stack includes WordPress, Font Awesome, Twemoji, jQuery UI, Google Maps, New Relic, MediaElement.js and Google Analytics.

What is Harris Financial Advisors, Inc.'s email format?

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Harris Financial Advisors, Inc.'s email format typically follows the pattern of First@harrisfinancial.net. Find more Harris Financial Advisors, Inc. email formats with LeadIQ.

When was Harris Financial Advisors, Inc. founded?

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Harris Financial Advisors, Inc. was founded in 1992.
Harris Financial Advisors, Inc. logo

Harris Financial Advisors, Inc.

Financial ServicesCalifornia, United States11-50 Employees

Harris Financial Advisors, Inc. operates in the financial services sector, offering portfolio design and strategic wealth management aimed at helping clients achieve financial confidence and reach life milestones with transparent, unbiased guidance. The firm emphasizes fiduciary responsibility, prioritizing clients’ best interests and delivering practical, real-world solutions to complex financial planning needs for individuals seeking stability and long-term financial well-being. Based in Torrance, California, the company has a multi-generational team with diverse expertise, and its approach blends technical expertise with a client-service orientation. The organization serves clients through a discussion of goals and obstacles, supporting them as they pursue attainable financial aspirations, with an emphasis on maintaining clarity and trust in the advisory relationship. A notable development in the firm’s history includes its acquisition by EP Wealth Advisors in late 2020, reflecting a broader consolidation activity within the industry.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1992
Employees
11-50

Section iconFunding & Financials

  • <$1M

    Harris Financial Advisors, Inc.'s revenue is estimated to be in the range of <$1M

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