Harris Associates LP

Harris Associates LP (CRD# 106960) is a financial advisory firm headquartered in Chicago, IL. They manage $108,520,981,229 in 2,360 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    108,521
    MILLION
  • Total Number of Accounts
    2,360
    ACCOUNTS
  • Average Account Value
    $45,983,467
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Harris Associates LP
Showing 1 - 5 of 5 top financial advisors.
1
Michael J. Mangan
CRD#: 1902866
2 N. Lasalle Street, Suite 500, Chicago, IL 60602
96
Wealthminder
score

Michael Mangan (CRD# 1902866) is an Investment Advisor Representative working at Harris Associates LP in Chicago, IL and has over 24 years of experience in the finance industry.

2
Jay R. Bornstein
CRD#: 3184198
111 S. Wacker Drive, Suite 4600, Chicago, IL 60606
93
Wealthminder
score

Jay Bornstein (CRD# 3184198) is an Investment Advisor Representative working at Harris Associates LP in Chicago, IL and has over 17 years of experience in the finance industry.

3
Robert M. Levy
CRD#: 1390920
2 N. Lasalle Street, Suite 500, Chicago, IL 60602
93
Wealthminder
score

Robert Levy (CRD# 1390920) is an Investment Advisor Representative working at Harris Associates LP in Chicago, IL and has over 24 years of experience in the finance industry.

4
Clyde S. McGregor
CRD#: 1649203
2 N. Lasalle Street, Suite 500, Chicago, IL 60602
93
Wealthminder
score

Clyde McGregor (CRD# 1649203) is an Investment Advisor Representative working at Harris Associates LP in Chicago, IL and has over 25 years of experience in the finance industry.

5
Diane L. Mustain
CRD#: 4335413
2 N. Lasalle Street, Suite 500, Chicago, IL 60602
87
Wealthminder
score

Diane Mustain (CRD# 4335413) is an Investment Advisor Representative working at Harris Associates LP in Chicago, IL and has 1 year of experience in the finance industry.

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