Everett Harris & Co
Los Angeles, CA·SEC-registered · CRD #106830
Everett Harris & Co is an SEC-registered investment advisory firm in Los Angeles, CA managing $12B across 1.9k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$12B
Client accounts
1.9k
Advisory staff
13
Fee model
Fee-based
How Everett Harris & Co is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Everett Harris & Co
How much does Everett Harris & Co manage?
Per its most recent SEC Form ADV filing (03/09/2026), Everett Harris & Co reports $12B in regulatory assets under management across roughly 1.9k client accounts.
How does Everett Harris & Co charge?
Everett Harris & Co is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Everett Harris & Co a fiduciary?
Yes. Everett Harris & Co is registered with the U.S. Securities and Exchange Commission (CRD #106830), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Everett Harris & Co taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Everett Harris & Co and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Los Angeles, CA
Profile compiled from Everett Harris & Co's public SEC Form ADV filing (CRD #106830, filed 03/09/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Everett Harris & Co. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Everett Harris & Co? Claim this profile.