Harris | Oakmark
Chicago, IL·SEC-registered · CRD #106960
Harris | Oakmark is an SEC-registered investment advisory firm in Chicago, IL managing $109B across 2.4k client accounts, with 43 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$109B
Client accounts
2.4k
Advisory staff
43
Fee model
Fee-based
How Harris | Oakmark 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 Harris | Oakmark
How much does Harris | Oakmark manage?
Per its most recent SEC Form ADV filing (03/31/2026), Harris | Oakmark reports $109B in regulatory assets under management across roughly 2.4k client accounts.
How does Harris | Oakmark charge?
Harris | Oakmark 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 Harris | Oakmark a fiduciary?
Yes. Harris | Oakmark is registered with the U.S. Securities and Exchange Commission (CRD #106960), 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 Harris | Oakmark 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 Harris | Oakmark and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Harris | Oakmark's public SEC Form ADV filing (CRD #106960, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Harris | Oakmark. 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 Harris | Oakmark? Claim this profile.