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HARBOR CAPITAL ADVISORS, INC.

CHICAGO, IL · CRD 113042 · IAPD ↗ · (312) 443-4400

$67.64BRegulatory AUM
25Advisory reps
240Employees
12Clients
n/aPlanning clients
1Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2025 — HARBOR CAPITAL ADVISORS, INC. notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — HARBOR CAPITAL ADVISORS, INC. reported RAUM up 28% ($50.55B -> $64.79B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — HARBOR CAPITAL ADVISORS, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
April 2024 — HARBOR CAPITAL ADVISORS, INC. reported RAUM up 30% ($38.76B -> $50.55B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.