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HARRISON STREET ADVISORS, LLC

CHICAGO, IL · CRD 157983 · IAPD ↗ · harrisonst.com · 312-920-0500

$20.18BRegulatory AUM
225Advisory reps
321Employees
22Clients
n/aPlanning clients
3Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — HARRISON STREET ADVISORS, LLC grew from 209 to 225 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2025 — HARRISON STREET ADVISORS, LLC shrank from 254 to 209 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2025 — HARRISON STREET ADVISORS, LLC added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — HARRISON STREET ADVISORS, LLC now reports custody of client assets ($1.36B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
32
April 2024 — HARRISON STREET ADVISORS, LLC notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2024 — HARRISON STREET ADVISORS, LLC added office(s): 6 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — HARRISON STREET ADVISORS, LLC grew from 233 to 254 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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