Harris Nydick is a founding partner and Managing Member of CFS Investment Advisory Services, LLC and has been advising institutions, retirement plans, high net worth individuals and families for over 36 years. He is a featured speaker at national industry conferences on 401(k) and retirement plan subjects and has been featured in television, radio, print and electronic media on a variety of financial topics.
Harris is the co-author of “Common Financial Sense,” a former number one Amazon bestselling book about simple strategies for successful 401(k) and 403(b) retirement plan investing.
From 2011 to 2019 and 2021, Barron’s has recognized Harris as one of the top advisors in the country. In 2015, 2016, 2018 and 2020, The Financial Times has recognized Harris as one of the 401 Best Retirement Plan Advisors in the U.S. In 2015, 2016, 2018, 2019 and 2020, The Financial Times selected CFS as one of the 300 Best Investment Advisors in the U.S., as well. Since 2017, CFS has been recognized as one of the Top Defined Contribution Advisor Firms by the National Association of Plan Advisors. In 2018 and 2020, PlanSponsor magazine recognized CFS as one of the Top 100 Retirement Plan Advisors in the U.S. and Harris is recognized by Forbes Best-In-State as one of the top wealth advisors in the country.
Harris currently serves on the Investment Committee of the American Liver Foundation. He is the Treasurer of the Jewish Community Foundation of Greater MetroWest NJ and has previously served on the New Jersey Office of Attorney Ethics Committee and as an adjunct faculty member of Fairleigh Dickinson University.
A graduate of Syracuse University, Harris has a dual degree from The Whitman School of Management and The Newhouse School of Public Communications. He then went on to become a Certified Financial Planner™ professional and earned the Accredited Investment Fiduciary Analyst® designation.
The Barron's Top 1,200 Advisors rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.
The Financial Times 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (April 2020). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. Over 750 qualified firms applied for the award, 300 of which were selected (40%). This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.