Highland Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wayne, NJ. Its latest Form ADV filing, dated March 3, 2026, reports $640M in regulatory assets under management, 12 employees, and 1,151 accounts.
Assets Under Management
$640M
Employees
12
Offices
--
Total Clients
361
Primary office
WAYNE, NJ
1680 ROUTE 23, SUITE 210, WAYNE, NJ, United States
Top client segmentIndividuals represent 52.4% of total clients.
Top client categories% of clientsClients
1
Individuals
52.4%
189
2
HNWI
38.5%
139
3
Pension Plans
9.1%
33
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$640Mas of March 3, 2026
Discretionary100.0%
$640M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$640M
Total Accounts1,151
10Y AUM Change+$450M (+236.7%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee30:1
10Y Employee Change+6 (+100.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.