Heritage Financial Counselors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bedminster, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $236M in regulatory assets under management, 5 employees, 1 office, and 425 accounts.
Assets Under Management
$236M
Employees
5
Offices
1 office
Total Clients
143
Primary office
BEDMINSTER, NJ
442 MAIN STREET (ROUTE 202), BEDMINSTER, NJ, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.1% of total clients.
Top client categories% of clientsClients
1
Individuals
53.1%
76
2
HNWI
46.9%
67
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$236Mas of March 31, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$236M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$236M
Total Accounts425
10Y AUM Change+$236M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee29:1
10Y Employee Change+3 (+150.0%)
* 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.