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HIGHLAND FINANCIAL ADVISORS, LLC
CRD 125838File 801-64369
APPROVED
Retail clients
Custody
Filing as of Jun 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$640.0M
Above cohort median (national)
Discretionary AUM
$640.0M
Clients
361
1,151 accounts
Employees
12
Above cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 23, 2005
- Principal office
- 1680 ROUTE 23, SUITE 210, WAYNE, NJ, 07470
- Phone
- 973-557-2933
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $640.0M
- Discretionary AUM
- $640.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,151
- Non-discretionary accounts
- 0
- Total accounts
- 1,151
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $3.2M |
| High net worth individuals | 139 | $510.1M |
| Pension and profit sharing plans | 33 | $56.0M |
| Individuals (other than high net worth individuals) | 189 | $70.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.