SEC Form ADV

HERITAGE FINANCIAL COUNSELORS, LLC

Firm profile: Heritage Financial Counselors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNJ

$235.9M

Assets Under Management

425

Total Clients

Employees

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Registration Details

Accession: CRD-288232
Location: BEDMINSTER, NJ
Filing Date: March 31, 2026
AUM: $235.9M
Total Clients: 425
Employees: 5
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

HERITAGE FINANCIAL COUNSELORS, LLC is a registered investment adviser headquartered in BEDMINSTER, NJ, managing approximately $235.9M in assets across 425 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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