HIGHLAND FINANCIAL ADVISORS, LLC
CRD #125838 SEC #801-64369 WAYNE, NJ 973-557-2933
SEC Registered
Total AUM
$503.8M
Discretionary
$503.8M
Employees
12
Clients
251
Accounts
1,036
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $503.8M | $503.8M | $0 | 12 | 1 |
| Mar 2025 | $503.8M | $503.8M | $0 | 12 | 1 |
| Mar 2024 | $430.4M | $430.4M | $0 | 12 | 1 |
| Mar 2023 | $332.9M | $332.9M | $0 | 11 | 1 |
| Mar 2022 | $377.8M | $377.8M | $0 | 7 | 2 |
| Jun 2021 | $363.1M | $363.1M | $0 | 7 | 8 |
| Mar 2021 | $363.1M | $363.1M | $0 | 7 | 8 |
| Jul 2020 | $239.7M | $239.7M | $0 | 7 | 7 |
| Jun 2020 | $239.7M | $239.7M | $0 | 7 | 7 |
| Mar 2020 | $239.7M | $239.7M | $0 | 7 | 7 |
| Mar 2019 | $196.6M | $196.6M | $0 | 7 | 6 |
| Mar 2018 | $213.8M | $213.8M | $0 | 7 | 6 |
| Mar 2017 | $190.1M | $190.1M | $0 | 6 | 200 |
| Jun 2016 | $203.9M | $193.7M | $10.1M | 6 | 200 |
| Mar 2016 | $203.9M | $193.7M | $10.1M | 7 | 200 |
| Apr 2015 | $200.6M | $200.6M | $0 | 8 | 200 |
| Mar 2014 | $176M | $176M | $0 | 6 | 100 |
| May 2013 | $157.7M | $157.7M | $0 | 6 | 135 |
| Apr 2013 | $157.7M | $157.7M | $0 | 6 | 135 |
| Mar 2013 | $157.7M | $157.7M | $0 | 6 | 135 |
| Mar 2012 | $137M | $137M | $0 | 1 | 135 |
| Aug 2011 | $125M | $125M | $0 | 5 | -- |
| Jun 2011 | $125M | $125M | $0 | 5 | -- |
| Feb 2011 | $125M | $125M | $0 | 5 | -- |
| Dec 2010 | $93.3M | $93.3M | $0 | 5 | -- |
| Mar 2010 | $93.3M | $93.3M | $0 | 5 | -- |
| May 2009 | $70M | $61M | $9M | 5 | -- |
| Mar 2008 | $78.2M | $78.2M | $0 | 5 | -- |
| Nov 2007 | $63M | $35M | $28M | 5 | -- |
| Jun 2005 | $42M | $0 | $42M | 5 | -- |
| Jun 2005 | $42M | $0 | $42M | 5 | -- |
| May 2005 | $42M | $0 | $42M | 5 | -- |
DateAug 2025
Total AUM$503.8M
Discretionary$503.8M
Non-Disc.$0
Employees12
Clients1
DateMar 2025
Total AUM$503.8M
Discretionary$503.8M
Non-Disc.$0
Employees12
Clients1
DateMar 2024
Total AUM$430.4M
Discretionary$430.4M
Non-Disc.$0
Employees12
Clients1
DateMar 2023
Total AUM$332.9M
Discretionary$332.9M
Non-Disc.$0
Employees11
Clients1
DateMar 2022
Total AUM$377.8M
Discretionary$377.8M
Non-Disc.$0
Employees7
Clients2
DateJun 2021
Total AUM$363.1M
Discretionary$363.1M
Non-Disc.$0
Employees7
Clients8
DateMar 2021
Total AUM$363.1M
Discretionary$363.1M
Non-Disc.$0
Employees7
Clients8
DateJul 2020
Total AUM$239.7M
Discretionary$239.7M
Non-Disc.$0
Employees7
Clients7
DateJun 2020
Total AUM$239.7M
Discretionary$239.7M
Non-Disc.$0
Employees7
Clients7
DateMar 2020
Total AUM$239.7M
Discretionary$239.7M
Non-Disc.$0
Employees7
Clients7
DateMar 2019
Total AUM$196.6M
Discretionary$196.6M
Non-Disc.$0
Employees7
Clients6
DateMar 2018
Total AUM$213.8M
Discretionary$213.8M
Non-Disc.$0
Employees7
Clients6
DateMar 2017
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees6
Clients200
DateJun 2016
Total AUM$203.9M
Discretionary$193.7M
Non-Disc.$10.1M
Employees6
Clients200
DateMar 2016
Total AUM$203.9M
Discretionary$193.7M
Non-Disc.$10.1M
Employees7
Clients200
DateApr 2015
Total AUM$200.6M
Discretionary$200.6M
Non-Disc.$0
Employees8
Clients200
DateMar 2014
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees6
Clients100
DateMay 2013
Total AUM$157.7M
Discretionary$157.7M
Non-Disc.$0
Employees6
Clients135
DateApr 2013
Total AUM$157.7M
Discretionary$157.7M
Non-Disc.$0
Employees6
Clients135
DateMar 2013
Total AUM$157.7M
Discretionary$157.7M
Non-Disc.$0
Employees6
Clients135
DateMar 2012
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees1
Clients135
DateAug 2011
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$93.3M
Discretionary$93.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$93.3M
Discretionary$93.3M
Non-Disc.$0
Employees5
Clients--
DateMay 2009
Total AUM$70M
Discretionary$61M
Non-Disc.$9M
Employees5
Clients--
DateMar 2008
Total AUM$78.2M
Discretionary$78.2M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$63M
Discretionary$35M
Non-Disc.$28M
Employees5
Clients--
DateJun 2005
Total AUM$42M
Discretionary$0
Non-Disc.$42M
Employees5
Clients--
DateJun 2005
Total AUM$42M
Discretionary$0
Non-Disc.$42M
Employees5
Clients--
DateMay 2005
Total AUM$42M
Discretionary$0
Non-Disc.$42M
Employees5
Clients--