HERITAGE FINANCIAL SERVICES, LLC
Legal name: HERITAGE FINANCIAL SERVICES
CRD #127268 SEC #801-64494 WESTWOOD, MA 781-255-0214
SEC Registered
Total AUM
$3B
Discretionary
$3B
Employees
49
Clients
--
Accounts
6,481
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $3B | $3B | $0 | 49 | 0 |
| Nov 2025 | $3B | $3B | $0 | 49 | 0 |
| Jul 2025 | $3B | $3B | $0 | 49 | 0 |
| May 2025 | $3B | $3B | $0 | 49 | 0 |
| Mar 2025 | $3B | $3B | $0 | 49 | 0 |
| Mar 2024 | $2.5B | $2.5B | $0 | 44 | 0 |
| Oct 2023 | $1.9B | $1.9B | $0 | 40 | 0 |
| Apr 2023 | $1.9B | $1.9B | $0 | 40 | 0 |
| Mar 2023 | $1.9B | $1.9B | $0 | 40 | 0 |
| Mar 2023 | $1.9B | $1.9B | $0 | 40 | 0 |
| Dec 2022 | $1.9B | $1.9B | $0 | 37 | 0 |
| Sep 2022 | $2.2B | $2.2B | $0 | 37 | 0 |
| Jul 2022 | $2.2B | $2.2B | $0 | 37 | 0 |
| Jun 2022 | $2.2B | $2.2B | $0 | 37 | 0 |
| Mar 2022 | $2.2B | $2.2B | $0 | 37 | 0 |
| Mar 2022 | $2.2B | $2.2B | $0 | 37 | 0 |
| Aug 2021 | $1.8B | $1.8B | $0 | 34 | 0 |
| Mar 2021 | $1.8B | $1.8B | $0 | 34 | 0 |
| Mar 2021 | $1.8B | $1.8B | $0 | 34 | 0 |
| Nov 2020 | $1.6B | $1.6B | $0 | 32 | 0 |
| Sep 2020 | $1.6B | $1.6B | $0 | 32 | 0 |
| Jun 2020 | $1.6B | $1.6B | $0 | 32 | 0 |
| Mar 2020 | $1.6B | $1.6B | $0 | 32 | 0 |
| Mar 2019 | $1.4B | $1.4B | $0 | 32 | 0 |
| Oct 2018 | $1.4B | $1.4B | $0 | 29 | 0 |
| Aug 2018 | $1.4B | $1.4B | $0 | 29 | 0 |
| Mar 2018 | $1.4B | $1.4B | $0 | 29 | 0 |
| Apr 2017 | $1.2B | $1.2B | $0 | 27 | 800 |
| Mar 2017 | $1.2B | $1.2B | $0 | 27 | 800 |
| Dec 2016 | $1B | $1B | $0 | 24 | 724 |
| Sep 2016 | $1B | $1B | $0 | 24 | 724 |
| Mar 2016 | $1B | $1B | $0 | 24 | 724 |
| Mar 2016 | $1B | $1B | $0 | 24 | 724 |
| Mar 2015 | $956M | $956M | $0 | 22 | 681 |
| Mar 2014 | $837.4M | $837.4M | $0 | 18 | 658 |
| Mar 2014 | $837.4M | $837.4M | $0 | 18 | 658 |
| Jan 2014 | $732.6M | $732.6M | $0 | 15 | 679 |
| Mar 2013 | $732.6M | $732.6M | $0 | 15 | 679 |
| Jan 2013 | $624.6M | $624.6M | $0 | 16 | 600 |
| Aug 2012 | $624.6M | $624.6M | $0 | 11 | 600 |
| Mar 2012 | $624.6M | $624.6M | $0 | 11 | 600 |
| Nov 2011 | $613.8M | $613.8M | $0 | 11 | 600 |
| Aug 2011 | $613.8M | $613.8M | $0 | -- | -- |
| Apr 2011 | $613.8M | $613.8M | $0 | -- | -- |
| Jul 2009 | $356.9M | $356.9M | $0 | -- | -- |
| Jul 2009 | $356.9M | $356.9M | $0 | -- | -- |
| Feb 2008 | $395.1M | $395.1M | $0 | 5 | -- |
| May 2007 | $269.6M | $269.6M | $0 | 5 | -- |
| Feb 2007 | $269.6M | $269.6M | $0 | 5 | -- |
| Feb 2006 | $174.6M | $174.6M | $0 | 5 | -- |
| Nov 2005 | $150M | $150M | $0 | 5 | -- |
| Sep 2005 | $150M | $150M | $0 | 5 | -- |
DateNov 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees49
Clients0
DateNov 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees49
Clients0
DateJul 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees49
Clients0
DateMay 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees49
Clients0
DateMar 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees49
Clients0
DateMar 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees44
Clients0
DateOct 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees40
Clients0
DateApr 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees40
Clients0
DateMar 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees40
Clients0
DateMar 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees40
Clients0
DateDec 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees37
Clients0
DateSep 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees37
Clients0
DateJul 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees37
Clients0
DateJun 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees37
Clients0
DateMar 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees37
Clients0
DateMar 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees37
Clients0
DateAug 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees34
Clients0
DateMar 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees34
Clients0
DateMar 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees34
Clients0
DateNov 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees32
Clients0
DateSep 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees32
Clients0
DateJun 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees32
Clients0
DateMar 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees32
Clients0
DateMar 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees32
Clients0
DateOct 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees29
Clients0
DateAug 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees29
Clients0
DateMar 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees29
Clients0
DateApr 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees27
Clients800
DateMar 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees27
Clients800
DateDec 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees24
Clients724
DateSep 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees24
Clients724
DateMar 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees24
Clients724
DateMar 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees24
Clients724
DateMar 2015
Total AUM$956M
Discretionary$956M
Non-Disc.$0
Employees22
Clients681
DateMar 2014
Total AUM$837.4M
Discretionary$837.4M
Non-Disc.$0
Employees18
Clients658
DateMar 2014
Total AUM$837.4M
Discretionary$837.4M
Non-Disc.$0
Employees18
Clients658
DateJan 2014
Total AUM$732.6M
Discretionary$732.6M
Non-Disc.$0
Employees15
Clients679
DateMar 2013
Total AUM$732.6M
Discretionary$732.6M
Non-Disc.$0
Employees15
Clients679
DateJan 2013
Total AUM$624.6M
Discretionary$624.6M
Non-Disc.$0
Employees16
Clients600
DateAug 2012
Total AUM$624.6M
Discretionary$624.6M
Non-Disc.$0
Employees11
Clients600
DateMar 2012
Total AUM$624.6M
Discretionary$624.6M
Non-Disc.$0
Employees11
Clients600
DateNov 2011
Total AUM$613.8M
Discretionary$613.8M
Non-Disc.$0
Employees11
Clients600
DateAug 2011
Total AUM$613.8M
Discretionary$613.8M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$613.8M
Discretionary$613.8M
Non-Disc.$0
Employees--
Clients--
DateJul 2009
Total AUM$356.9M
Discretionary$356.9M
Non-Disc.$0
Employees--
Clients--
DateJul 2009
Total AUM$356.9M
Discretionary$356.9M
Non-Disc.$0
Employees--
Clients--
DateFeb 2008
Total AUM$395.1M
Discretionary$395.1M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$269.6M
Discretionary$269.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$269.6M
Discretionary$269.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$174.6M
Discretionary$174.6M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients--