RIA Intel›Advisers›New Jersey›HERITAGE FINANCIAL COUNSELORS, LLC

HERITAGE FINANCIAL COUNSELORS, LLC

Advisory

N·BEDMINSTER, NJ

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM
$236M
1-Year AUM Growth
+18.1%
3-Year CAGR
+8.2%
Employees
4
Assets Under Management
Total AUM$236M
Discretionary AUM$0
Non-Discretionary AUM$236M
Discretionary %0%
Total Clients138
Team
Total Employees4
Investment Advisers5
Employee Growth (1Y)—
Filing History
Total Filings on Record14
First FilingJun 19, 2017
Latest FilingMar 25, 2026
🔒 Full AUM trend chart and 14 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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