Highland Financial Advisors, LLC

Highland Financial Advisors, LLC (CRD# 125838) is a financial advisory firm headquartered in Riverdale, NJ. They manage $203,877,100 in 1,046 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    204
    MILLION
  • Total Number of Accounts
    1,046
    ACCOUNTS
  • Average Account Value
    $194,911
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NJ, NY

Financial Advisors at Highland Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Edward J. Leach
CRD#: 5276748
44 St Route 23 North, Suite 11, Riverdale, NJ 07457
90
Wealthminder
score

Edward Leach (CRD# 5276748) is an Investment Advisor Representative working at Highland Financial Advisors, LLC in Riverdale, NJ and has 1 year of experience in the finance industry. Edward Leach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Peter J. McKenna
CRD#: 1704977
44 St Route 23 North, Suite 11, Riverdale, NJ 07457
90
Wealthminder
score

Peter McKenna (CRD# 1704977) is an Investment Advisor Representative working at Highland Financial Advisors, LLC in Riverdale, NJ and has 1 year of experience in the finance industry. Peter McKenna has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Reed C. Fraasa
CRD#: 2063878
44 St Route 23 North, Suite 11, Riverdale, NJ 07457
86
Wealthminder
score

Reed Fraasa (CRD# 2063878) is an Investment Advisor Representative working at Highland Financial Advisors, LLC in Riverdale, NJ and has over 26 years of experience in the finance industry. Reed Fraasa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.