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- Custodian
- Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-01-1993
- Office Locations
- 1
Office Locations
About Highland Consulting Associates Inc.
Highland Consulting Associates is an independent, fee-only investment consulting firm providing commission-free, conflict-free advice for retail and institutional clients. Founded in 1993, it serves as “Investor Advocates,” supporting portfolio stewardship and asset-allocation decisions across public and private investment vehicles. Highland was ranked 42nd in Pensions & Investments’ 2024 Consultants Directory for worldwide institutional assets under advisement.
Reported data analysis
What the numbers show
Between July 22, 2025 and March 18, 2026, reported AUM increased 8.4%, from $20.2B to $21.9B.
Across 5 reported observations, AUM increased 26.2% between December 6, 2022 and March 18, 2026, from $17.4B to $21.9B.
Of the latest reported AUM, 2.8% is discretionary and 97.2% is non-discretionary.
The firm reports 17 advisory representatives and 171 clients, or 10.1 clients per representative. That equates to $128.2M in reported AUM per client.
The profile lists 1 reported office location and 32 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Highland Consulting Associates Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Michael Anthony Grater
Institutional Investment Consulting and Research
- CRD
- --
- Ownership
- Less than 5%
RICHARD VERES
President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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THOMAS RANDALL FAIRFAX
--
- CRD
- #3172004
Laurel Fitzsimmons
--
- CRD
- #8150378
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $608,960,943 | $10,874,303 |
| Non-Discretionary | $21,321,000,895 | $51,750,002 |
| Total | $21,929,961,838 | $46,858,893 |
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Separately Managed Accounts
SMA allocation detail is available
Highland Consulting Associates Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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