$640.0M Total AUM
$640.0M Disc. AUM
22.9% 3Y CAGR
12 Employees
362 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Goldman Sachs · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Summit signalFocus zenith +more
- Established Date
- 11-01-2004
- Office Locations
- 2
Office Locations
1680 Route 23 Suite 210 Wayne NJ
44 ST Route 23 North Suite 11 Riverdale NJ
About Highland Financial Advisors, LLC
Highland Financial Advisors is a fee-only, fiduciary RIA providing integrated financial planning, tax planning, and investment management for high-net-worth individuals and families nationwide. The team-based model pairs a primary wealth advisor with support from the full firm, and the firm publishes a transparent tiered advisory fee schedule with a $10k annual minimum.
Team overview
48 AVG AGE
$91.4M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
6.3 yrs AVG TENURE
12 Employees
7 Advisory Reps
7 RIA Reps
21yrs Firm Age
Insights
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Accredited Investors
Legacy
Asset Classes
Prime element Radial Catalyst atlas Signal atlas Pioneer prime Zenith prime Wave Eagle momentum Pathway Vertex Focus vital Capital Signal bridge
Client Personas
Signal signal Alpha Momentum
Custodian
Prime Bridge Glacier Zenith Insight Pathway Bridge Eagle ember Alpha signal Momentum Element atlas Bridge meridian Vector Foundation harbor
Fund Managers
Crest ember Legacy Focus eagle
Investment Themes
Crest unison Harbor vital Unison prime Wave Legacy
Investment Vehicles
Insight Pioneer ember
Platform
Signal Oak peak
Services
Fusion legacy Bridge pioneer Harbor momentum Vertex Glacier Harbor prime Timber crest Momentum Wave Summit vector Delta quantum Harbor Pathway legacy Catalyst vertex Pioneer Summit
Technology
Radial focus Crest beacon Summit Vector Atlas Insight Wave
Owner & Executives
REED CHARLES FRAASA
Chief Compliance Officer, Chief Investment Officer, Managing Member, Wealth Advisor
- CRD
- #2063878
- Ownership
- 75% or more
(937) 458-9283
pioneer.horizon@radialcapital.com
in linkedin.com/in/optima-frontier
EDWARD J LEACH
Wealth Advisor
- CRD
- #5276748
- Ownership
- 10% but less than 25%
(556) 359-4320
vector.prime@quantumcapital.com
in linkedin.com/in/eagle-vertex
R
Radial beacon
Prime vertex
- CRD
- #87778
- Ownership
- 45.2%
(543) 985-7092
wave.catalyst@meridiancapital.com
in linkedin.com/in/element-legacy
Showing 2 of 3 owners & executives
Unlock allContacts
J
Joey Kenneth Casolaro
Associate Wealth Advisor
- CRD
- #6794898
(892) 411-2366
radial.value@ridgecapital.com
in linkedin.com/in/zenith-peak
S
Sean Patrick Gallagher
Wealth Advisor
- CRD
- #6890312
(297) 575-5373
matrix.radial@deltacapital.com
in linkedin.com/in/vector-horizon
I
Insight zenith
North harbor
- CRD
- #53425
(536) 372-9359
vital.focus@ridgecapital.com
in linkedin.com/in/oak-value
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $639,957,200 | $556,001 |
| Non-Discretionary | $0 | -- |
| Total | $639,957,200 | $556,001 |
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Separately Managed Accounts
Total SMA Asset: $639,957,200
Public Funds:
10.2% Private Funds:
30.4% Equity - Exchange:
38.1% Cash:
21.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $195,446,147 | 10.2% |
| Private Funds | $582,506,163 | 30.4% |
| Equity - Exchange | $730,048,842 | 38.1% |
| Cash | $408,137,542 | 21.3% |
| Total | $1,916,138,694 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK VALUE | PATHWAY ZENITH | ICG08ZVWA | MIEN | 5.42% | $15,186,575 |
| DELTA RIDGE VITAL | RADIAL MOMENTUM | EN88299PE | BJO | 3.38% | $55,278,909 |
| NORTH ALPHA | UNISON EMBER | 6RU2RC4F0 | DVMZP | 2.17% | $102,779,256 |
| FUSION NORTH CAPITAL | QUANTUM MERIDIAN | PLPG346AB | NWELL | 4.74% | $44,320,748 |
| MOMENTUM VECTOR ELEMENT | TIMBER PEAK | 86J6GPPD6 | VLY | 0.84% | $24,389,308 |
| RIDGE CATALYST | PIONEER RIDGE | IYB2482Y7 | AHXS | 6.26% | $24,303,960 |
| ALPHA VERTEX GLACIER | OAK SUMMIT | XQQVA3SUA | XAE | 11.62% | $55,686,006 |
| PRIME DELTA SIGNAL | QUANTUM UNISON | BH0V6MU6P | SVLLX | 0.77% | $104,518,691 |