Active
HERITAGE FINANCIAL COUNSELORS, LLC
Investment Advice|BEDMINSTER, NJ
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Assets Under Management
$201.2M
Total AUM
| Category | Value |
|---|---|
| Non-Discretionary | 201.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 288232 |
| SEC Number | 801-110841 |
| Street Address | 442 MAIN STREET (ROUTE 202) |
| Location | BEDMINSTER, NJ 07921 |
| Country | United States |
| Phone | 862-579-2899 |
| Total Employees | 4 |
Client Count by Type (138 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 69 |
| High Net Worth Individual… | 69 |
Community Partners
BOROUGH OF BERNARDSVILLE
BOROUGH OF BOUND BROOK
BOROUGH OF FAR HILLS
BOROUGH OF MANVILLE
BOROUGH OF MILLSTONE
BOROUGH OF NORTH PLAINFIELD
BOROUGH OF PEAPACK AND GLADSTONE
BOROUGH OF RARITAN
BOROUGH OF ROCKY HILL
BOROUGH OF SOMERVILLE
BOROUGH OF SOUTH BOUND BROOK
BOROUGH OF WATCHUNG
COUNTY OF SOMERSET
TOWNSHIP OF BEDMINSTER
TOWNSHIP OF BERNARDS
TOWNSHIP OF BRANCHBURG
TOWNSHIP OF BRIDGEWATER
TOWNSHIP OF FRANKLIN
TOWNSHIP OF GREEN BROOK
TOWNSHIP OF HILLSBOROUGH
BOROUGH OF BERNARDSVILLE
BOROUGH OF BOUND BROOK
BOROUGH OF FAR HILLS
BOROUGH OF MANVILLE
BOROUGH OF MILLSTONE
BOROUGH OF NORTH PLAINFIELD
BOROUGH OF PEAPACK AND GLADSTONE
BOROUGH OF RARITAN
BOROUGH OF ROCKY HILL
BOROUGH OF SOMERVILLE
BOROUGH OF SOUTH BOUND BROOK
BOROUGH OF WATCHUNG
COUNTY OF SOMERSET
TOWNSHIP OF BEDMINSTER
TOWNSHIP OF BERNARDS
TOWNSHIP OF BRANCHBURG
TOWNSHIP OF BRIDGEWATER
TOWNSHIP OF FRANKLIN
TOWNSHIP OF GREEN BROOK
TOWNSHIP OF HILLSBOROUGH
BOROUGH OF BERNARDSVILLE
BOROUGH OF BOUND BROOK
BOROUGH OF FAR HILLS
BOROUGH OF MANVILLE
BOROUGH OF MILLSTONE
BOROUGH OF NORTH PLAINFIELD
BOROUGH OF PEAPACK AND GLADSTONE
BOROUGH OF RARITAN
BOROUGH OF ROCKY HILL
BOROUGH OF SOMERVILLE
BOROUGH OF SOUTH BOUND BROOK
BOROUGH OF WATCHUNG
COUNTY OF SOMERSET
TOWNSHIP OF BEDMINSTER
TOWNSHIP OF BERNARDS
TOWNSHIP OF BRANCHBURG
TOWNSHIP OF BRIDGEWATER
TOWNSHIP OF FRANKLIN
TOWNSHIP OF GREEN BROOK
TOWNSHIP OF HILLSBOROUGH
Municipal Government
21 Active
21
Organizations
BOARD OF FIRE COMMISIONERS
BRIDGEWATER TOWNSHIP FIRE DISTRICT 1
BRIDGEWATER TOWNSHIP FIRE DISTRICT 2
BRIDGEWATER TOWNSHIP FIRE DISTRICT 3
BRIDGEWATER TOWNSHIP FIRE DISTRICT 4
BRIDGEWATER TOWNSHIP OF
FRANKLIN TOWNSHIP FIRE DISTRICT 1
FRANKLIN TOWNSHIP FIRE DISTRICT 2
FRANKLIN TOWNSHIP FIRE DISTRICT 3
FRANKLIN TOWNSHIP FIRE DISTRICT 4
HILLSBOROUGH TOWNSHIP FIRE DISTRICT
MONTGOMERY FIRE DISTRICT 1
MONTGOMERY FIRE DISTRICT 2
SOMERSET RARITAN VALLEY SEWERAGE AUTHORITY
SOMERSET UNION SOIL CONSERVATION DISTRICT
THE SOMERSET RARITAN VALLEY SEWAGE AUTHORITY
BOARD OF FIRE COMMISIONERS
BRIDGEWATER TOWNSHIP FIRE DISTRICT 1
BRIDGEWATER TOWNSHIP FIRE DISTRICT 2
BRIDGEWATER TOWNSHIP FIRE DISTRICT 3
BRIDGEWATER TOWNSHIP FIRE DISTRICT 4
BRIDGEWATER TOWNSHIP OF
FRANKLIN TOWNSHIP FIRE DISTRICT 1
FRANKLIN TOWNSHIP FIRE DISTRICT 2
FRANKLIN TOWNSHIP FIRE DISTRICT 3
FRANKLIN TOWNSHIP FIRE DISTRICT 4
HILLSBOROUGH TOWNSHIP FIRE DISTRICT
MONTGOMERY FIRE DISTRICT 1
MONTGOMERY FIRE DISTRICT 2
SOMERSET RARITAN VALLEY SEWERAGE AUTHORITY
SOMERSET UNION SOIL CONSERVATION DISTRICT
THE SOMERSET RARITAN VALLEY SEWAGE AUTHORITY
BOARD OF FIRE COMMISIONERS
BRIDGEWATER TOWNSHIP FIRE DISTRICT 1
BRIDGEWATER TOWNSHIP FIRE DISTRICT 2
BRIDGEWATER TOWNSHIP FIRE DISTRICT 3
BRIDGEWATER TOWNSHIP FIRE DISTRICT 4
BRIDGEWATER TOWNSHIP OF
FRANKLIN TOWNSHIP FIRE DISTRICT 1
FRANKLIN TOWNSHIP FIRE DISTRICT 2
FRANKLIN TOWNSHIP FIRE DISTRICT 3
FRANKLIN TOWNSHIP FIRE DISTRICT 4
HILLSBOROUGH TOWNSHIP FIRE DISTRICT
MONTGOMERY FIRE DISTRICT 1
MONTGOMERY FIRE DISTRICT 2
SOMERSET RARITAN VALLEY SEWERAGE AUTHORITY
SOMERSET UNION SOIL CONSERVATION DISTRICT
THE SOMERSET RARITAN VALLEY SEWAGE AUTHORITY
Special District
16 Active
16
Organizations
BEDMINSTER TWP SCH DIST
BERNARDS TWP SCH DIST
BOUND BROOK SCH DIST
BRANCHBURG TWP SCH DIST
BRIDGEWATER-RARITAN REG SCH DT
FRANKLIN TWP SCH DIST
GREEN BROOK SCH DIST
HILLSBOROUGH SCH DIST
MANVILLE BORO SCH DIST
MONTGOMERY TWP SCH DIST
NORTH PLAINFIELD BORO SCHOOL DIST
RARITAN VALLEY COMMUNITY COLLEGE
SOMERSET COUNTY VOCATIONAL SCHOOLS
SOMERSET HILLS SCHOOL DISTRICT
SOMERVILLE BORO SCH DIST
SOUTH BOUND BROOK BORO SCHOOL DIST
WARREN TWP SCH DIST
WATCHUNG BORO SCH DIST
WATCHUNG HILLS REGIONAL HIGH SCH DIST
BEDMINSTER TWP SCH DIST
BERNARDS TWP SCH DIST
BOUND BROOK SCH DIST
BRANCHBURG TWP SCH DIST
BRIDGEWATER-RARITAN REG SCH DT
FRANKLIN TWP SCH DIST
GREEN BROOK SCH DIST
HILLSBOROUGH SCH DIST
MANVILLE BORO SCH DIST
MONTGOMERY TWP SCH DIST
NORTH PLAINFIELD BORO SCHOOL DIST
RARITAN VALLEY COMMUNITY COLLEGE
SOMERSET COUNTY VOCATIONAL SCHOOLS
SOMERSET HILLS SCHOOL DISTRICT
SOMERVILLE BORO SCH DIST
SOUTH BOUND BROOK BORO SCHOOL DIST
WARREN TWP SCH DIST
WATCHUNG BORO SCH DIST
WATCHUNG HILLS REGIONAL HIGH SCH DIST
BEDMINSTER TWP SCH DIST
BERNARDS TWP SCH DIST
BOUND BROOK SCH DIST
BRANCHBURG TWP SCH DIST
BRIDGEWATER-RARITAN REG SCH DT
FRANKLIN TWP SCH DIST
GREEN BROOK SCH DIST
HILLSBOROUGH SCH DIST
MANVILLE BORO SCH DIST
MONTGOMERY TWP SCH DIST
NORTH PLAINFIELD BORO SCHOOL DIST
RARITAN VALLEY COMMUNITY COLLEGE
SOMERSET COUNTY VOCATIONAL SCHOOLS
SOMERSET HILLS SCHOOL DISTRICT
SOMERVILLE BORO SCH DIST
SOUTH BOUND BROOK BORO SCHOOL DIST
WARREN TWP SCH DIST
WATCHUNG BORO SCH DIST
WATCHUNG HILLS REGIONAL HIGH SCH DIST
School District
19 Active
19
Organizations
100 BLACK MEN OF NEW JERSEY
24 7 NPO INC
27150 OC OF WATCHUNG NJ
416 ROUTE 28 INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
600 FIRST AVENUE CONDOMINIUM ASSOCIATION
69TH N Y S V HISTORICAL ASSOCIATION INC
ABSOLUTE DEVELOPMENT AND EXCHANGE FOUNDATION
ACADEMIC ADVANCEMENT ORGANIZATION INC
ACHIASEMAN ASSOCIATION OF NORTH AMERICA
100 BLACK MEN OF NEW JERSEY
24 7 NPO INC
27150 OC OF WATCHUNG NJ
416 ROUTE 28 INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
600 FIRST AVENUE CONDOMINIUM ASSOCIATION
69TH N Y S V HISTORICAL ASSOCIATION INC
ABSOLUTE DEVELOPMENT AND EXCHANGE FOUNDATION
ACADEMIC ADVANCEMENT ORGANIZATION INC
ACHIASEMAN ASSOCIATION OF NORTH AMERICA
100 BLACK MEN OF NEW JERSEY
24 7 NPO INC
27150 OC OF WATCHUNG NJ
416 ROUTE 28 INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
600 FIRST AVENUE CONDOMINIUM ASSOCIATION
69TH N Y S V HISTORICAL ASSOCIATION INC
ABSOLUTE DEVELOPMENT AND EXCHANGE FOUNDATION
ACADEMIC ADVANCEMENT ORGANIZATION INC
ACHIASEMAN ASSOCIATION OF NORTH AMERICA
Nonprofit Organization
1954 Active
1954
Organizations
Community Partners106 organizations
BOROUGH OF BERNARDSVILLE
Municipal Government·BERNARDSVILLE
BOROUGH OF BOUND BROOK
Municipal Government·BOUND BROOK
BOROUGH OF FAR HILLS
Municipal Government·FAR HILLS
BOROUGH OF MILLSTONE
Municipal Government·HILLSBOROUGH
BOROUGH OF ROCKY HILL
Municipal Government·ROCKY HILL
BOROUGH OF SOMERVILLE
Municipal Government·SOMERVILLE
BOROUGH OF SOUTH BOUND BROOK
Municipal Government·SOUTH BOUND BROOK
TOWNSHIP OF BEDMINSTER
Municipal Government·BEDMINSTER
TOWNSHIP OF BRANCHBURG
Municipal Government·BRANCHBURG
TOWNSHIP OF FRANKLIN
Municipal Government·SOMERSET
TOWNSHIP OF GREEN BROOK
Municipal Government·GREEN BROOK
BOARD OF FIRE COMMISIONERS
Special District·FRANKLIN PARK
BRIDGEWATER TOWNSHIP FIRE DISTRICT 1
Special District·MARTINSVILLE
BRIDGEWATER TOWNSHIP FIRE DISTRICT 2
Special District·BRIDGEWATER
BRIDGEWATER TOWNSHIP FIRE DISTRICT 3
Special District·BRIDGEWATER
BRIDGEWATER TOWNSHIP OF
Special District·BRIDGEWATER
FRANKLIN TOWNSHIP FIRE DISTRICT 1
Special District·SOMERSET
FRANKLIN TOWNSHIP FIRE DISTRICT 2
Special District·FRANKLIN PARK
FRANKLIN TOWNSHIP FIRE DISTRICT 4
Special District·KINGSTON
HILLSBOROUGH TOWNSHIP FIRE DISTRICT
Special District·HILLSBOROUGH
MONTGOMERY FIRE DISTRICT 1
Special District·BELLE MEAD
MONTGOMERY FIRE DISTRICT 2
Special District·BLAWENBURG
THE SOMERSET RARITAN VALLEY SEWAGE AUTHORITY
Special District·BRIDGEWATER
100 BLACK MEN OF NEW JERSEY
Nonprofit Organization·Somerset
24 7 NPO INC
Nonprofit Organization·Somerset
27150 OC OF WATCHUNG NJ
Nonprofit Organization·Martinsville
416 ROUTE 28 INC
Nonprofit Organization·BRIDGEWATER
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bridgewater
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·bridgewater
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bridgewater
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bridgewater
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bridgewater
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bridgewater
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bridgewater
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bridgewater
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bridgewater
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bridgewater
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bridgewater
600 FIRST AVENUE CONDOMINIUM ASSOCIATION
Nonprofit Organization·Raritan
69TH N Y S V HISTORICAL ASSOCIATION INC
Nonprofit Organization·Basking Ridge
ABSOLUTE DEVELOPMENT AND EXCHANGE FOUNDATION
Nonprofit Organization·BRIDGEWATER
ACADEMIC ADVANCEMENT ORGANIZATION INC
Nonprofit Organization·SOMERSET
ACHIASEMAN ASSOCIATION OF NORTH AMERICA
Nonprofit Organization·Franklin Park
A CHILDS PAGE INC
Nonprofit Organization·somerset
ACOUSTIC NEUROMA ASSOCIATION-NEW JERSEY CHAPTER INC
Nonprofit Organization·BRIDGEWATER
ADAM P ARIAS MEMORIAL SCHOLARSHIP FUND
Nonprofit Organization·Hillsborough
ADAMS THEATRE COMPANY A NJ NONPROFIT CORPORATION
Nonprofit Organization·Branchburg
ADAMSVILLE SCHOOL PARENT TEACHER
Nonprofit Organization·BRIDGEWATER
Ada R Carmon Foundation Inc
Nonprofit Organization·Somerset
ADAR EDUCATIONAL SERVICES A NJ NONPROFIT CORPORATION
Nonprofit Organization·BASKING RIDGE
ADTI HOUSING CORP
Nonprofit Organization·RARITAN
ADULT DAY CENTER OF SOMERSET COUNTY INC
Nonprofit Organization·BRIDGEWATER
ADULT DAY CENTER OF THE VISITING
Nonprofit Organization·BASKING RIDGE
ADULT UNITED FOR HUMANITY INC
Nonprofit Organization·Somerset
ADVANCE REALTY FOUNDATION INC
Nonprofit Organization·BEDMINSTER
ADVOCATES FOR THE VIDEO GAME COMMUNITY
Nonprofit Organization·Hillsborough
Affinity Federal Credit Union Foundation
Nonprofit Organization·Basking Ridge
AFGHAN GIRLS FINANICAL ASSISTANCE FUND
Nonprofit Organization·SKILLMAN
AFRICA ECONOMIC SUMMIT
Nonprofit Organization·RARITAN
African Women of Love Ministry Inc
Nonprofit Organization·Somerset
AFRICAS EXCELLENCIES INCORPORATED
Nonprofit Organization·Watchung
AGAPE ADVISORY BOARD
Nonprofit Organization·Basking Ridge
AGEHR AREA II INC
Nonprofit Organization·HILLSBOROUGH
AIP-ANYTHING IS POSSIBLE INC
Nonprofit Organization·Bridgewater
AIRCO ASSOCIATION INC
Nonprofit Organization·Bridgewater
AKHUNDIAN FOUNDATION INC
Nonprofit Organization·Somerset
AKWA IBOM STATE ASSOCIATION USA INC NORTHERN NEW JERSEY CHAPTER
Nonprofit Organization·Somerset
ALBROOK SCHOOL
Nonprofit Organization·BASKING RIDGE
Al Falah Center A Nj Nonprofit Corp
Nonprofit Organization·Bridgewater
ALFA ROMEO OWNERS CLUB OF NEW JERSEY
Nonprofit Organization·Basking Ridge
ALIMENTA MIS OVEJAS FEED MY LAMBS
Nonprofit Organization·SOMERSET
ALISON MARIE WILDMAN FOUNDATION
Nonprofit Organization·MARTINSVILLE
ALISON M RODECKER MEMORIAL SCHOLARSHIP FOUNDATION
Nonprofit Organization·Branchburg