Investment adviser · CRD 127268
HERITAGE FINANCIAL SERVICES
Investment adviser filing (IA)
HERITAGE FINANCIAL SERVICES, LLC
WESTWOOD, MA, United States · Form ADV filed Nov 25, 2025
- Regulatory AUM
- $2.99B Form ADV · Item 5.F
- Client accounts
- 6,481 Accounts, not individual clients
- Employees
- 49 Reported in this filing
- Advisory professionals
- 23 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 813 | $2,725,934,807 | 91.2% |
| Individuals | 433 | $254,267,078 | 8.5% |
| Corporations & businesses | Fewer than 5 | $9,011,928 | 0.3% |
| Charities | Fewer than 5 | $412,984 | 0.0% |
Filing source
Form ADV 2029586 · Nov 25, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 25, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets
Principal office
100 LOWDER BROOK DRIVE, SUITE 1000WESTWOOD, MA, 02090, United States
CRD 127268
Filing source
Form ADV 2029586 · Nov 25, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.