Highland Consulting Associates Inc.
SEC RegisteredYour Investor Advocates ®
About the firm
Highland Consulting Associates, Inc. is a leading independent, fee-only investment consulting firm serving as fiduciaries to retirement plan sponsors, endowments & foundations, and individuals. Since 1993, they have provided commission-free and conflict-free advice, stewarding client investments thoughtfully, faithfully, and successfully.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-only investment consulting and fiduciary advisory services including retirement plan consulting, endowment and foundation investment advice, and investment guidance for individuals and families.
Who they serve
Retirement plan sponsors, endowments & foundations, education institutions, healthcare organizations, and individuals & families.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 5 | $3.3M |
| High Net Worth Individuals | 39 | $309M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 97 | $19.7B |
| State/Municipal Entities | 18 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 1 | — |
| Corporations | 0 | $0 |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Highland Consulting Associates Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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