Overview

Highland Investment Advisors is an SEC-registered investment advisor (RIA) providing investment management and financial planning since 2006. Based in Ponte Vedra, FL, we manage nearly $250 million for individuals, retirement plans, not-for-profits, and independent investment advisors.

With 3.5 acquisitions under our belt (the half represents a buyout of the founder in 2022), we have proven experience in growing by M&A. We currently hold three signed contingency agreements as well. Succession planning, acquisitions, and mergers form a crucial part of our growth strategy.

We are enthusiastic about expanding further throughout Florida. https://___ Alternatively, you can reach me directly at ___-___-____ x101 at a time that suits you.

Adam S. Drake, CFA
Managing Director, CCO

Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred
Resources
Loading...