HERITAGE WEALTH ADVISORS

Heritage Wealth Advisors provides services like investment management, financial planning, tax planning, and charitable giving.
Revenue $20.0 m
Headquarters Richmond, Virginia, USA
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Company Profile

As of Date 04/03/2025
Adviser Type - Large advisory firm
Number of Employees 42 20.00%
of those in investment advisory functions 20 5.26%
AUM* 5,119,791,145 44.88%
of that, discretionary 4,928,881,363 44.44%
Private Fund GAV* 166,114,193 -19.98%
Avg Account Size 2,114,742 42.23%
High Net Worth 54.07% 0.36%
SMA’s Yes
Private Funds 12 10
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

4B 3B 3B 2B 2B 1B 523M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count12 GAV$166,114,193

Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
HERITAGE WEALTH ADVISORS, LLC City, StateRICHMOND, VA, United States AUM$4.6 b Employees36 SMA’sYES Private Funds12
HERITAGE WEALTH MANAGEMENT INC. City, StateCINCINNATI, OH, United States AUM$552.2 m Employees6 SMA’sNO Private Funds0

Related Companies Historical AUM

HERITAGE WEALTH ADVISORSHERITAGE WEALTH ADVISORS201520162017201820192020202120222023$0.0 $500.0 m$1.0 b$1.5 b$2.0 b$2.5 b$3.0 bValue$395.94 m$0.00 $398.51 m$0.00 $482.41 m$0.00 $604.06 m$0.00 $818.31 m$0.00 $1.14 b$0.00 $2.46 b$370.95 m$3.26 b$404.06 m$3.02 b$395.14 m

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