HERITAGE WEALTH ADVISORS
Company Profile
| AUM* | 5,463,229,491 21% |
| of that, discretionary | 5,209,423,982 25% |
| Number of Employees | 42 2% |
| of those in investment advisory functions | 21 |
| Private Fund GAV* | 255,372,227 54% |
| Avg Account Size | 2,141,603 20% |
| High Net Worth | 57.67% 8% |
| SMA’s | Yes |
| Private Funds | 15 4 |
Adviser Type
- Large advisory firm
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
5B
4B
4B
3B
2B
1B
744M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name YOUNT HYDE & BARBOUR | Filing Date07/27/2026 | Form ADV-E View Report |
| Accounting Firm Name YOUNT, HYDE & BARBOUR PC | Filing Date10/24/2025 | Form ADV-E View Report |
| Accounting Firm Name YOUNT, HYDE & BARBOUR | Filing Date07/29/2024 | Form ADV-E View Report |
| Accounting Firm Name YHB | Filing Date10/27/2023 | Form ADV-E View Report |
Private Funds Structure
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|---|---|---|
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