HERITAGE WEALTH ADVISORS
Company Profile
| As of Date | 03/27/2026 |
| ADV Location | United States, OH / United States, VA |
| Adviser Type - Large advisory firm | |
| Number of Employees | 42 2% |
| of those in investment advisory functions | 21 |
| AUM* | 5,463,229,491 21% |
| of that, discretionary | 5,209,423,982 24% |
| Private Fund GAV* | 255,372,227 54% |
| Avg Account Size | 2,141,603 17% |
| High Net Worth | 57.67% 9% |
| SMA’s | Yes |
| Private Funds | 11 |
| 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
Private Funds
Employees
Private Funds Structure
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeOther Private Fund | Count11 | GAV$255,372,227 |