HERITAGE WEALTH ADVISORS
other names
- HERITAGE WEALTH ADVISORS
- REMO FEATHERNGILL & ASSOCIATES, LLC
- HERITAGE WEALTH ADVISORS, LLC
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| Headquarters | {{ Info.Headquarters }} |
Adviser Profile
| As of Date | 11/07/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 36 13% |
| of those in investment advisory functions | 17 -6% |
| Registration | SEC, Approved, 10/27/2005 |
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
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
3B
3B
2B
2B
1B
931M
465M
2015
2016
2017
2018
2019
2020
2021
2022
2023
Private Funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| 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 |
| Accounting Firm Name YOUNT HYDE AND BARBOUR | Filing Date02/22/2023 | Form ADV-E View Report |
Private Funds Structure
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeOther Private Fund | Count12 | GAV$166,114,193 |
Similar advisers
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser UBS REALTY INVESTORS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund2.5b | Total Private Fund GAV2.5b | AUM2.5b | #Funds4 | |
| Adviser ARCHPOINT INVESTORS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund36.1m | Total Private Fund GAV36.1m | AUM3.7b | #Funds2 | |
| Adviser FRANKLIN STREET ADVISORS INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund156.2m | Total Private Fund GAV156.2m | AUM3.9b | #Funds7 | |
| Adviser KBI GLOBAL INVESTORS (NORTH AMERICA) LTD | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund272.6m | Total Private Fund GAV272.6m | AUM2.1b | #Funds3 | |
| Adviser TWIN FOCUS CAPITAL PARTNERS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund51.5m | Total Private Fund GAV51.5m | AUM4.0b | #Funds6 | |
| Adviser BARON CAPITAL MANAGEMENT, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund2.2b | Total Private Fund GAV2.2b | AUM5.8b | #Funds7 | |
| Adviser STABLE ASSET MANAGEMENT LP | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund1.1b | Total Private Fund GAV1.1b | AUM4.3b | #Funds13 | |
| Adviser FOCUSED INVESTORS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund1.2b | Total Private Fund GAV1.2b | AUM3.2b | #Funds1 | |
| Adviser MATTER FAMILY OFFICE | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund151.0m | Total Private Fund GAV151.0m | AUM3.5b | #Funds1 | |
| Adviser CARDINAL CAPITAL MANAGEMENT, L.L.C. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM386.3m | #Funds- |
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464287200 | Stock NameIShares S&P 500 Index | $ Position$438,755,947 | % Position19.00% | $ Change8.00% | # Change0.00% |
| Stck Ticker46432F842 | Stock NameiShares Core MSCI EAFE | $ Position$223,804,983 | % Position10.00% | $ Change9.00% | # Change4.00% |
| Stck Ticker594918104 | Stock NameMicrosoft Corp | $ Position$85,943,436 | % Position4.00% | $ Change5.00% | # Change1.00% |
| Stck Ticker02079K107 | Stock NameAlphabet Inc. Class C | $ Position$88,990,439 | % Position4.00% | $ Change37.00% | # Change0.00% |
| Stck Ticker084670702 | Stock NameBerkshire Hathaway Cl B | $ Position$63,166,265 | % Position3.00% | $ Change4.00% | # Change1.00% |
| Stck Ticker037833100 | Stock NameApple Computer Inc | $ Position$70,260,039 | % Position3.00% | $ Change26.00% | # Change1.00% |
| Stck Ticker11271J107 | Stock NameBrookfield Corporation | $ Position$74,891,608 | % Position3.00% | $ Change10.00% | # Change-1.00% |
| Stck Ticker46434G103 | Stock NameiShares Core MSCI Emerging Markets ETF | $ Position$57,899,902 | % Position3.00% | $ Change14.00% | # Change4.00% |
| Stck Ticker464287473 | Stock NameiShares Russell Midcap Value | $ Position$73,261,669 | % Position3.00% | $ Change8.00% | # Change2.00% |
| Stck Ticker57636Q104 | Stock NameMastercard Inc | $ Position$62,556,045 | % Position3.00% | $ Change1.00% | # Change0.00% |