Heritage Investors Management Corp is an SEC registered investment adviser organized as a corporation with a primary office location in Bethesda, MD. Its latest Form ADV filing, dated March 30, 2026, reports $4.6B in regulatory assets under management, 22 employees, and 1,465 accounts.
Assets Under Management
$4.6B
Employees
22
Offices
--
Total Clients
762
Primary office
BETHESDA, MD
7101 WISCONSIN AVENUE, SUITE 950, BETHESDA, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 76.8% of total clients.
Top client categories% of clientsClients
1
HNWI
76.8%
585
2
Individuals
12.7%
97
3
Corporations
4.5%
34
4
Charitable
4.3%
33
5
Pension Plans
1.7%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.6Bas of March 30, 2026
Discretionary99.8%
$4.6B
100% of total RAUM99.8%
Non-discretionary0.2%
$11M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.6B
Total Accounts1,465
10Y AUM Change+$2.5B (+116.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee35:1
10Y Employee Change+10 (+83.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.