Heritage Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Richmond, VA. Its latest Form ADV filing, dated March 27, 2026, reports $4.9B in regulatory assets under management, 36 employees, 3 offices, and 1,616 accounts.
Assets Under Management
$4.9B
Employees
36
Offices
3 offices
Total Clients
451
Primary office
RICHMOND, VA
919 EAST MAIN STREET, SUITE 950, RICHMOND, VA, United States
Top client segmentHNWI represent 56.3% of total clients.
Top client categories% of clientsClients
1
HNWI
56.3%
254
2
Individuals
28.8%
130
3
Corporations
9.1%
41
4
Charitable
4.2%
19
5
Pooled Investment Vehicles
1.6%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.9Bas of March 27, 2026
Discretionary96.9%
$4.7B
97% of total RAUM96.9%
Non-discretionary3.1%
$153M
3% of total RAUM3.1%
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$4.9B
Total Accounts1,616
10Y AUM Change+$3.8B (+344.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees36
Clients per Employee13:1
10Y Employee Change+21 (+140.0%)
* 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.