Heritage Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Waterville, OH. Its latest Form ADV filing, dated March 27, 2026, reports $188M in regulatory assets under management, 1 employee, 1 office, and 502 accounts.
Assets Under Management
$188M
Employees
1
Offices
1 office
Total Clients
220
Primary office
WATERVILLE, OH
103 NORTH RIVER ROAD, SUITE A, WATERVILLE, OH, United States
Top client segmentIndividuals represent 84.1% of total clients.
Top client categories% of clientsClients
1
Individuals
84.1%
185
2
HNWI
15.9%
35
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$188Mas of March 27, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$188M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$188M
Total Accounts502
10Y AUM Change+$81M (+75.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee220:1
10Y Employee Change-1 (-50.0%)
* 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.