Heritage Retirement Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Colleyville, TX. Its latest Form ADV filing, dated March 8, 2026, reports $351M in regulatory assets under management, 3 employees, and 349 accounts.
Assets Under Management
$351M
Employees
3
Offices
--
Total Clients
345
Primary office
COLLEYVILLE, TX
607 CHEEK SPARGER ROAD, SUITE 150, COLLEYVILLE, TX, United States
Top client segmentIndividuals represent 71.6% of total clients.
Top client categories% of clientsClients
1
Individuals
71.6%
247
2
HNWI
28.4%
98
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$351Mas of March 8, 2026
Discretionary100.0%
$351M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$351M
Total Accounts349
10Y AUM Change+$232M (+194.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee115:1
10Y Employee Change-2 (-40.0%)
* 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.