Heritage Wealth Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated March 17, 2026, reports $605M in regulatory assets under management, 6 employees, and 935 accounts.
Assets Under Management
$605M
Employees
6
Offices
--
Total Clients
201
Primary office
CINCINNATI, OH
9110 MONTGOMERY RD., CINCINNATI, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.7% of total clients.
Top client categories% of clientsClients
1
HNWI
60.7%
122
2
Individuals
39.3%
79
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$605Mas of March 17, 2026
Discretionary83.3%
$504M
83% of total RAUM83.3%
Non-discretionary16.7%
$101M
17% of total RAUM16.7%
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$605M
Total Accounts935
10Y AUM Change+$605M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee34:1
10Y Employee Change+1 (+20.0%)
* 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.