RIA Intel›Advisers›Florida›HERITAGE ADVISORS GROUP, INC.

HERITAGE ADVISORS GROUP, INC.

Advisory

ALTAMONTE SPRINGS, FL

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in FL

#1,380

of 2,610 advisers by AUM

Average account

$165K

across 532 accounts

AUM per adviser

$44M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$88M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$88M

Discretionary AUM$85M

Non-Discretionary AUM$3M

Discretionary %97.1%

Total Clients152

Team

Total Employees5

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, NC, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

152 clients

32 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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