RIA Intel›Advisers›Washington›HERITAGE ROAD ADVISORS, INC.

HERITAGE ROAD ADVISORS, INC.

Advisory

WA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$324K

across 65 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$81K

Discretionary %99.6%

Total Clients15

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InWA

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

15 clients

13 high-net-worth

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

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