RIA Intel›Advisers›Virginia›HERITAGE WEALTH ADVISORS, LLC

HERITAGE WEALTH ADVISORS, LLC

Advisory

N·RICHMOND, VA

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

Total AUM

$4.9B

1-Year AUM Growth

+29.9%

3-Year CAGR

+14.5%

Employees

18

Assets Under Management

Total AUM$4.9B

Discretionary AUM$4.7B

Non-Discretionary AUM$153M

Discretionary %96.9%

Total Clients424

Team

Total Employees18

Investment Advisers36

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record46

First FilingOct 5, 2005

Latest FilingJul 30, 2026

🔒 Full AUM trend chart and 46 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HERITAGE WEALTH ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.