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HERITAGE WEALTH ADVISORS
Legal name: HERITAGE WEALTH ADVISORS, LLC
CRD 137484File 801-64803
APPROVED
Retail clients
Custody
Filing as of Jul 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.86B
Top 25% of cohort (national)
Discretionary AUM
$4.71B
Non-discretionary $152.9M
Clients
451
1,616 accounts
Employees
36
Top 10% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 27, 2005
- Principal office
- 919 EAST MAIN STREET, SUITE 950, RICHMOND, VA, 23219
- Phone
- 804-643-4080
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.86B
- Discretionary AUM
- $4.71B
- Non-discretionary AUM
- $152.9M
- Discretionary accounts
- 1,584
- Non-discretionary accounts
- 32
- Total accounts
- 1,616
- AUM per client
- $10.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 41 | $320.3M |
| Charitable organizations | 19 | $1.63B |
| High net worth individuals | 254 | $2.61B |
| Pooled investment vehicles | 7 | $255.4M |
| Individuals (other than high net worth individuals) | 130 | $44.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.