Heritage Wealth Advisors
Richmond, VA·SEC-registered · CRD #137484
Heritage Wealth Advisors is an SEC-registered investment advisory firm in Richmond, VA managing $4.9B across 1.6k client accounts, with 18 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.9B
Client accounts
1.6k
Advisory staff
18
Fee model
Fee-based
How Heritage Wealth Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Heritage Wealth Advisors
How much does Heritage Wealth Advisors manage?
Per its most recent SEC Form ADV filing (05/01/2026), Heritage Wealth Advisors reports $4.9B in regulatory assets under management across roughly 1.6k client accounts.
How does Heritage Wealth Advisors charge?
Heritage Wealth Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Heritage Wealth Advisors a fiduciary?
Yes. Heritage Wealth Advisors is registered with the U.S. Securities and Exchange Commission (CRD #137484), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Heritage Wealth Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Heritage Wealth Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Heritage Wealth Advisors's public SEC Form ADV filing (CRD #137484, filed 05/01/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Heritage Wealth Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Heritage Wealth Advisors? Claim this profile.