HERITAGE WEALTH ADVISORS, LLC
Doing business as HERITAGE WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$4,858,545,649
Discretionary
$4,705,675,429
Non-discretionary
$152,870,220
Firm details
- CRD number
- 137484
- SEC file number
- 801-64803
- Main office
- RICHMOND, VA, United States
- Employees
- 36
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.