Data / Investment advisers / Virginia / Heritage Wealth Advisors
Heritage Wealth Advisors, Richmond, VA: $4.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Heritage Wealth Advisors is an SEC registered investment adviser with its main office in Richmond, Virginia and reports $4.9 billion in regulatory assets under management in its Form ADV filed July 30, 2026. Its clients include high net worth individuals, charitable organizations and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees. It advises 9 private funds.
The request: Watch Heritage Wealth Advisors (CRD number 137484): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 137484
- SEC file number
- 801-64803
- SEC status
- Approved, effective October 27, 2005
- Legal name
- Heritage Wealth Advisors, LLC
- Main office
- 919 East Main Street Suite 950, Richmond, VA 23219
- Phone
- (804) 643-4080
- Regulatory AUM
- $4,858,545,649 in the Form ADV filed July 30, 2026
- Discretionary AUM
- $4,705,675,429
- Non discretionary AUM
- $152,870,220
- Accounts
- 1,616
- Employees
- 36, of which 18 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 9: 9 other private funds
- Gross assets of private funds
- $255,372,227
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 254 | $2.61 billion |
| Charitable organizations | 19 | $1.63 billion |
| Corporations or other businesses | 41 | $320.3 million |
| Pooled investment vehicles | 7 | $255.4 million |
| Individuals (other than high net worth individuals) | 130 | $44.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $4.86 billion | March 27, 2026 |
| December 1, 2025 | $4.57 billion | November 7, 2025 |
Other advisers in Richmond
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cary Street Partners | Richmond | $10.25 billion | Not listed | adviserinfo.sec.gov |
| Agincourt Capital Management, LLC | Richmond | $9.95 billion | Not listed | adviserinfo.sec.gov |
| Spider Management Company, LLC | Richmond | $8.11 billion | 1 | adviserinfo.sec.gov |
| Richmond Capital Management Inc | Richmond | $5.93 billion | 2 | adviserinfo.sec.gov |
| Brockenbrough | Richmond | $5.49 billion | 58 | adviserinfo.sec.gov |
| Wealthcare Capital Management LLC | Richmond | $3.93 billion | Not listed | adviserinfo.sec.gov |
| 1607 Capital Partners, LLC | Richmond | $3.49 billion | 5 | adviserinfo.sec.gov |
| Riverfront Investment Group, LLC | Richmond | $2.22 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Richmond, VA
- Investment advisers in Virginia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Advisers that manage private funds
- Heritage Wealth Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.