HERITAGE WEALTH ADVISORS, LLC
Legal name: HERITAGE WEALTH ADVISORS
CRD #137484 SEC #801-64803 RICHMOND, VA 804-643-4080
SEC Registered Private Funds
Total AUM
$4.6B
Discretionary
$4.5B
Employees
36
Clients
251
Accounts
1,623
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $4.6B | $4.5B | $115.7M | 36 | 2 |
| Oct 2025 | $4.6B | $4.5B | $115.7M | 36 | 2 |
| Jul 2025 | $4.6B | $4.5B | $115.7M | 36 | 2 |
| Apr 2025 | $4.6B | $4.5B | $115.7M | 36 | 2 |
| Mar 2025 | $4.6B | $4.5B | $115.7M | 36 | 2 |
| Sep 2024 | $4B | $3.7B | $284.8M | 35 | 0 |
| Apr 2024 | $4B | $3.7B | $284.8M | 35 | 0 |
| Mar 2024 | $4B | $3.7B | $284.8M | 35 | 0 |
| Nov 2023 | $3.1B | $3B | $64.5M | 32 | 0 |
| Apr 2023 | $3.1B | $3B | $64.5M | 30 | 0 |
| Mar 2023 | $3.1B | $3B | $64.5M | 30 | 0 |
| Nov 2022 | $3.3B | $3.3B | $67.8M | 26 | 0 |
| Aug 2022 | $3.3B | $3.3B | $67.8M | 26 | 0 |
| Aug 2022 | $3.3B | $3.3B | $67.8M | 26 | 0 |
| Mar 2022 | $3.3B | $3.3B | $67.8M | 26 | 0 |
| Mar 2022 | $3.3B | $3.3B | $67.8M | 26 | 0 |
| Nov 2021 | $2.7B | $2.5B | $212.4M | 24 | 0 |
| Oct 2021 | $2.7B | $2.5B | $212.4M | 24 | 0 |
| Sep 2021 | $2.7B | $2.5B | $212.4M | 24 | 0 |
| Feb 2021 | $2.7B | $2.5B | $212.4M | 24 | 0 |
| Feb 2021 | $2.7B | $2.5B | $212.4M | 24 | 0 |
| Oct 2020 | $2.3B | $1.1B | $1.1B | 24 | 0 |
| Aug 2020 | $2.3B | $1.1B | $1.1B | 24 | 0 |
| May 2020 | $2.3B | $1.1B | $1.1B | 26 | 0 |
| May 2020 | $2.3B | $1.1B | $1.1B | 26 | 0 |
| Mar 2020 | $2.3B | $1.1B | $1.1B | 26 | 0 |
| Oct 2019 | $1.6B | $818.3M | $823.9M | 25 | 0 |
| Sep 2019 | $1.6B | $818.3M | $823.9M | 25 | 0 |
| Feb 2019 | $1.6B | $818.3M | $823.9M | 25 | 0 |
| Mar 2018 | $1.4B | $604.1M | $769.9M | 18 | 1 |
| Mar 2017 | $1.1B | $482.4M | $610.7M | 15 | 200 |
| Oct 2016 | $935.9M | $398.5M | $537.4M | 19 | 200 |
| May 2016 | $935.9M | $398.5M | $537.4M | 21 | 200 |
| Mar 2016 | $935.9M | $398.5M | $537.4M | 21 | 200 |
| Mar 2015 | $840.3M | $395.9M | $444.4M | 18 | 200 |
| Jul 2014 | $402.5M | $338.6M | $63.9M | 15 | 200 |
| Mar 2014 | $402.5M | $338.6M | $63.9M | 15 | 200 |
| Jun 2013 | $309.8M | $264.2M | $45.6M | 14 | 100 |
| Mar 2013 | $309.8M | $264.2M | $45.6M | 11 | 100 |
| Mar 2012 | $268M | $219.2M | $48.8M | 11 | 26 |
| Mar 2011 | $241.4M | $199.9M | $41.5M | -- | -- |
| May 2010 | $172.9M | $151.6M | $21.2M | -- | -- |
| Feb 2007 | $107.5M | $94.7M | $12.8M | 10 | -- |
| Jan 2006 | $49.1M | $0 | $49.1M | 10 | -- |
| Oct 2005 | $0 | $0 | $0 | 5 | -- |
| Oct 2005 | $0 | $0 | $0 | 5 | -- |
DateNov 2025
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$115.7M
Employees36
Clients2
DateOct 2025
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$115.7M
Employees36
Clients2
DateJul 2025
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$115.7M
Employees36
Clients2
DateApr 2025
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$115.7M
Employees36
Clients2
DateMar 2025
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$115.7M
Employees36
Clients2
DateSep 2024
Total AUM$4B
Discretionary$3.7B
Non-Disc.$284.8M
Employees35
Clients0
DateApr 2024
Total AUM$4B
Discretionary$3.7B
Non-Disc.$284.8M
Employees35
Clients0
DateMar 2024
Total AUM$4B
Discretionary$3.7B
Non-Disc.$284.8M
Employees35
Clients0
DateNov 2023
Total AUM$3.1B
Discretionary$3B
Non-Disc.$64.5M
Employees32
Clients0
DateApr 2023
Total AUM$3.1B
Discretionary$3B
Non-Disc.$64.5M
Employees30
Clients0
DateMar 2023
Total AUM$3.1B
Discretionary$3B
Non-Disc.$64.5M
Employees30
Clients0
DateNov 2022
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$67.8M
Employees26
Clients0
DateAug 2022
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$67.8M
Employees26
Clients0
DateAug 2022
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$67.8M
Employees26
Clients0
DateMar 2022
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$67.8M
Employees26
Clients0
DateMar 2022
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$67.8M
Employees26
Clients0
DateNov 2021
Total AUM$2.7B
Discretionary$2.5B
Non-Disc.$212.4M
Employees24
Clients0
DateOct 2021
Total AUM$2.7B
Discretionary$2.5B
Non-Disc.$212.4M
Employees24
Clients0
DateSep 2021
Total AUM$2.7B
Discretionary$2.5B
Non-Disc.$212.4M
Employees24
Clients0
DateFeb 2021
Total AUM$2.7B
Discretionary$2.5B
Non-Disc.$212.4M
Employees24
Clients0
DateFeb 2021
Total AUM$2.7B
Discretionary$2.5B
Non-Disc.$212.4M
Employees24
Clients0
DateOct 2020
Total AUM$2.3B
Discretionary$1.1B
Non-Disc.$1.1B
Employees24
Clients0
DateAug 2020
Total AUM$2.3B
Discretionary$1.1B
Non-Disc.$1.1B
Employees24
Clients0
DateMay 2020
Total AUM$2.3B
Discretionary$1.1B
Non-Disc.$1.1B
Employees26
Clients0
DateMay 2020
Total AUM$2.3B
Discretionary$1.1B
Non-Disc.$1.1B
Employees26
Clients0
DateMar 2020
Total AUM$2.3B
Discretionary$1.1B
Non-Disc.$1.1B
Employees26
Clients0
DateOct 2019
Total AUM$1.6B
Discretionary$818.3M
Non-Disc.$823.9M
Employees25
Clients0
DateSep 2019
Total AUM$1.6B
Discretionary$818.3M
Non-Disc.$823.9M
Employees25
Clients0
DateFeb 2019
Total AUM$1.6B
Discretionary$818.3M
Non-Disc.$823.9M
Employees25
Clients0
DateMar 2018
Total AUM$1.4B
Discretionary$604.1M
Non-Disc.$769.9M
Employees18
Clients1
DateMar 2017
Total AUM$1.1B
Discretionary$482.4M
Non-Disc.$610.7M
Employees15
Clients200
DateOct 2016
Total AUM$935.9M
Discretionary$398.5M
Non-Disc.$537.4M
Employees19
Clients200
DateMay 2016
Total AUM$935.9M
Discretionary$398.5M
Non-Disc.$537.4M
Employees21
Clients200
DateMar 2016
Total AUM$935.9M
Discretionary$398.5M
Non-Disc.$537.4M
Employees21
Clients200
DateMar 2015
Total AUM$840.3M
Discretionary$395.9M
Non-Disc.$444.4M
Employees18
Clients200
DateJul 2014
Total AUM$402.5M
Discretionary$338.6M
Non-Disc.$63.9M
Employees15
Clients200
DateMar 2014
Total AUM$402.5M
Discretionary$338.6M
Non-Disc.$63.9M
Employees15
Clients200
DateJun 2013
Total AUM$309.8M
Discretionary$264.2M
Non-Disc.$45.6M
Employees14
Clients100
DateMar 2013
Total AUM$309.8M
Discretionary$264.2M
Non-Disc.$45.6M
Employees11
Clients100
DateMar 2012
Total AUM$268M
Discretionary$219.2M
Non-Disc.$48.8M
Employees11
Clients26
DateMar 2011
Total AUM$241.4M
Discretionary$199.9M
Non-Disc.$41.5M
Employees--
Clients--
DateMay 2010
Total AUM$172.9M
Discretionary$151.6M
Non-Disc.$21.2M
Employees--
Clients--
DateFeb 2007
Total AUM$107.5M
Discretionary$94.7M
Non-Disc.$12.8M
Employees10
Clients--
DateJan 2006
Total AUM$49.1M
Discretionary$0
Non-Disc.$49.1M
Employees10
Clients--
DateOct 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--