HERITAGE FINANCIAL ADVISORS, LLC
CRD #154955 SEC #801-110101 WATERVILLE, OH 419-887-5887
SEC Registered
Total AUM
$171.7M
Discretionary
$0
Employees
1
Clients
101
Accounts
469
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $171.7M | $0 | $171.7M | 1 | 0 |
| Apr 2025 | $171.7M | $0 | $171.7M | 1 | 0 |
| Mar 2025 | $171.7M | $0 | $171.7M | 1 | 0 |
| Mar 2024 | $156.7M | $0 | $156.7M | 1 | 0 |
| Mar 2023 | $135.3M | $0 | $135.3M | 1 | 0 |
| Mar 2022 | $157.5M | $0 | $157.5M | 2 | 0 |
| May 2021 | $137.3M | $0 | $137.3M | 2 | 0 |
| Mar 2021 | $137.3M | $0 | $137.3M | 2 | 0 |
| Mar 2021 | $137.3M | $0 | $137.3M | 2 | 0 |
| Jun 2020 | $130.7M | $0 | $130.7M | 2 | 2 |
| Apr 2020 | $130.7M | $0 | $130.7M | 2 | 2 |
| May 2019 | $113.3M | $0 | $113.3M | 2 | 2 |
| Mar 2019 | $113.3M | $0 | $113.3M | 2 | 2 |
| Mar 2018 | $124.2M | $0 | $124.2M | 2 | 0 |
| May 2017 | $107.1M | $0 | $107.1M | 2 | 200 |
| Mar 2017 | $107.1M | $0 | $107.1M | 2 | 200 |
| Feb 2017 | $107.1M | $0 | $107.1M | 2 | 200 |
| Jul 2012 | $76.6M | $0 | $76.6M | 1 | 200 |
| Jun 2012 | $83.4M | $0 | $83.4M | 1 | 200 |
| Mar 2012 | $76.9M | $0 | $76.9M | 1 | 200 |
| Feb 2011 | $80.2M | $0 | $80.2M | 5 | -- |
| Oct 2010 | $75.6M | $0 | $75.6M | 5 | -- |
| Sep 2010 | $0 | $0 | $0 | 5 | -- |
| Sep 2010 | $0 | $0 | $0 | 5 | -- |
DateMay 2025
Total AUM$171.7M
Discretionary$0
Non-Disc.$171.7M
Employees1
Clients0
DateApr 2025
Total AUM$171.7M
Discretionary$0
Non-Disc.$171.7M
Employees1
Clients0
DateMar 2025
Total AUM$171.7M
Discretionary$0
Non-Disc.$171.7M
Employees1
Clients0
DateMar 2024
Total AUM$156.7M
Discretionary$0
Non-Disc.$156.7M
Employees1
Clients0
DateMar 2023
Total AUM$135.3M
Discretionary$0
Non-Disc.$135.3M
Employees1
Clients0
DateMar 2022
Total AUM$157.5M
Discretionary$0
Non-Disc.$157.5M
Employees2
Clients0
DateMay 2021
Total AUM$137.3M
Discretionary$0
Non-Disc.$137.3M
Employees2
Clients0
DateMar 2021
Total AUM$137.3M
Discretionary$0
Non-Disc.$137.3M
Employees2
Clients0
DateMar 2021
Total AUM$137.3M
Discretionary$0
Non-Disc.$137.3M
Employees2
Clients0
DateJun 2020
Total AUM$130.7M
Discretionary$0
Non-Disc.$130.7M
Employees2
Clients2
DateApr 2020
Total AUM$130.7M
Discretionary$0
Non-Disc.$130.7M
Employees2
Clients2
DateMay 2019
Total AUM$113.3M
Discretionary$0
Non-Disc.$113.3M
Employees2
Clients2
DateMar 2019
Total AUM$113.3M
Discretionary$0
Non-Disc.$113.3M
Employees2
Clients2
DateMar 2018
Total AUM$124.2M
Discretionary$0
Non-Disc.$124.2M
Employees2
Clients0
DateMay 2017
Total AUM$107.1M
Discretionary$0
Non-Disc.$107.1M
Employees2
Clients200
DateMar 2017
Total AUM$107.1M
Discretionary$0
Non-Disc.$107.1M
Employees2
Clients200
DateFeb 2017
Total AUM$107.1M
Discretionary$0
Non-Disc.$107.1M
Employees2
Clients200
DateJul 2012
Total AUM$76.6M
Discretionary$0
Non-Disc.$76.6M
Employees1
Clients200
DateJun 2012
Total AUM$83.4M
Discretionary$0
Non-Disc.$83.4M
Employees1
Clients200
DateMar 2012
Total AUM$76.9M
Discretionary$0
Non-Disc.$76.9M
Employees1
Clients200
DateFeb 2011
Total AUM$80.2M
Discretionary$0
Non-Disc.$80.2M
Employees5
Clients--
DateOct 2010
Total AUM$75.6M
Discretionary$0
Non-Disc.$75.6M
Employees5
Clients--
DateSep 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--