Be advised. This firm is no longer registered.

Heritage Way Advisors, LLC

Heritage Way Advisors, LLC (CRD# 124816) is a financial advisory firm headquartered in Rockford, IL. They manage $368,490,866 in 501 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    368
    MILLION
  • Total Number of Accounts
    501
    ACCOUNTS
  • Average Account Value
    $735,511
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, IL, MI, MN, NH, SC, TX, WI

Financial Advisors at Heritage Way Advisors, LLC
No Advisor Found.
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