Heritage Wealth Advisors

Heritage Wealth Advisors (CRD# 137484) is a financial advisory firm headquartered in Richmond, VA. They manage $4,001,734,968 in 1,493 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
919 East Main Street, Suite 950, Richmond, VA 23219
http://www.heritagewealth.net
By the Numbers
  • Total Assets Under Management
    4,002
    MILLION
  • Total Number of Accounts
    1,493
    ACCOUNTS
  • Average Account Value
    $2,680,332
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, LA, NC, NY, PA, SC, TN, TX, VA

Financial Advisors at Heritage Wealth Advisors
Showing 11 - 13 of 13 top financial advisors.
11
Meagan Roberts, financial advisor Sewickley PA
Meagan E. Roberts
CRD#: 7462097
409 Broad Street, Suite 250, Sewickley, PA 15143

Meagan Roberts (CRD# 7462097) is an Investment Advisor Representative working at Heritage Wealth Advisors in Sewickley, PA and has 1 year of experience in the finance industry.

12
Daniel Rowe, financial advisor Richmond VA
Daniel A. Rowe
CRD#: 6855630
919 East Main Street, Suite 950, Richmond, VA 23219

Daniel Rowe (CRD# 6855630) is an Investment Advisor Representative working at Heritage Wealth Advisors in Richmond, VA and has over 6 years of experience in the finance industry.

13
Sarah Simmer, financial advisor Richmond VA
Sarah C. Simmer
CRD#: 7068652
919 East Main Street, Suite 950, Richmond, VA 23219

Sarah Simmer (CRD# 7068652) is an Investment Advisor Representative working at Heritage Wealth Advisors in Richmond, VA and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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