Heritage Investment Group, Inc.

RIASEC Registered

Total AUM

$2.2B

Discretionary

$2.2B

100% of AUM

Avg account

$995K

Accounts

2,239

Employees

Advisory reps

Firm details

Headquarters: Pompano Beach, Florida
CRD number: 113204
Registered since: July 16, 2001
Website: heritageinvestment.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI88.9%
Individuals8.59%
Pension & Profit Sharing Plans1.4%
Charitable Organizations1.11%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Heritage Investment Group, Inc. is an independent registered investment adviser that has been SEC-registered since 2001. The firm serves both individual and family clients as well as institutional investors, operating under a percentage-of-AUM fee model and providing financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and manager selection services. Heritage describes itself as a capital allocator and its industry affiliations indicate roles as a sponsor/GP and managing member of pooled investment vehicles. The firm has repeatedly appeared on CNBC’s list of Top 100 Financial Advisory Firms (2019, 2020, 2021, 2022, and 2025). Heritage does not identify as an active ESG investor.