Heritage Wealth Advisors

RIASEC RegisteredEst. 2005
Total AUM
$4.9B
Discretionary
$4.7B
97% of AUM
Avg account
$3M
Accounts
1,616
Employees
36
Advisory reps
16

Firm details

Headquarters
Richmond, Virginia
CRD number
137484
Registered since
October 27, 2005
Website
www.heritagewealth.net
Custodians
NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI53.67%
  • Charitable Organizations33.57%
  • Corporations / Businesses6.59%
  • Pooled Investment Vehicles5.26%
  • Individuals0.91%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Heritage Wealth Advisors is an independent registered investment adviser formed in 2005 and organized as a limited liability company. The firm serves both individual/family and institutional clients, charging a mix of asset-based fees and fixed fees. It describes itself as a capital allocator and provides a range of advisory services including financial planning, portfolio management for individuals and pooled vehicles, pension consulting, and manager selection. The firm also acts as a sponsor/GP and managing member for pooled investment vehicles and identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 34%, Public Funds/Mutual Funds 33%, US Government Bonds 12%, Private Funds 10%, State & Local Bonds 4%, Investment Grade Corp Bonds 4%, Cash & Cash Equivalents 4%34%
  • Exchange Traded Equities34%
  • Public Funds/Mutual Funds33%
  • US Government Bonds12%
  • Private Funds10%
  • State & Local Bonds4%

Owners & executives

2 of 2
  • Delores Remo

    Delores Remo

    Founder, CEO and Managing DirectorCRD 2847665

  • John Jordan

    John Jordan

    Chief Investment OfficerCRD 2549281

Contacts

3 of 14
  • Caroline Baronian

    Caroline Baronian

    Director of ResearchCRD 5935423

  • Jason Barbera

    Jason Barbera

    DirectorCRD 7590543

  • Matthew Osten

    Matthew Osten

    Investment AssociateCRD 7338521

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 183

Active vs passive

$1.8B in ETFs

Passive

99%

$1.8B

Active

<1%

$10.6M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$563M752,07631.84%
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Location

Primary office

Richmond, VA

Richmond City

Location

Richmond, VA

Headquartered in Richmond, VA, in the South of the United States.

Region
South
County
Richmond City
Address
919 E Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth