HERITAGE WEALTH ADVISORS

919 East Main Street
Suite 950
Richmond, Virginia 23219
Tel: 804-643-4080

About HERITAGE WEALTH ADVISORS

HERITAGE WEALTH ADVISORS, formally registered with the SEC as HERITAGE WEALTH ADVISORS. The firm was established in 10/27/2005. They have over 3 offices throughout the country.

HERITAGE WEALTH ADVISORS is a Richmond, Virginia based Financial Planning firm with nearly $4,001,734,968 assets under management, offering retirement planning & investment advisory services to 1493 clients. The firm is staffed with 35 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	137484
SEC#	801-64803
Assets Managed by Firm	$4,001,734,968
No. of Clients	1493
No. of Advisors	35

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors
Other (TAX PREPARATION)

Firm Client Information

	No. of Clients	AUM
Firm Total	1493	$4,001,734,968
Individuals (other than high net worth individuals)	135	$50,492,409
High net worth individuals	220	$2,354,884,212
Charitable organizations	21	$1,227,589,769
Corporations or other businesses	28	$140,728,885

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VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
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