Heritage Wealth Advisors

Registered investment advisor · Richmond, Virginia · CRD #137484

Assets Under Management

$4.9B

Client Accounts

1,616

Employees

CRD Number

137484

Registration

SEC Registered

Custodian

National Financial Services Llc, Charles Schwab & Co., Inc.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Heritage Wealth Advisors

Heritage Wealth Advisors is an SEC-registered investment adviser and multi-family office founded in 2005 by Dee Ann Remo. Based in Virginia, the firm specializes in comprehensive financial stewardship for high-net-worth clients, focusing on building lasting legacies across generations. With approximately $5 billion in assets under management, Heritage operates from three locations and emphasizes integrity, collaboration, and a commitment to clients' long-term financial goals. The firm offers a

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Heritage Wealth Advisors

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Frequently Asked Questions

What is Heritage Wealth Advisors's AUM?

Heritage Wealth Advisors reports approximately $4.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Heritage Wealth Advisors headquartered?

Heritage Wealth Advisors is headquartered in Richmond, Virginia.

What is Heritage Wealth Advisors's CRD number?

Heritage Wealth Advisors's CRD number is 137484. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.