A complete list of active advisors currently associated with Heritage Wealth Advisors
Warmer can help you find a great advisor at Heritage Wealth Advisors or one who fits your needs even better.
Heritage Wealth Advisors serves high-net-worth and individual clients, families, trusts and estates, business entities, non-profit organizations, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, tax preparation and retirement-plan advisory. The firm provides integrated consulting and implementation support and coordinates with outside professionals when clients request additional services. Heritage constructs personalized asset-allocation models that reflect time horizon, risk tolerance, cash-flow needs and tax considerations, implementing portfolios with mutual funds, ETFs, individual equities, fixed income, separately managed accounts and private investments and reviewing portfolios at least quarterly. The firm may recommend independent managers, use options and other strategies for hedging or income, offers client portals (eMoney/Tamarac), and discloses the supervised use of AI tools in its advisory process. What distinguishes Heritage from many multi-team peers is its role as investment manager and affiliated general partner/manager to multiple private investment funds and its management of pooled investment vehicles; the firm recently launched an additional fund series and offers both advisory-linked share classes for clients and non-advisory (Class B) interests. The brochure notes that advisory-linked fund holdings are included in client AUM for billing purposes, participation in the funds is voluntary and governed by separate offering documents, and fund financials are audited and disclosed, with related conflicts and custody considerations addressed.
To learn more about the advisors currently working at Heritage Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Heritage Wealth Advisors's office locations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)