|
⚲
|
| Keyboard |
| Heritage Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 154955 |
| SEC # | 801-110101 |
| CIK # | |
| AUM | 188.0 M (2026-03-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 419-887-5887 |
| Address | 103 North River Road Waterville, OH 43566 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 185 | 45.7 |
| (b) Individuals (high net worth individuals) | 35 | 84.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 57.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 502 | 188.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 502 | 188.0 |
| Total | 502 | 188.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 188.0 | |
| Total | 502 | 188.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Odyssey Capital Advisors Inc
✚
|
PA | 189.2 M |
|
Hahn Financial Group Inc
✚
|
SD | 188.7 M |
|
Ivy League Financial Advisors LLC
✚
|
MD | 188.7 M |
|
SDR Investment Management Inc
✚
|
FL | 188.6 M |
|
Wright Wealth LLC
✚
|
GA | 188.5 M |
|
KFG LLC
✚
|
SD | 188.1 M |
|
Wall Street Financial Group Inc
✚
|
IL | 187.7 M |
|
Arcwood Financial LLC
✚
|
AZ | 186.6 M |
|
Closed-End Fund Advisors Inc
✚
|
186.3 M | |
|
Winthrop Partners - WNY LLC
✚
|
NY | 186.2 M |