Heritage Wealth Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

137484

SEC number

801-64803

Firm type

RIA

Assets under management

$4.9B as of May 1, 2026

Website

www.linkedin.com/COMPANY/HERITAGE-WEALTH-ADVISORS ↗

Phone

804-643-4080

Address

919 East Main Street, Richmond, VA, 23219

Advisors at this firm

16 in our index · page 1 of 1

• Caroline Elizabeth BaronianCRD 5935423 · Richmond, VA
  IA Registered
• Jason Ryan BarberaCRD 7590543 · Durham, NC
  IA Registered
• Marshall Ogden ChambersCRD 5893406 · Richmond, VA
  IA Registered
• Wesley Clark CullinaneCRD 5443950 · Richmond, VA
  IA Registered
• Steven Coles HendersonCRD 1342362 · Richmond, VA
  IA Registered
• Charles Thomas HillCRD 5270946 · Richmond, VA
  IA Registered
• John Gwyn JordanCRD 2549281 · Richmond, VA
  IA Registered
• Zuzanna KaczmarekCRD 8164601 · Richmond, VA
  IA Registered
• Kaitlyn Jo KocubaCRD 6685850 · Wexford, PA
  IA RegisteredRegistration inactive
• Matthew Joseph OstenCRD 7338521 · Richmond, VA
  IA Registered
• Kristen Barnes PuryearCRD 6819234 · Richmond, VA
  IA RegisteredRegistration inactive
• Delores Ann RemoCRD 2847665 · Richmond, VA
  IA Registered
• Meagan Elizabeth RobertsCRD 7462097 · Wexford, PA
  IA Registered
• Daniel Albert RoweCRD 6855630 · Richmond, VA
  IA RegisteredRegistration inactive
• Sarah Christine SimmerCRD 7068652 · Richmond, VA
  IA Registered
• Aaron Marten ZitaloneCRD 7307291 · Wexford, PA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.