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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Wave matrix
- Established Date
- 10-27-2005
- Office Locations
- 3
Office Locations
About Heritage Wealth Advisors
Heritage Wealth Advisors is a fiduciary, multi-family office founded in 2005 serving families, executives/entrepreneurs, and institutions (including foundations and endowments). The team delivers white-glove financial planning and investment management with a multigenerational lens, coordinating across clients’ broader professional teams and supporting philanthropic goals. Investment work emphasizes long-term diversification and asset allocation, using vehicles such as ETFs, index funds, and mutual funds, and leverages platforms like eMoney and Tamarac.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHARLES THOMAS HILL JR
Chief Financial Officer, Director of Client Services, Senior Wealth Advisor
- CRD
- #5270946
- Ownership
- 10% but less than 25%
JOHN GWYN JORDAN III
Chief Compliance Officer, Chief Investment Officer, MANAGING DIRECTOR
- CRD
- #2549281
- Ownership
- 10% but less than 25%
Matrix ridge
Oak crest
- CRD
- #35485
- Ownership
- 24.2%
Showing 2 of 10 owners & executives
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Jason Ryan Barbera
Director of Private Investments
- CRD
- #7590543
CAROLINE ELIZABETH BARONIAN
Director of Investments
- CRD
- #5935423
Quantum meridian
Catalyst element signal
- CRD
- #99381
Showing 2 of 24 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,705,675,429 | $2,970,755 |
| Non-Discretionary | $152,870,220 | $4,777,194 |
| Total | $4,858,545,649 | $3,006,526 |
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Separately Managed Accounts
Total SMA Asset: $4,603,173,423
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $391,241,089 | 12.6% |
| Public Funds | $347,769,857 | 11.2% |
| U.S. Government/Agency | $136,623,872 | 4.4% |
| Private Funds | $580,651,457 | 18.7% |
| Cash | $642,753,217 | 20.7% |
| Corporate - Investment Grade | $621,017,601 | 20.0% |
| Municipal Bonds | $385,030,914 | 12.4% |
| Total | $3,105,088,007 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER FUSION | EMBER OPTIMA | DVT9NAXNJ | KKS | 8.15% | $113,710,047 |
| QUANTUM FRONTIER | BRIDGE BEACON | I0P17ATM3 | OZKTM | 8.74% | $79,787,525 |
| BEACON PEAK VITAL | OPTIMA CAPITAL | XYQYFZAR1 | TOR | 7.62% | $84,714,901 |
| RIDGE ALPHA ZENITH | EMBER LEGACY | YBZ92EHEV | FPDKH | 5.37% | $116,039,508 |
| PATHWAY CREST CAPITAL | CATALYST CAPITAL | V4RVGKGDZ | XFQJR | 5.70% | $3,603,308 |
| FUSION PIONEER MERIDIAN | VERTEX UNISON | VS1NDIATN | QEY | 5.70% | $76,422,140 |
| RADIAL OAK FUSION | GLACIER DELTA | WNRDGHA1X | JUDT | 2.62% | $84,893,314 |
| FUSION PRIME | FUSION UNISON | J8EQ43EOD | OWOL | 9.22% | $106,683,100 |