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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between November 7, 2025 and July 30, 2026, reported AUM increased 6.4%, from $4.6B to $4.9B.
Across 5 reported observations, AUM increased 46.1% between November 2, 2022 and July 30, 2026, from $3.3B to $4.9B.
Of the latest reported AUM, 96.9% is discretionary and 3.1% is non-discretionary.
The firm reports 18 advisory representatives and 461 clients, or 25.6 clients per representative. That equates to $10.5M in reported AUM per client.
The profile lists 3 reported office locations and 20 years in operation. The source data was last updated on July 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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 Investment Officer, MANAGING DIRECTOR, Partner
- CRD
- #2549281
- Ownership
- 10% but less than 25%
Showing 2 of 8 owners & executives
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Jason Ryan Barbera
Director of Private Investments
- CRD
- #7590543
Mark Butler
CFO
- CRD
- --
Showing 2 of 23 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
SMA allocation detail is available
Heritage Wealth Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Heritage Wealth Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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