Insights

Niche Asset Manager Heritage Financial Advisory is a small to mid-size investment management firm with 2-10 employees and revenue in the 10M to 25M range, presenting a potential client profile for tailored, high-touch financial technology, compliance, and marketing solutions.

Education Driven The firm emphasizes preparation, education, and execution and engages clients via podcasts, weekly emails, and online videos, signaling opportunities for marketing automation, content personalization, and educational platform enhancements.

Digital Footprint Active tech stack includes Google Ads, LinkedIn Insight Tag, AWS, WordPress, Shopify, Mailchimp, DocuSign, and Datadog, indicating receptiveness to SaaS integrations, digital advertising optimization, e-commerce enablement, and security/compliance tooling.

Compliance Overlay Securities and advisory services are offered through Commonwealth Financial Network with registered state constraints; this suggests a need for streamlined regulatory reporting, client onboarding workflows, and advisor-facing compliance tools.

Growth Readiness Revenue scale and growth trajectory align with opportunities in CRM enhancements, scale-up marketing operations, and cloud-based operations support to sustain client outreach as the team expands.

Heritage Financial Advisory Tech Stack

Heritage Financial Advisory uses 8 technology products and services including Google Ads, Linkedin Insight Tag, Amazon Web Services, and more. Explore Heritage Financial Advisory's tech stack below.

Heritage Financial Advisory Email Formats	Example	Percentage
First@financialadvisorny.com	John@financialadvisorny.com	100%

Heritage Financial Advisory Email Formats

Example

Percentage

First@financialadvisorny.com

John@financialadvisorny.com

100%

Frequently Asked Questions

What is Heritage Financial Advisory's official website and social media links?

Heritage Financial Advisory's official website is financialadvisorny.com and has social profiles on LinkedIn.

How much revenue does Heritage Financial Advisory generate?

As of August 2026, Heritage Financial Advisory's annual revenue is estimated to be $10M - $25M.

What is Heritage Financial Advisory's NAICS code?

Heritage Financial Advisory's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Heritage Financial Advisory have currently?

As of August 2026, Heritage Financial Advisory has approximately 5 employees across 1 continents, including North America. Key team members include President: J. S. Explore Heritage Financial Advisory's employee directory with LeadIQ.

What industry does Heritage Financial Advisory belong to?

Heritage Financial Advisory operates in the Investment Management industry.

What technology does Heritage Financial Advisory use?

Heritage Financial Advisory's tech stack includes Google Ads, Linkedin Insight Tag, Amazon Web Services, WordPress, Shopify, Mailchimp, DocuSign and Datadog.

What is Heritage Financial Advisory's email format?

Heritage Financial Advisory's email format typically follows the pattern of First@financialadvisorny.com. Find more Heritage Financial Advisory email formats with LeadIQ.

When was Heritage Financial Advisory founded?

Heritage Financial Advisory was founded in 1987.

Heritage Financial Advisory

Q: How many employees does Heritage Financial Advisory have currently?

Heritage Financial Advisory has approximately 5 employees.

Q: What technology does Heritage Financial Advisory use?

Heritage Financial Advisory's tech stack includes Proofpoint, JW Player, Modernizr, Nginx, jQuery.

Q: What is Heritage Financial Advisory's NAICS code?

Heritage Financial Advisory's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementNew York, United States2-10 Employees

Heritage Financial Advisory is a small investment management firm based in Smithtown, New York. It provides securities and advisory services through Commonwealth Financial Network, a registered investment adviser. The firm emphasizes preparation, education, and execution as core elements of its financial planning approach, and distributes podcasts, weekly educational emails, and online videos to support client learning.

The company provides services to individuals seeking financial guidance and uses educational resources to help clients prepare for life events and pursue personal goals. Based in Smithtown, New York, Heritage Financial Advisory operates within the investment management industry and conducts its securities and advisory offerings through Commonwealth Financial Network.

Insights

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