Insights

Wealth Expansion Growth through strategic acquisition and office expansion presents cross-sell opportunities with Mangham Associates integration, multi-family office services, and investment execution capabilities for UHNW clients and foundations.

Asset Intelligence Active stake investments across diverse assets including iShares Core U.S. REIT ETF, Celsius, Ferguson, Shore Bancshares, and Old Dominion Freight Line indicate a demand for tailored investment strategies; leverage this for advanced portfolio construction, ESG screening, and risk management services.

Family Office Synergy Independent multi-family office model with integrated investments, tax, estate planning, and philanthropy aligns with opportunities to offer coordinated planning packages to existing and prospective UHNW families and foundations.

Geographic Growth Strategic move into Charlottesville and expansion beyond Richmond signals a regional growth play; explore localized advisory services, trust and philanthropy programs, and family governance solutions to capture new high-net-worth segments.

Tech Enablement Current tech stack shows core business tools; there is potential to upsell modern wealth tech, client portal enhancements, data analytics, and scalable back-office automation to improve client experience and referrals.

Heritage Wealth Advisors Tech Stack

Heritage Wealth Advisors uses 8 technology products and services including QuickBooks, iCIMS, Canva, and more. Explore Heritage Wealth Advisors's tech stack below.

QuickBooks

Accounting And Finance

iCIMS

Applicant Tracking Systems

Canva

Audio, Video, Graphics

Joomla

Content Management System

Shopify

E-commerce

ADP

Human Resource Management System

Vimeo

Video Players

Adobe Creative Suite

Visualisation Software

Heritage Wealth Advisors Email Formats	Example	Percentage
FLast@heritagewealth.net	JDoe@heritagewealth.net	98%
FMiddleLast@heritagewealth.net	JMichaelDoe@heritagewealth.net	2%

Heritage Wealth Advisors Email Formats

Example

Percentage

FLast@heritagewealth.net

JDoe@heritagewealth.net

98%

FMiddleLast@heritagewealth.net

JMichaelDoe@heritagewealth.net

Frequently Asked Questions

What is Heritage Wealth Advisors's phone number?

You can contact Heritage Wealth Advisors's main corporate office by phone at

+1-804-643-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Heritage Wealth Advisors's official website and social media links?

Heritage Wealth Advisors's official website is heritagewealth.net and has social profiles on LinkedIn.

How much revenue does Heritage Wealth Advisors generate?

As of August 2026, Heritage Wealth Advisors's annual revenue is estimated to be $25M - $50M.

What is Heritage Wealth Advisors's NAICS code?

Heritage Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Heritage Wealth Advisors have currently?

As of August 2026, Heritage Wealth Advisors has approximately 49 employees across 1 continents, including North America. Key team members include Chief Investment Officer: R. H., Vice President Operations-Production-Manufacturing: T. S. and Investment Management Director: D. B. Explore Heritage Wealth Advisors's employee directory with LeadIQ.

What industry does Heritage Wealth Advisors belong to?

Heritage Wealth Advisors operates in the Financial Services industry.

What technology does Heritage Wealth Advisors use?

Heritage Wealth Advisors's tech stack includes QuickBooks, iCIMS, Canva, Joomla, Shopify, ADP, Vimeo and Adobe Creative Suite.

What is Heritage Wealth Advisors's email format?

Heritage Wealth Advisors's email format typically follows the pattern of FLast@heritagewealth.net. Find more Heritage Wealth Advisors email formats with LeadIQ.

When was Heritage Wealth Advisors founded?

Heritage Wealth Advisors was founded in 2005.

Heritage Wealth Advisors

Q: How many employees does Heritage Wealth Advisors have currently?

Heritage Wealth Advisors has approximately 49 employees.

Q: What technology does Heritage Wealth Advisors use?

Heritage Wealth Advisors's tech stack includes Priority Hints, jQuery Migrate, Joomla, Adobe Acrobat DC, Twemoji.

Q: What is Heritage Wealth Advisors's NAICS code?

Heritage Wealth Advisors's NAICS code is 52 (Finance and Insurance).

Financial ServicesVirginia, United States11-50 Employees

Heritage Wealth Advisors is an independent multi-family office based in Richmond, Virginia, that coordinates a range of wealth services for ultra-high-net-worth families, foundations, and institutions. Rather than operating in silos, the firm assembles a coordinated team across investments, tax, estate planning, and philanthropy to provide greater clarity and reduce administrative burdens for clients, with the aim of a more strategic, generational approach to wealth management. The organization serves high-net-worth clients seeking integrated guidance to steward their accumulated resources and align them with long-term life and legacy goals.

 Founded and headquartered in Richmond, Heritage Wealth Advisors operates within the financial services industry as a boutique, full-service office serving a select clientele. The firm has expanded its presence to Charlottesville, Virginia, reflecting growth in its geographic footprint and the breadth of its service capabilities. The enterprise emphasizes independent ownership and a comprehensive, client-centric model designed to support families and institutions across multiple facets of wealth management.

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