# HERITAGE WEALTH ADVISORS, LLC

HERITAGE WEALTH ADVISORS, LLC of RICHMOND, VA is an SEC-registered investment adviser.

## Registration

- CRD: 137484
- Type: SEC-registered investment adviser
- SEC file number: 801-64803
- Location: 919 EAST MAIN STREET, SUITE 950, RICHMOND, VA, 23219
- Phone: 804-643-4080
- Latest filing: 2026-07-30
- Regulatory AUM: $4.9B
- Discretionary AUM: $4.7B
- Non-discretionary AUM: $152.9M
- Clients: 36
- Accounts: 1,616

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Investment cos, Other

## Officers, owners & control persons (28)

_Showing 25 of 28 people._

| Name | Role | Location |
| --- | --- | --- |
| Delores Ann Remo | CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR; MANAGING MEMBER | — |
| Charles Thomas Hill | CHIEF FINANCIAL OFFICER AND SENIOR WEALTH ADVISOR; DIRECTOR OF TAX SERVICES | — |
| Marshall Ogden Chambers | DIRECTOR OF CLIENT STRATEGY AND DEVELOPMENT | — |
| John Gwyn Jordan | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER AND MANAGING DIRECTOR; CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | — |
| Caroline Elizabeth Baronian | MANAGING DIRECTOR OF INVESTMENTS | — |
| Sarah Christine Simmer | MANAGING DIRECTOR OF CLIENT EXPERIENCE | — |
| James Frank Remo | MEMBER | — |
| Tina Marie Leiter | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | — |
| Sara Frazier Gochenour | CHIEF OPERATING OFFICER | — |
| Steven Coles Henderson | MANAGING DIRECTOR OF PRIVATE INVESTMENTS AND FOUNDATION STRATEGIES | — |
| Meagan Elizabeth Roberts | MANAGING DIRECTOR CLIENT SERVICES; MANAGING DIRECTOR OF FINANCIAL PLANNING AND TAX | — |
| HILL RUSSELL THOMAS | CHIEF COMPLIANCE OFFICER; CLIENT SERVICES MANAGER; DIRECTOR OF CLIENT SERVICES (+3 more) | — |
| LEITER TINA MARIE | CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | — |
| REMO DELORES ANN | CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR; CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR; MANAGING DIRECTOR (+1 more) | — |
| FEATHERNGILL LISA RUDOLPH | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | — |
| COOKE STEVEN FREDERICK | CHIEF COMPLIANCE OFFICER | — |
| SISISKY MARK BROWN | MANAGING DIRECTOR | — |
| CHAMBERS MARSHALL OGDEN | DIRECTOR OF CLIENT STRATEGY AND DEVELOPMENT; LEAD ADVISOR; RELATIONSHIP MANAGER (+1 more) | — |
| PROUTT MARTHA ORR | DIRECTOR OF MARKETING AND SPECIAL PROJECTS, LEAD ADVISOR; RELATIONSHIP MANAGER; SENIOR RELATIONSHIP MANAGER | — |
| HENDERSON STEVEN COLES | DIRECTOR OF PRIVATE INVESTMENTS AND FOUNDATION STRATEGIES | — |
| JORDAN JOHN GWYN | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER; INVESTMENT MANAGEMENT DIRECTOR (+1 more) | — |
| BACON LAURA | CHIEF OPERATING OFFICER | — |
| BACON LAURA BENTLEY | CHIEF OPERATING OFFICER | — |
| GOCHENOUR SARA FRAZIER | CHIEF OPERATING OFFICER | — |
| BARONIAN CAROLINE ELIZABETH | DIRECTOR OF INVESTMENTS; DIRECTOR OF RESEARCH; RESEARCH MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/137484/brochure
- Similar advisers: https://search.stillhousedata.com/firm/137484/similar
- Related entities: https://search.stillhousedata.com/firm/137484/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/137484

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.