HERITAGE WEALTH PARTNERS, LLC is a Dublin, Ohio based financial advisory firm with nearly $227,269,986 in assets under management and provides investment advisory services for 1332 clients. There are currently 11 financial advisors at the firm.
General Information |
| Firm CRD#: | 290276 | |
| SEC#: | 801-122695 | |
| Assets under Management: | $227,269,986 | |
| No. of Clients: | 1332 | |
| No. of Advisors: | 11 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals | |
| Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| NATIONWIDE INVESTMENT ADVISORS, LLC | 142373 | 801-52664 | 268786 | 401 | $12,147,000,000 |
| FIFTH THIRD SECURITIES, INC. | 628 | 801-63623 | 41519 | 1205 | $7,311,047,248 |
| STRATOS WEALTH PARTNERS, LTD | 153184 | 801-71457 | 33863 | 525 | $10,316,254,814 |
| HUNTINGTON FINANCIAL ADVISORS | 16986 | 801-58015 | 29200 | 432 | $4,300,721,252 |
| BEACON CAPITAL MANAGEMENT, INC. | 120641 | 801-61249 | 16372 | 25 | $4,922,296,385 |
| VALMARK ADVISERS, INC. | 108050 | 801-55564 | 16044 | 260 | $5,802,516,925 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 292246 | 801-112635 | 5301 | 71 | $6,948,868,876 |
| CLEARSTEAD; HARTLAND & CO., LLC | 105674 | 801-33554 | 5102 | 126 | $10,227,847,468 |
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | 286002 | 801-108996 | 2122 | 91 | $6,453,176,238 |
| REDTREE INVESTMENT GROUP | 171615 | 801-79797 | 455 | 8 | $7,240,028,513 |
| GATEWAY INVESTMENT ADVISERS, LLC | 146681 | 801-68972 | 46 | 21 | $8,592,744,527 |
| PEPPERTREE CAPITAL MANAGEMENT INC. | 163215 | 801-80031 | 20 | 29 | $4,765,156,035 |
| NATIONWIDE ASSET MANAGEMENT, LLC | 143668 | 801-67833 | 12 | 164 | $14,695,163,226 |
| IDR INVESTMENT MANAGEMENT, LLC | 286208 | 801-108809 | 5 | 12 | $5,462,600,375 |
| OHIO NATIONAL INVESTMENTS INC | 107528 | 801-51396 | 2 | 21 | $10,894,454,296 |