Heritage Investors Management Corp

RIASEC RegisteredEst. 1975

Total AUM

$4.6B

Discretionary

$4.6B

100% of AUM

Avg account

$3.2M

Accounts

1,465

Employees

Advisory reps

Firm details

Headquarters: Bethesda, Maryland
CRD number: 110420
Registered since: February 26, 1975
Website: heritageinvestors.com
Custodians: 7501 WISCONSIN AVENUE, SUITE 1500W
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI85.42%
Charitable Organizations6.82%
Corporations / Businesses3.96%
Pension & Profit Sharing Plans2.44%
Individuals1.36%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Heritage Investors Management Corp is an independent registered investment adviser that has been SEC-registered since 1975. The firm is organized as a domestic corporation with individual ownership and acts as a capital allocator for both private and institutional clients. Its client base includes individuals and families as well as businesses and institutions. Compensation is a mix of AUM-based fees, hourly charges and fixed fees. Advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for larger business and institutional clients, and selection of third‑party advisers. Heritage does not identify as an active ESG investor and is not registered as a multi‑state adviser. The firm has appeared on RIA/industry lists, including FA Magazine’s Top RIA Firms in 2020 and CNBC’s Top 100 Financial Advisory Firms in 2021.