Heritage Wealth Advisors Revenue, Growth & Competitor Profile

DBA HERITAGE WEALTH ADVISORS, LLC

Company Profile & Annual Report for Heritage Wealth Advisors

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Heritage Wealth Advisors Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	919 East Main Street Suite 950 Richmond, VA 23219

Note: Revenues for privately held companies are statistical evaluations.


Heritage Wealth Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Heritage Wealth Advisors's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Heritage Wealth Advisors is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Heritage Wealth Advisors Annual Revenue and Growth Rate

Heritage Wealth Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Heritage Wealth Advisors's revenues are gauged from an analysis of company filings.

Heritage Wealth Advisors's Income Statement (based on Industry Averages)

Heritage Wealth Advisors P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Market Share of Heritage Wealth Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Heritage Wealth Advisors, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Heritage Wealth Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
CARY STREET PARTNERS	Richmond, VA	100
PA CAPITAL	Richmond, VA	42
THOMPSON SIEGEL & WALMSLEY	Richmond, VA	39
WEALTHCARE CAPITAL MANAGEMENT	Richmond, VA	33
LONDON COMPANY OF VIRGINIA	Richmond, VA	30
MATRIX CAPITAL MARKETS GROUP	Richmond, VA	24

Other Companies at 919 East Main Street, Richmond VA

Company	Headquarters	Revenue ($ MM)
VIRGINIA CHAMBER OF COMMERCE	Richmond, VA	100
INVESTMENT MANAGEMENT OF VIRGINIA	Richmond, VA	100
CARL M. BATES CHAPTER 13 TTEE	Richmond, VA	0
LECLAIRRYAN PLLC	Richmond, VA	0
JOHN EARLY SENIORS HOUSING	Richmond, VA	0

Future Competition: Heritage Wealth Advisors's Fastest Growing Competitors

These companies are in the same general field as Heritage Wealth Advisors and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)