Heritage Wealth Advisors competitorsClear all

Heritage Wealth Advisors's top competitors include HAL Holding, Rathbone Brothers, Oppenheimer Holdings and Innovest Systems.
Heritage Wealth Advisors
Heritage Wealth Advisors
At Heritage Wealth Advisors we constantly invest in the skill development and learning experiences of our team members. In return, our clients benefit from the depth of our expertise, experience and creative thought. We are very proud to introduce our team of talented professionals.
HAL Holding
HAL Holding
HAL Holding N.V. is an international holding company based in Curaçao.
Rathbone Brothers
Rathbone Brothers
Rathbone Brothers is a company that provides individual investment and wealth management services for private clients, charities, trustees, and professional partners.
Oppenheimer Holdings
Oppenheimer Holdings
Oppenheimer Holdings Inc. is a middle-market investment bank and service broker-dealer.
Innovest Systems
Innovest Systems
Innovest empowers clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results.
Founding Date
Founding Date
2005
Founding Date
N/A
Founding Date
1742
Founding Date
1950
Founding Date
2000
Type
Type
Private
Type
Public
Type
Public
Type
Public
Type
Private
Tags
Locations
Locations
Richmond, US HQ
Charlottesville, US
Fredericksburg, US
Pittsburgh, US
Locations
Monaco, MC HQ
Willemstad, CW
Locations
London, GB HQ
Saint Helier, JE
Aberdeen, GB
Birmingham, GB
Bristol, GB
Cambridge, GB
Chichester, GB
see more
Locations
New York, US HQ
München, DE
Hong Kong , HK
Tel Aviv Yafo, IL
Saint Helier, JE
Genève, CH
London, GB
Locations
New York, US HQ
Arlington, US
Atlanta, US
Sacramento, US
San Diego, US
Employees
Employees
353% increase
Employees
23,673
Employees
1,5885% increase
Employees
2,917
Employees
811% decrease
Valuation ($)
Valuation ($)
N/A
Valuation ($)
15.6 b
Valuation ($)
1.5 b
Valuation ($)
669.6 m
Valuation ($)
N/A
Twitter followers
Twitter followers
N/A
Twitter followers
N/A
Twitter followers
4.1 k
Twitter followers
N/A
Twitter followers
198
Alexa Website Rank
Alexa Website Rank
325845
Alexa Website Rank
194854
Alexa Website Rank
110434
Alexa Website Rank
270704
Alexa Website Rank
155665
Employee Rating
Employee Rating
1
Employee Rating
5
Employee Rating
4.5
Employee Rating
2.8
Employee Rating
3.2

Financial

Revenue (est.)
Revenue (est.)
N/A
Revenue (est.)
N/A
Revenue (est.)
£383.8m (FY, 2019)
Revenue (est.)
$1.2b (FY, 2020)
Revenue (est.)
N/A
Net income
Net income
N/A
Net income
N/A
Net income
£26.9m (FY, 2019)
Net income
$123m (FY, 2020)
Net income
N/A

Operating

Assets Under Management
Assets Under Management
N/A
Assets Under Management
N/A
Assets Under Management
£49.4b (H1, 2020)
Assets Under Management
$26.1b (Q2, 2017)
Assets Under Management
N/A
For sources of this data, please see the company profile

View company profiles

HAL Holding
HQ
Monaco, MC
Employees
23,673

HAL Holding N.V. is an international holding company based in Curaçao.

View company
Rathbone Brothers
HQ
London, GB
Employees
1,588↑ 5% increase

Rathbone Brothers is a company that provides individual investment and wealth management services for private clients, charities, trustees, and professional partners.

View company
Oppenheimer Holdings
HQ
New York, US
Employees
2,917

Oppenheimer Holdings Inc. is a middle-market investment bank and service broker-dealer.

View company
Innovest Systems
HQ
New York, US
Employees
81↓ 1% decrease

Innovest empowers clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results.

View company