ria

Heartwood Wealth Advisors

RICHMOND, VA

CRD: 300273

In network coverage since September 29, 2026 · 5 stories

$1.5BRegulatory AUMSEC Form ADV · Oct 3

13EmployeesForm ADV

2Deals on our tracker

Deal recordFull tracker →

Sep 30, 26Deal announcedWaverly Advisors · $1.7B — coverage

Sep 28, 26Deal announcedWaverly Advisors · $1.7B — coverage

Network coverage

The Close

Beacon Pointe adds $1.35B across three RIAs, passing $70B

The trio includes a roughly $1 billion California and Texas planner and two firms under $250 million; Wealthspire also bought a London wealth manager.

M&A · Oct 1Nuveen closes Schroders deal without disclosing price or cost savings; 12-to-18-month separation planned

move · Sep 29Most remaining Wells producing managers told to pick clients or management

Deals & PE · Sep 29Canyon and Castlelake file zero-sold credit funds as Nscale SPV sells $2.5M

M&A · Sep 29Waverly to buy a $1.7B Richmond RIA, its 36th deal since Aspire's 2021 stake