Heritage Way Advisors - Ownership and Business Overview

Financial ServicesCompany

Heritage Way Advisors Ownership

Who owns Heritage Way Advisors?

Heritage Way Advisors is owned by Creative Planning. It was acquired on April 8, 2022.

Heritage Way Advisors Business Overview

Where is Heritage Way Advisors headquartered?

Heritage Way Advisors is headquartered in Rockford, Illinois.

What sector is Heritage Way Advisors in?

Heritage Way Advisors is a financial services company.

Financial Services M&A Summary in 2022

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2022. The largest financial services acquisition in 2022 was Kensington Mortgage - which was acquired by Barclays Bank UK for $3.5B.

Join Mergr to view all 231 acquisitions of financial services companies in 2022, including 24 acquisitions by private equity firms, and 207 by strategics.

Heritage Way Advisors

Heritage Way Advisors

6845 Weaver Rd Suite 200,
Rockford, Illinois 61114
United States,
www.heritagewayadvisors.com

Heritage Way Advisors is a boutique wealth management firm that services clients in over 20 different states. Heritage Way focuses on asset allocation, investment management, estate planning, wealth transfer planning, and many more wealth management services. Heritage Way Advisors is based in Rockford, Illinois.


Company Summary

SECTOR

Financial Services

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Illinois Companies , Financial Services Companies , United States Companies , Illinois Financial Services Companies , Illinois Financial Services with Acquisitions , Illinois Financial Services with Divestitures

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