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Robertson Fortner, Heather

CEO and Chair

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Luminaries 2026

RIAs: More Than $10 Billion AUM/AUA

Luminaries 2026 Impact Statement

Heather Robertson Fortner is CEO and Chair of SignatureFD, a $10-plus billion independent RIA serving more than 1,800 families. Having spent more than two decades helping build the firm from a $250 million advisory practice into one of the Southeast's leading wealth management firms, she has become known for a leadership philosophy that combines operational excellence with deep investment in people. A frequent speaker, advisor, and advocate for financial literacy, Heather serves on advisory boards for Fidelity and Capital Group and has previously advised Charles Schwab, TD Ameritrade, Goldman Sachs Advisor Solutions, and Orion. Her insights on leadership, behavioral finance, advisor wellness, and the future of wealth management have been featured in national publications.