Top Investment Advisor Recognition

This month Heritage Financial was included in Forbes and Financial Advisor magazine’s national top registered investment advisor rankings.


Image 8-31-20 at 9.44 PM.jpg


Image 8-31-20 at 9.52 PM.jpg

Financial Advisor’s list is based on firm size, while Forbes uses a mix of qualitative and quantitative criteria, including “factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients.”

At Heritage we like to say that Every Detail Matters, and we strive to make a lasting financial impact on the people in our lives and those we serve. 2020 has been a challenging year for many, and I’m extremely proud of our 34 person team for this national recognition during a year in which we focused intently on navigating client portfolios through the first bear market in twelve years and keeping client financial plans updated. Thanks to our clients for their ongoing support and confidence in us. Congratulations to everyone else on these lists.

Financial Advisor Magazine RIA Survey and Ranking 2020

Forbes: America’s Top Wealth Advisors

And be sure to check out the Forbes feature on our Founder and CEO, Chuck Bean.