Heritage Financial has been named to the 2017 Financial Times’ Top 300 Registered Investment Advisors. According to Financial Times, this list is based on six broad factors, including advisor’s assets under management (AUM), asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility.
The Financial Times invited more than 2,000 Registered Investment Advisors (RIAs) to complete a lengthy application. They then added their own research into the advisory firms’ practices, including data from regulatory filings, to select the top 300 firms. This list differs from other RIA rankings because it presents an elite group of RIAs, not a competitive ranking of one to 300.
Heritage’s Founder and CEO, Chuck Bean said, “I’m extremely proud that our firm earned this national recognition among an elite class of advisory firms in the industry. Our extensive team of professionals follow the motto of ‘always put our clients’ interests ahead of everything else’, and it’s wonderful to see such hard work, commitment and exceptional care of our clients be rewarded with this recognition. I owe a great deal of gratitude to our wonderful clients and exceptional staff.”
The research was conducted on behalf of the Financial Times by Ignites Research, a Financial Times sister publication. The RIAs had no subjective input.