CNBC FA 100

October 13, 2025

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    • Heritage Financial is excited to announce our inclusion on CNBC‘s Financial Advisor 100 list, debuting at #67!

    The CNBC FA 100 highlights the country’s leading advisory firms that help clients successfully navigate their financial lives. The selection process began with 40,563 SEC-registered firms and was refined and ranked using CNBC’s proprietary weighted criteria.

    This year marks our first appearance on the list, and we are honored to be included among the top firms in the country.

    Awarded by CNBC October 2025. Data compiled by CNBC and AccuPoint Data Solutions as of June 30, 2025. No compensation was exchanged for placement on this ranking.

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