We are excited to announce that our Founder and CEO, Chuck Bean, and the firm have once again been recognized as one of Barron’s Top 100 Independent Advisors in the country.
Chuck Bean commented, “It is an incredible honor to once again be recognized on Barron’s prestigious list of Top 100 Independent Financial Advisors in the nation. Our independence allows our highly credentialed Wealth Managers to partner with best-in-class attorneys, accountants, and consultants across the country to collaboratively meet, and exceed, the needs of our clients. I am very proud to share this honor with the entire Heritage team and am deeply grateful to our clients for their continued loyalty to our firm.”
This is the 13th consecutive year and 14th year overall making this prestigious list of top advisors in the country. The ranking reflects the volume of assets overseen, revenues generated, and the quality of the advisors’ practices.
Awarded September 15, 2023 based on data gathered by Barron’s for the year ending as of June 30, 2023. Award ranking methodology can be found on the Awards & Recognition page of our website, or with a subscription on Barron’s website.