Heritage Financial is one of the Top RIAs for 2017 as listed in Financial Advisor magazine. This is an annual ranking that uses advisor assets under management (AUM), percentage growth in AUM, average assets per client, percentage growth in assets per client, and percentage change in number of clients as the criteria to find the top RIAs in the country.
Heritage is proud to be included in this coveted list. 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.”