Insider

Heritage Financial Again Named to FA Magazine’s Top RIA Rankings

For the fifth year in a row Heritage Financial Services has been named to FA Magazine’s Top RIA Ranking. 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.

“We are very pleased and proud to be recognized by a major Registered Investment Advisor industry ranking. We have worked extremely hard to deliver value to our clients and will continue to expand our offerings as we grow” said Chuck Bean, CEO of Heritage Financial.

About Heritage Financial
Based in the Boston area, Heritage Financial is a personal wealth management firm with 20+ years of experience and $1.5 billion in assets under management. Heritage is the best choice for people who are serious about their finances – its team provides detailed financial planning for its clients and builds smart, cost-effective portfolios. The firm’s client retention rate is 99 percent. Services include investment management, cash flow and financial planning, tax planning, retirement planning, philanthropy and estate planning. Visit www.heritagefinancial.net.