For the twelfth year in a row Heritage Financial Services has been named to FA Magazine’s Top RIA Ranking for 2019. 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 the number of clients as the criteria to find the top RIAs in the country.
“Consistent delivery of top quality financial planning and investment advisory services has been our goal since we began this company” said Chuck Bean, CEO of Heritage Financial. “We are pleased to have been recognized once again as a national leader by one of the top publications in our industry”
About Heritage Financial
Based in the Greater Boston Area, Heritage Financial is a personal wealth management firm with over 20 years of experience. We help people who are serious about their finances by building smart, cost-effective portfolios paired with detailed financial planning. Heritage does not provide or receive any compensation to or from any person, firm or media in exchange for placement on a ranking. Past performance is not an indication of future results. www.heritagefinancial.net.
Awarded July 2019 based on data gathered by Financial Advisor Magazine as of December 31, 2018. Award ranking methodology can be found on the Awards & Recognition page of our website or here.