Financial Planning magazine listed Heritage Financial among their RIA Leaders in the country for 2017. This is the second consecutive year for Heritage to be named within this coveted list.
According to Discovery Data, the firm behind the research for the list, the rankings are based on discretionary and nondiscretionary assets under management listed on SEC Form ADV, as of November 2016. Only independent fee-only planning firms have been included; broker-dealers and commission based firms have been excluded.
Financial Planning magazine stated, “We are looking to capture firms that provide true, holistic financial advice to individuals, only firms with more than 50% individual clients, as can be determined through Form ADVs, are included.”
“It is with great pride that Heritage Financial was named among Financial Planning magazine’s top leaders in the RIA industry. Our meticulous approach to personal wealth management and helping people achieve their financial goals has earned our firm national recognition amongst this coveted list,” Heritage’s CEO Chuck Bean said about the honor.