Heritage Financial has been named to the 2017 Financial Times’ Top 300 Registered Investment Advisors. According to Financial Times, this list is based on six broad factors, including advisor’s assets under management (AUM), asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility.
The Financial Times invited more than 2,000 Registered Investment Advisors (RIAs) to complete a lengthy application. They then added their own research into the advisory firms’ practices, including data from regulatory filings, to select the top 300 firms. This list differs from other RIA rankings because it presents an elite group of RIAs, not a competitive ranking of one to 300.
The research was conducted on behalf of the Financial Times by Ignites Research, a Financial Times sister publication. The RIAs had no subjective input.