Heritage Financial is honored to be recognized by InvestmentNews on its inaugural list of 5-Star RIA Firms. For years, InvestmentNews has celebrated excellence across a range of 5-Star award categories, and this year marks the first time Registered Investment Advisors (RIAs) are being recognized.
The 5-Star RIA award highlights firms with $1B or more in assets under management, based primarily on growth in both assets and clients. Secondary qualitative factors that contributed to Heritage Financial’s recognition include our team-based approach, diverse and customizable investment solutions, high-touch client service, and dedicated in-house investment and financial planning teams.
Together, these elements allow us to deliver detailed, comprehensive wealth management that goes beyond traditional financial planning by integrating investments, tax, estate, and multi-generational planning. We believe our experience, expertise, breadth of services, and ability to adapt over the past thirty years have been essential to the growth and success of both our clients and our firm.
Most importantly, this recognition is a reflection of the trust our clients place in us. We are deeply grateful for the opportunity to serve them and remain committed to helping them achieve their goals, protect their legacies, and plan confidently for the future.
Awarded September 2025 based on data as of December 31, 2024. No compensation has been exchanged. Award ranking methodology can be found on the Awards & Recognition page of our website or on InvestmentNews.com.