Awards & Recognition

Heritage Financial and its Founder and Chairman, Chuck Bean, have regularly appeared on top wealth management lists compiled by Barron’s, Forbes, The Financial Times, and Financial Advisor Magazine, and have also received the distinguished honors of being named a Barron’s Hall of Fame Advisor (2019) and a recipient of the Charles Schwab Best in Business Impact Award (2017). Details on each recognition are below. Heritage does not provide or receive any compensation to or from any person, firm or media in exchange for placement on a ranking.

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BARRON'S HALL OF FAME ADVISOR

Inducted September 2019 based on data from 2008, 2011-2019.

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TOP 100 INDEPENDENT FINANCIAL ADVISORS, TOP 1200 FINANCIAL ADVISORS

“Top 100 Independent Financial Advisors” 2008, 2011-2022. Awarded each September (2008, 2011-2022) by Barron's based on data within a 12-month period.

“Top 1200 Financial Advisors” 2009, 2014-2023. Awarded each March (2009, 2014-2023) by Barron's based on data within a 12-month period.

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Top 100 RIA FIRMS, BEST IN STATE, & AMERICAS TOP 250 WEALTH ADVISORS

“America's Top 100 RIA Firms” 2022. Awarded October 2022. Data compiled by SHOOK Research LLC based on data for the year ending December 31, 2021. 

“Best in State” 2019-2023. Awarded each April (2019-2023). Data compiled by SHOOK Research LLC based on data within a 12-month period. 

“Americas Top 250 Wealth Advisors” 2017-2021. Awarded each August (2017-2021). Data compiled by SHOOK Research LLC based on data within a 12-month period. 

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BEST-IN-BUSINESS IMPACT AWARD

“Best-in-Business IMPACT Award” winner 2017

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TOP 300 REGISTERED INVESTMENT ADVISORS

2018 - Awarded June 2018 based on data gathered for the year ending December 31, 2017.

2019 - Awarded June 2019 based on data gathered for the year ending December 31, 2018.

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TOP REGISTERED INVESTMENT ADVISORS

“Top Registered Investment Advisor” for 12 consecutive years, 2009-2022. Awarded each August 2009-2022 by Financial Advisor Magazine, based on data within a 12-month period.