Heritage Financial is proud to announce that we have once again been recognized on Barron’s 2025 Top Advisor Rankings by State, which honors the top 1,200 wealth advisors nationwide. Among the top 30 advisors in Massachusetts, Heritage Financial and its Founder & Chairman, Chuck Bean, secured the #8 ranking. This marks the 12th consecutive year-and 13th overall-of recognition on this prestigious list.
It’s a great honor to be consistently recognized by Barron’s as one of the top financial advisors in the country and top 10 in Massachusetts at #8,” said Chuck Bean. “I believe this ranking is a testament to the trust our clients and partners have placed in us over the past 30 years, and the dedication of our entire team, whose expertise and commitment to excellence continue to drive our success.
Barron’s 2025 Top Wealth Advisor Rankings by State are based on data provided by over 7,000 of the nation’s leading financial advisors. The rankings consider both quantitative factors—including assets under management, revenue, and growth—and qualitative factors such as regulatory record, professional designations, and philanthropic contributions.
The 2025 ranking was awarded in March 2025, based on data as of September 30, 2024. Compensation has not been provided to obtain the award, but compensation has been paid to use the Barron’s logo. Award ranking methodology can be found on the Awards & Recognition page of our website, or with a subscription on Barron’s website.