The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

1. Heritage Investment Group

CNBC.com staff@CNBC
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Heritage Investment Group, based in Pompano Beach, Florida, is ranked No. 1 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.7B

Years in Business: 31

Accounts Under Management: 2,051

Previous appearances on FA 100 List: 5 (No. 2 in 2023)

Principals:

Frederick MacLean Jr., President

Timothy Slattery, Chief Investment Officer

Contact:

heritageinvestment.com

2480 NE 23rd Street, Pompano Beach, FL 33062

(954) 785-5400

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