The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

2. Heritage Investment Group

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Heritage Investment Group, based in Pompano Beach, Florida, is ranked No. 2 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $1.9 billion
Accounts Under Management: 2,358
Years in Business: 32

  • Accepts clients in all 50 states
  • Physical offices in Florida
  • $1 million minimum asset threshold

Leadership and Contact Information:
Frederick MacLean Jr., president
Timothy Slattery, chief investment officer

heritageinvestment.com
2480 NE 23rd St., Pompano Beach, FL 33062
(954) 785-5400

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