The CNBC FA 100 celebrates the advisory firms that top the list in 2021 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2021 LIST

24. Heritage Investment Group

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Heritage Investment Group, based in Pompano Beach, FL, is ranked No. 24 on the 2021 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.3B+

Years in Business: 28

Accounts Under Management: 1,836

Previous appearances on FA 100 List: 2 (No. 32 in 2020)

Principals:

Frederick MacLean, Jr., President

Timothy Slattery, Chief Investment Officer

Contact:

heritageinvestment.com

2480 NE 23rd Street, Pompano Beach, FL 33062

(954) 785-5400