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

9. Heritage Investors Management

Heritage Investors Management, based in Bethesda, MD, is ranked No. 9 on the 2021 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.

Total AUM: $3.4B

Years in Business: 47

Accounts Under Management: 1,300

Previous appearances on FA 100 List: 0


Michael Cornfeld, President

Andrew Schenker, Chief Investment Officer


7101 Wisconsin Ave, Suite 950, Bethesda, MD 20814

(301) 951-0440