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