FA 100

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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.
FA 100

2. Heritage Investment Group

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Heritage Investment Group, based in Pompano Beach, FL, is ranked No. 2 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.5B

Years in Business: 30

Accounts Under Management: 2,002

Previous appearances on FA 100 List: 4 (No. 4 in 2022)

Principals:

Frederick MacLean, President & Chief Financial Analyst

Timothy Slattery, Chief Investment Officer

Contact:

heritageinvestment.com

2480 NE 23rd Street, Pompano Beach, FL 33062

(954) 785-5400