The CNBC FA 100 celebrated the advisory firms that topped the list in 2022 when it came to offering a comprehensive service that helped clients navigate through their financial life.
2022 FA 100

4. Heritage Investment Group

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Heritage Investment Group, based in Pompano Beach, FL, is ranked No. 4 on the 2022 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.7B

Years in Business: 29

Accounts Under Management: 1,888

Previous appearances on FA 100 List: 3 (No. 24 in 2021)

Principals:

Frederick MacLean, Chief Financial Analyst & President

Timothy Slattery, Chief Investment Officer

Contact:

heritageinvestment.com

2480 NE 23rd Street, Pompano Beach, FL 33062

(954) 785-5400