Heritage Named to 2015 Financial Times 300 Top Registered Investment Advisers

June 18th, 2015

Heritage Investment Group is pleased to announce that it has been named to the Financial Times (FT) 300 Top Registered Investment Advisers-2015 list. The list recognizes top independent advisory firms from across the U.S.

The annual FT 300 list is produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. More than 2,000 elite RIA firms were invited to apply for consideration, based on their assets under management (AUM). The 630 RIA firms that applied were then graded on six criteria: Assets Under Management; AUM growth rate; years in existence; advanced industry credentials; online accessibility; and compliance records.

We at Heritage are once again honored to be recognized for the work our partners and associates do in service to our clients.