Heritage Investment Group has been named to the CNBC Financial Advisor 100 Ranking for 2026. All of us at Heritage are honored to receive this recognition. The listing affirms our goal to be the best investment advisor in the business, providing great value and service to our clients.
Click the link below to read the October 8, 2026 CNBC article:
CNBC Financial Advisor 100 Ranking – 2026
FA 100 Methodology
CNBC’s Financial Advisor 100 list is determined through a blend of data analysis and editorial review.
This year’s analysis used an initial list of 41,578 RIA firms. The list was eventually cut to 1,015 RIAs that met CNBC’s proprietary criteria.
CNBC sends an email survey to all those firms that meet the initial criteria to gather more details about their practice.
AccuPoint Solutions then applies CNBC’s proprietary weighted criteria to refine the list and rank the firms.
A firm’s inclusion on the list is based solely on this methodology.
Once the initial list is compiled, weightings are also applied accordingly.
These data points, among other criteria, include:
- Advisory firm’s regulatory/compliance record
- Number of years in the business
- Number of employees
- Number of investment advisors registered with the firm
- Ratio of investment advisors to the total number of employees
- Total assets under management
- Total accounts under management
- Number of states where the RIA is registered
- Country of domicile
CNBC receives no compensation from placing financial advisory firms on their Financial Advisor 100 list. Additionally, a firm’s or advisor’s appearance in their ranking does not constitute an individual endorsement by CNBC of any firm or advisor.