{"id":183539,"date":"2025-10-01T22:15:20","date_gmt":"2025-10-01T22:15:20","guid":{"rendered":"https:\/\/www.newsbeep.com\/au\/183539\/"},"modified":"2025-10-01T22:15:20","modified_gmt":"2025-10-01T22:15:20","slug":"heritage-investment-group-top-100-financial-advisors-2025","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/au\/183539\/","title":{"rendered":"Heritage Investment Group \u2014 Top 100 Financial Advisors 2025"},"content":{"rendered":"<p>Heritage Investment Group, based in Pompano Beach, Florida, is ranked No. 2 on this year&#8217;s CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.<\/p>\n<p>Assets Under Management: $1.9 billion<br \/>Accounts Under Management: 2,358<br \/>Years in Business: 32<\/p>\n<p>Accepts clients in all 50 statesPhysical offices in Florida$1 million minimum asset threshold<\/p>\n<p>Leadership and Contact Information:<br \/>Frederick MacLean Jr., president<br \/>Timothy Slattery, chief investment officer<\/p>\n<p><a href=\"http:\/\/heritageinvestment.com\" target=\"_blank\" rel=\"nofollow noopener\">heritageinvestment.com<\/a><br \/>2480 NE 23rd St., Pompano Beach, FL 33062<br \/>(954) 785-5400<\/p>\n","protected":false},"excerpt":{"rendered":"Heritage Investment Group, based in Pompano Beach, Florida, is ranked No. 2 on this year&#8217;s CNBC Financial Advisor&hellip;\n","protected":false},"author":2,"featured_media":183540,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[64,63,99,174,117374,186,102162,184,185,2417],"class_list":["post-183539","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-au","tag-australia","tag-business","tag-business-news","tag-exclude-from-automated-curation","tag-finance","tag-financial-consulting","tag-personal-finance","tag-personalfinance","tag-suppress-zephr"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/183539","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=183539"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/183539\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/183540"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=183539"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=183539"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=183539"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}