Ranked by total number Baltimore-area professionals employed, Heritage Financial Consultants lands at Number 6 in 2018.

Heritage Financial Consultants once again ranks in Top 10 of Baltimore Business Journal’s List of Largest Financial Planning Companies. Ranked on number of professionals employed, Heritage lands at Number 6 in 2018 with over $3.8 billion in Asses Under Management. Celebrating its 20th anniversary, Heritage continues to expands its service area with offices in Maryland, Delaware, Virginia and the most recent additions of Naples and Miami, Florida.

The Largest Financial Planners in the Baltimore area award is independently produced by the Baltimore Business Journal and is based on the ranking of local Baltimore financial planning firms by the number of registered representatives.  Heritage was independently nominated for this award.  Neither Heritage nor its advisors or their parent firm have paid any fee to the Baltimore Business Journal for the nomination, promotion or receipt of this award.  This award was independently granted and a membership in an organization was not required.