Heck Capital Ranked as a Top 150 Registered Investment Advisor of 2016

Shannon Nelson |

Heck Capital is honored to be ranked as a Top 150 RIA firm by Financial Planning Magazine. With this recognition, we reaffirm our commitment to building successful client relationships.

Financial Planning Magazine compiled data from METHODOLOGY Discovery Data on firms that are SEC-RIAs and provide services catering primarily to individual clients. The data surveyed and ranked 610 firms on discretionary and nondiscretionary assets under management on SEC Form ADV. The list does not include roll-ups, aggregators, or turnkey asset management programs. Every effort was made by Financial Planning magazine to exclude firms with insurance or broker-dealer affiliations, firms with disciplinary disclosures, and firms with substantial ownership stakes held by private equity firms or external investors. The data was then manually analyzed for unusual cases.

No business paid a fee to be considered for this award, nor could any business pay to be included. This rating is not indicative of Heck Capital’s future performance nor does it represent any one client’s experience because the rating reflects a sample of all clients.

Source Links: https://www.fa-mag.com/userfiles/2016_FA_Issues/July_2016/RIA_Files/jul_fa_RIA2016_Ranking_3.pdf and http://conference.financial-planning.com/resources