Heck Capital Ranked as a Top 300 Registered Investment Advisor by Financial Times for 2019

Shannon Nelson |

Heck Capital is honored to be ranked as a Top 300 Registered Investment Adviser by Financial Times. With this recognition, we reaffirm our commitment to building successful client relationships. The list recognizes top independent RIA firms from across the U.S. as an elite group, not a competitive ranking of 1 to 300. This allows Financial Times to identify elite advisers while accounting for companies’ different approaches.


To rank firms, Financial Times and Ignites Research, a subsidy of FT, examined data from RIA firms, regulatory disclosures, and FT’s research. Applicants in consideration were graded on six factors including AUM, AUM growth rate, years in existence, advanced industry credentials of the firm’s advisers, online accessibility, and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300. The “average” practice in this year’s list has been in existence for over 22 years and manages $4.6 billion in assets. The FT Top 300 RIAs hail from 37 states.

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.

Heck Capital is an independent, Registered Investment Advisory Firm providing comprehensive investment management, personalized advice, and strategic financial guidance since the 1950s. We serve goal-driven individuals, families, established institutions, non-profit organizations, and foundations/endowments; striving to help our clients achieve their investment objectives, helping to simplify their financial lives, with the goal to create lasting legacies.

Source Link: https://www.ft.com/reports/300-top-investment-advisers