SAN FRANCISCO, Aug. 27, 2026 /PRNewswire/ — Heffernan Financial is proud to announce that the firm has been named to the 2026 Barron’s Top 100 Institutional Consulting Teams ranking. This prestigious recognition highlights the nation’s leading financial advisory teams and reflects Heffernan Financial’s unwavering commitment to delivering exceptional service and results for its institutional clients.
The Barron’s ranking evaluates advisors across a range of quantitative and qualitative measures, including assets under management, revenue, practice growth, client retention, team experience, and compliance records. Heffernan Financial did not pay a fee to be considered. This recognition is not indicative of future investment performance and does not constitute an endorsement. Additional information and methodology can be found on Barron’s Top Advisors.
“Being named to the Barron’s Top 100 Institutional Consulting Teams is an incredible honor for our entire team,” said Blake Thibault, President of Heffernan Financial. “This recognition reflects the collective expertise, dedication, and client-first culture that defines everything we do at Heffernan Financial. Our team works tirelessly to deliver meaningful outcomes for our institutional clients, and being recognized by Barron’s as one of the top consulting teams in the country is a testament to that effort. We are deeply proud of this achievement and remain committed to the highest standards of service and fiduciary excellence.”
About Heffernan Financial
Heffernan Financial is a full-service financial services firm, offering strategies and solutions for corporations, foundations, and individuals. With a dedicated team focused solely on retirement plans, the group has over 100 years of experience in consulting and advisory services.
Heffernan Financial believes that all employees deserve the ability to retire on their terms as a reward for a lifetime of hard work. They champion this cause by working with clients to create a comprehensive retirement plan. Being both vendor and investment neutral, Heffernan Financial acts as your independent consultant.
The Barron’s Top 100 Institutional Consulting Teams ranking recognizes leading advisory teams based on a combination of quantitative and qualitative measures, including assets under management, revenue, client retention, team experience, industry designations, and compliance records. The ranking is not indicative of the advisor’s future performance. No fee is charged to participate.
Barron’s publishes four individual advisor rankings each year: Top 100 Advisors, Top 100 Women Advisors, Top 100 Independent Advisors, and Top 1500 Advisors. We also publish two team rankings and a firm ranking: Top Private Wealth Management Teams, Top Institutional Consulting Teams, and Top RIA Firms.
The goal is to shine a spotlight on the nation’s best financial advisors, with an eye toward raising standards in the industry. The rankings serve two distinct types of Barron’s readers. For wealth management professionals, they act as an industry score card, indicating which firms have the people and the processes in place to attract clients and gather the most assets. For investors, the rankings are a tool that can help them find a financial advisor who is right for them. We recommend selecting from advisors who have a typical account size close to your own portfolio to ensure you find an advisor set up to meet your needs.
Advisors who wish to be ranked must first pass a prequalification process aimed at ensuring that those in the mix are experienced and sophisticated advisors. Those who meet the criteria then fill out a survey with more than 100 questions about their practices.
Barron’s verify that data with the advisors’ firms and with regulatory databases, then Barron’s apply their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: 1) assets, 2) revenue, and 3) quality of practice.
In each of those categories, Barron’s conduct multiple sub calculations. For instance, Barron’s take into account not just the amount of assets an advisor manages, but also the type of assets—are they private wealth assets or institutional? If they’re institutional, are they for a foundation or an endowment, or are they corporate assets? Barron’s measure the growth of advisors’ practices and their client retention. Barron’s also considers a wide range of qualitative factors, including the advisors’ experience; their advanced degrees and industry designations; the size, shape, and diversity of their teams; their charitable and philanthropic work; and, of course, their compliance records.
The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Each advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor, interviewing multiple professionals and getting opinions from multiple third parties.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC dba Heffernan Financial, a registered investment advisor and separate entity from LPL Financial.
Heffernan Financial employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Heffernan Financial; or (2) solely investment adviser representatives of Heffernan Financial. Although all personnel operate their businesses under the name of Heffernan Financial, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.
