Bartholomew & Company, Inc. Top-Ranked Advisor Teams in America1 Research magazine - 2008, 2006, 2005
Thomas J. Bartholomew, President
Top 100 Independent Advisors in America2 Registered Rep magazine - November 1, 2010
Top 100 Independent Broker/Dealer Advisors in America3 Registered Rep magazine - August 1, 2010
Top 1,000 Financial Advisors in America/Top 25 in Massachusetts4 Barron's magazine - February 22, 2010 Top 100 Independent Financial Advisors in America5 Barron's magazine - August 31, 2009 Top 50 Advisors in Massachusetts6 Boston Business Journal - November 7-13, 2008 Top 100 Independent Advisors in America7 Registered Rep. magazine - November 1, 2008 Top 100 Independent Financial Advisors in America8 Barron's magazine - August 18, 2008
Joshua A. Paul, CFP®, Vice President
FIVE STAR Wealth Manager9 Boston magazine - February 2011, 2010
Overall evaluation scores may reflect an average of responses and may not be representative of any one individual's evaluation. These awards are not indicative of any future performance or experience.
Your experiences may vary.
1Research Magazine, “The Winner's Circle®” - The Winner's Circle® is an organization independent of the firms involved and does not receive compensation from the over 100 participating firms or its affiliates, financial advisors or the media in exchange for ranking purposes. The Winner's Circle® team vetted each nominated advisor through a host of quantitative and qualitative criteria, including assets managed, revenues, experience levels, compliance records, discussions with management and more. Portfolio performance is not a criteria, instead, The Winner's Circle® focuses on customer satisfaction and client retention.
2Advisors are ranked strictly by assets under management, though 60 percent of those assets must belong to retail, as opposed to institutional, clients. If the advisor is a member of a team, he must be the founder or leader of that team.
3Registered Rep magazine's Top 100 Independent B/D Advisors list is based on assets under management.
4Barron's Top 1,000 list is based on assets under management, revenues advisors generate for their firms, and the quality of their practices. 5Barron's Top 100 list is based on assets under management, revenues the advisors generate for their firms, and the quality of their practices.
6Boston Business Journal's Top 50 Advisers in Massachusetts list bases its rankings on qualitative and quantitative criteria.Professionals must have at least seven years of financial experience and meet acceptable compliance, client retention and customer satisfaction benchmarks.Advisers are also ranked on a variety of revenue and asset-under-management measurements.The rankings are particularly driven by customer satisfaction and the types of advice given, since investment performance varies by portfolio and is typically unaudited.
7For Registered Rep. magazine's Top 100 Independent Advisors in America list, advisors were ranked by assets under management, and at least 60 percent of the assets had to belong to retail, as opposed to institutional clients.
8Barron's named America's best independent financial advisors, as identified by the securities-industry consulting firm, Winner's Circle®, of Boca Raton, Fla., headed by industry researcher R.J. Shook.The rankings reflect each adviser's assets under management, the advisor's share of revenue and profits generated, and quality of service.Assets managed for institutions are not counted toward the score. 9Independent research firm, Crescendo Business Services, in partnership with Boston magazine, surveyed over 100,000 high net worth investors and 10,000 financial services professionals to find wealth managers in the greater Boston area who ranked highest in overall client satisfaction.The list represents less than 4 percent of the wealth managers in the Boston area.
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