Thomas J. Bartholomew Honored in Barron’s Top 1,200 Financial Advisors for 2018
Worcester, Massachusetts (March 13, 2018)—Bartholomew & Company, Inc., a premier financial services firm in Worcester, Massachusetts, today announces that its President, Thomas J. Bartholomew, AIF®, has been named to Barron’s list of America’s Top 1,200 Financial Advisors for 2018. Ranked among other advisors named to the list within Massachusetts, Mr. Bartholomew ranked #11 of 30. This is the fifth straight year that Tom has been named to the Barron’s Top 1,200, the magazine’s largest, most comprehensive annual ranking of advisors that the publication runs.
Tom Bartholomew founded Bartholomew & Company in 1994, with more than two decades of experience in the investment and banking industries. Today, Bartholomew & Company’s staff of 24 employees, including investment advisor representatives, registered representatives, registered assistants, and support staff, advises in excess of $1.8 billion dollars in client assets. The firm offers a range of comprehensive planning services paired with a conservative investment philosophy personalized to clients’ near- and long-term financial goals.
“I extend my sincere congratulations to Tom for ranking among Barron’s top financial advisors in the nation,” said Wayne Bloom, CEO of Commonwealth Financial Network®, Bartholomew & Company’s Registered Investment Adviser–broker/dealer. “This recognition further displays the commitment this client-centric independent advisor has to helping investors plan and save for the future. We are pleased to see Tom recognized and are honored he has chosen Commonwealth to provide the industry-leading service and support his thriving business needs.”
To compile its annual list, Barron’s, a leading financial publication, uses data provided by some of the nation’s most productive advisors. Barron’s takes a number of criteria(1) into account for this state-by-state ranking, including assets under management(2); revenues generated by advisors for their firms; quality of practices, which includes examination of regulatory records; and philanthropic work. Overall, 3,000 advisors were considered, and 1,200 (40 percent of candidates) were recognized. The list includes both Registered Investment Advisers and Investment Adviser Representatives; some states may include more advisors than others, in proportion to state populations. This award is not indicative of the wealth manager's future performance. Your experience may vary.