2017 Thomas J. Bartholomew Honored in Barron’s Top 1,200 Financial Advisors
Worcester, Massachusetts (March 6, 2017)—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 2017. Ranked among other advisors named to the list within Massachusetts, Mr. Bartholomew ranked #12 of 30. He was ranked #14 out of 30 in 2016 and 2015 and #13 in 2014. The Barron’s Top 1,200 is 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, with a staff of 24 employees, including investment advisor representatives, registered representatives, registered assistants, and support staff, has in excess of $1.5 billion dollars in client accounts under advisement. 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 most sincere congratulations to Tom for, once again, ranking among Barron’s Top Financial Advisors in the nation,” said Wayne Bloom, CEO of Commonwealth Financial Network®, Mr. Bartholomew’s broker/dealer‒RIA. “Tom runs his independent practice with his clients’ needs first and foremost—providing personalized, high-caliber customer service that has earned the respect of his peers and the trust of his loyal clientele. We are pleased to see Tom recognized for his work and remain dedicated to delivering the industry-leading support Bartholomew & Company demands.”
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.
(1) Investment performance is not a criterion.
(2) Managed through Commonwealth.