Worcester, Massachusetts (September 17, 2020) Bartholomew & Company, a provider of financial services with headquarters in Worcester, Massachusetts, announced that Thomas Bartholomew has been named to Barron’s list of Top 100 Independent Advisors for 2020. The list is published on barrons.com.
According to Barron’s, a leading financial publication, the ranking reflects America’s top 100 independent financial advisors. List makers are determined based on the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices.
“I am pleased to have been named to this prestigious list—a recognition that, to us, speaks to our firm’s commitment to providing financial planning and investment advice tailored to each client,” said Mr. Bartholomew. “I am grateful for the trust our clients place in us, and we remain committed to providing the guidance and support they need to achieve their unique financial goals.”
About Bartholomew & Company
Bartholomew & Company has been providing individuals and organizations with financial guidance since 1994. Located at 370 Main Street, Suite 1000, Worcester, MA 01608, with branch offices in Bedford and Chatham, MA, Bartholomew & Company’s advisors pride themselves on crafting unique strategies for each client. For more information, please visit www.bartandco.com. Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.
To compile this annual list, Barron’s bases its ratings on a proprietary analysis of the following criteria1, including assets under management2; experience, which includes a minimum of 7 years in the industry with at least 1 year with current firm, revenues generated by advisors for their firms; quality of practices, which includes examination of regulatory records; and philanthropic work. Barron's does not provide a count of eligible nominees for the award, citing their data as proprietary. This award is not indicative of the wealth manager's future performance. Your experience may vary.
1Investment performance is not a criterion.
2Managed through Commonwealth.