Thomas J. Bartholomew of Bartholomew & Company Honored in Financial Times 400 Top Financial Advisor List for 2020

Press Release

Worcester, MA (April 21, 2020)—Bartholomew & Company, a leading provider of financial services in Worcester, Massachusetts, announced that its President & CEO, Thomas J. Bartholomew, AIF® has been named to Financial Times’ list of the 400 Top Financial Advisors for 2020. The list is published on ft.com1.

According to Financial Times, a leading financial publication, the ranking reflects advisors with a minimum of 10 years’ experience and $300 million or more in assets under management (AUM)2. In addition, list makers are determined based upon compliance records, industry certifications, online accessibility, and AUM growth rate.

“I am pleased to have been named to this prestigious list—a recognition that, to us, speaks to our firm’s commitment to providing trusted financial planning and investment advice that addresses each individual’s and organization’s needs,” 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.”


1Produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times; the Financial Times 400 is based on each advisor’s performance in several primary areas, including assets under management, asset growth, compliance record, experience, credentials, and accessibility. Approximately 1,040 applicants were considered, and 400 (38.5 percent of candidates) were recognized. For the full methodology, please visit ft.com.

2Not indicative of advisor’s future performance. Your experience may vary.

Recent Press Releases

Thomas J. Bartholomew Honored in Barron’s List of America’s Top 1200 Financial Advisors for 2022

2014-2022 Barron's Top 1200 Advisors and 2010, 2012-2013 Barron’s Top 1000 Advisors, created by Barron's. The 2022 award was presented in March 2022 based on data gathered from Sept 2020 to Sept 2021. 6,186 Advisors were considered, 1200 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Prior to 2014, the Barron's Top Financial Advisors List consisted of 1,000 advisors. Click here for most recent award information.

Three Advisors of Bartholomew & Company Earn FIVE STAR Wealth Manager Award

2018-2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in February 2022 based on data gathered within 12 months preceding the issue date. 4090 advisors were considered, 513 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

Thomas J. Bartholomew of Bartholomew & Company Honored as a Forbes Best-in-State Wealth Advisor for 2022 

2018-2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. The 2022 award was presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

View Press Release Archive