Worcester, Massachusetts (September 25, 2023) Bartholomew & Company, a provider of financial services in Worcester, MA, announced that President & CEO, Thomas J. Bartholomew, AIF® has been named to Barron’s list of Top 100 Independent Advisors for 2023. The list is published on barrons.com.
According to Barron’s, a leading financial publication, the ranking reflects the quality of the advisors’ practices, the volume of assets overseen by the advisors and their teams, and revenues generated for the firms. List makers are determined based on data gathered from June 2022 to June 2023. 476 advisors were considered, 100 Advisors were recognized.
“I am pleased to have been named to this prestigious list for the fourth consecutive year,” said Mr. Bartholomew. “We appreciate the trust our clients place in us, and this recognition speaks to our firm’s commitment to providing our clients with 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, Bartholomew & Company’s advisors pride themselves on crafting customized 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.
2023 Barron’s Top 100 Independent Advisors, created by Barron's. Presented in Sept 2023 based on data gathered from June 2022 to June 2023. 476 advisors were considered, 100 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 most recent award information.
