Industry Awards & Recognitions
Thomas J. Bartholomew, President, AIF®
Top 100 Financial Advisors
Barron’s magazine 2024
Best in State Wealth Advisors
Forbes magazine 2018-2024
Financial Advisors in America/Top 30 in Massachusetts
Barron s magazine, 2014-2024
Barron's Top 100 Independent Advisors
Barron's, 2020-2024
Five Star Wealth Manager
Boston Magazine 2018-2024
Top 1,000 Financial Advisors in America/Top 25 in Massachusetts Barron's magazine 2013, 2012, 2010
Joshua A. Paul, Senior Vice President, CFP®, AIF®
Five Star Wealth Manager
Boston Magazine 2018-2024
James W. Cushman, AIF®
Five Star Wealth Manager
Boston Magazine 2023-2024
2024 Barron’s Top 100 Advisors, created by Barron's. Presented in May 2024 for the previous year. 1,160 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. For more information, visit https://tinyurl.com/4uy89wxt
2018-2024 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3kkrphcm
2014-2024 Barron's Top 1200 Advisors and 2012-2013 Barron’s Top 1000 Advisors, created by Barron's. Presented in March 2024 based on data gathered from Sept 2022 to Sept 2023. 6,505 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. For more information, visit https://tinyurl.com/3kkrphcm
2020-2023 Barron's Top 100 independent advisors, created by Barron's. The 2023 award was presented in September 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 advisors future performance. Your experience may vary. Visit Barron's for most recent award information.
2018-2024 Five Star Wealth Manager Award, created by Five Star Professional. Presented in February 2024 based on data gathered within 12 months preceding the issue date. 4,421 advisors were considered, 580 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 https://www.fivestarprofessional.com
