<strong>Press Releases</strong>

Press Releases

Read about Bartholomew & Company in the news and find out what we're up to. See the media outlets we’ve been published in to get the latest updates on everything that’s new and exciting with us.

September 2023
Thomas J. Bartholomew of Bartholomew & Company Honored in Barron’s List of Top 100 Independent Advisors for 2023


April 2023
Thomas J. Bartholomew of Bartholomew & Company Honored as a Forbes Best-in-State Wealth Advisor for 2023


March 2023
Thomas J. Bartholomew of Bartholomew & Company Honored in Barron’s List of Top 1,200 Advisors for 2023
Four Advisors of Bartholomew & Company Earn Five Star Wealth Manager Award


September 2022
Thomas J. Bartholomew of Bartholomew & Company Honored in Barron’s List of Top 100 Independent Advisors for 2022


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


March 2022
Thomas J. Bartholomew Honored in Barron’s List of America’s Top 1200 Financial Advisors for 2022
Three Advisors of Bartholomew & Company Earn FIVE STAR Wealth Manager Award


September 2021
Thomas J. Bartholomew of Bartholomew & Company Honored as a Barron's Top 100 Independent/RIA Advisors for 2021


March 2021
Thomas J. Bartholomew of Bartholomew & Company Honored in Barron’s List of America’s Top 1200 Financial Advisors for 2021


February 2021
Four Advisors of Bartholomew & Company Earn FIVE STAR Wealth Manager Award
Thomas J. Bartholomew of Bartholomew & Company Honored as Forbes Best-in-State Wealth Advisor for 2021


September 2020
Thomas J. Bartholomew Honored in Barron's Top 100 Independent Advisors for 2020


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


March 2020
Thomas Bartholomew of Bartholomew & Company Honored in Barron’s List of America’s Top 1,200 Financial Advisors for 2020
Three Advisors of Bartholomew & Company Earn FIVE STAR Wealth Manager Award


January 2020
Thomas J. Bartholomew of Bartholomew & Company Honored in Forbes’ Best-in-State Wealth Advisors List


August 2019
Bartholomew & Company Names Susan E. Kelley as Vice President, Government & Institutional Division
James Cushman of Bartholomew & Company Earns Accredited Investment Fiduciary Designation From Fi360
Bartholomew & Company’s RIA–Broker/Dealer, Commonwealth, Ranks Highest in J.D. Power Independent Advisor Satisfaction, Six Times in a Row


June 2019
Bartholomew & Company Announces Business Acquisition as it Celebrates its 25th Anniversary


April 2019
Three Advisors of Bartholomew & Company Earn Five Star Wealth Manager Award
Thomas Bartholomew of Bartholomew & Company Honored in the Financial Times' Top 400
Bartholomew & Company Named a 2019 Best Places to Work for Financial Advisers by InvestmentNews


March 2019
Thomas J. Bartholomew of Bartholomew & Company Honored in Barron’s Top 1,200 Financial Advisors for 2019


February 2019
Thomas J. Bartholomew Honored in Forbes' Best-in-State Wealth Advisors List


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Advisor Opportunities

Individuals or offices practicing a consultative, client-centered process and looking for a growth partner are invited to contact us.

Industry Awards & Recognitions

Thomas J. Bartholomew, President, AIF®

Best in State Wealth Advisors
Forbes magazine 2018-2023


Financial Times Top 400 Financial Advisers
Financial Times 2015-2020 Top 1,200


Financial Advisors in America/Top 30 in Massachusetts
Barron s magazine, 2014-2023

Barron's Top 100 Independent Advisors
Barron's, 2020-2023


Five Star Wealth Manager
Boston Magazine 2018-2023


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 2018-2023


James W. Cushman, AIF®

Five Star Wealth Manager
Boston Magazine 2023



2018-2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 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.
2015-2020 Financial Times 400 Top Financial Advisers, Created by Ignites Research. The 2020 award was presented in October 2020 for the past 12 months. 940 Advisors were considered, 400 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visit Financial Times for more award information.
2014-2023 Barron's Top 1200 Advisors and 2010, 2012, 2013 Barron's Top 1000 Advisors, created by Barron's. Presented in March 2023 based on data gathered from Sept 2021 to Sept 2022. 5,630 Advisors were considered, 1200 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.
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. Visist Barron's for most recent award information.
2018-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in 02/23 based on data gathered within 12 months preceding the issue date. 3,923 Boston-area advisors were considered, 578 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 Five Star Professional.