Worcester, MA (March 30, 2020) Bartholomew & Company, a leading provider of financial planning and wealth management services in Worcester, Massachusetts, announced that Thomas J. Bartholomew, AIF® has been named to Barron’s list of America’s top 1,200 Financial Advisors for 2020. The list is published on barrons.com*. This is the seventh consecutive year that Mr. Bartholomew has been named to this list.
According to Barron’s, a leading financial publication, the ranking reflects America's best financial advisors, organized by state.2 List makers are determined based on data provided by approximately 4,000 of the nation’s most productive advisors. In its ranking, Barron’s considers assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
“I am pleased to have been named to this prestigious list—a recognition that, to us, speaks to our firm’s commitment to meeting the financial planning and investment needs of each of our clients,” 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.”
To compile its annual list,* Barron’s, a leading financial publication, uses data provided by some of the nation’s most productive advisors. Barron’s takes a number of criteria into account for this state-by-state ranking, including assets under management; revenues generated by advisors for their firms; quality of practices, which includes examination of regulatory records; and philanthropic work. Overall, 4,000 advisors were considered, and 1,200 (30 percent of candidates) were recognized. The list includes both Registered Investment Advisers and Investment Adviser Representatives; some states may include more advisors than others, in proportion to state populations.
*This award is not indicative of the wealth manager’s future performance. Your experience may vary. Investment performance is not a criterion.