Worcester, Massachusetts (March 15, 2021) Bartholomew & Company, a provider of financial services in Worcester, Massachusetts, announced that its President & CEO Thomas J. Bartholomew, AIF® has been named to Barron’s list of America’s Top 1200 Financial Advisors for 2021. The list is published on barrons.com.
According to Barron’s, a leading financial publication, “the rankings are based on data provided by around 4,000 of the nation's most productive advisors. Factors included in the rankings are 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 for the eighth consecutive year—a recognition that, to us, speaks to our firm’s commitment to excellence,” 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.”
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, with branch offices in Bedford, Chatham, and Framingham, MA, 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.
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. Barron's does not provide a count of eligible nominees for the award, citing their data as proprietary. 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.