Thomas J. Bartholomew Honored in Barron’s List of America’s Top 1200 Financial Advisors for 2022
Worcester, MA (March 18, 2022) Bartholomew & Company, a provider of financial planning and wealth management services with headquarters in Worcester, Massachusetts, announced that its President & CEO, Thomas J. Bartholomew, AIF® has been named to Barron’s list of America’s Top 1,200 Financial Advisors for 2022. The list is published on barrons.com.
According to Barron’s, a leading financial publication, “the ranking reflects America’s top financial advisors, organized by state. List makers are determined based on data provided by around 6,000 of the nation's most productive advisors. Factors included in the rankings: 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 ninth 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, Worcester, MA with branch offices in Chatham and Framingham, MA, Bartholomew & Company’s advisors pride themselves on
crafting unique 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 this annual list, Barron bases its ratings on a proprietary analysis of the following criteria1, including assets under management2; experience, which includes a minimum of 7 years in the industry with at least 1 year with current firm, 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. This award is not indicative of the wealth manager's future performance. Your experience may vary.
*This award is not indicative of the wealth manager’s future performance. Your experience may vary. Investment performance is not a criterion.