Worcester, Massachusetts (March 12, 2019)—Bartholomew & Company, Inc., a financial planning and wealth management firm in Worcester, Massachusetts, today announces that its President, Thomas J. Bartholomew, AIF®, has been named to Barron’s list of America’s Top 1,200 Financial Advisors for 2019. Ranked among other advisors named to the list within Massachusetts, Tom ranked #8 of 30. The Barron’s Top 1,200 is the magazine’s largest, most comprehensive annual ranking of advisors that the publication runs.
Tom Bartholomew founded Bartholomew & Company in 1994, with more than two decades of experience in the investment and banking industries. Now in its 25th year, Bartholomew & Company’s staff of 29 employees, including investment advisor representatives, certified financial planners, registered assistants and support staff, advises over $2 billion in client assets with offices in Worcester, Chatham, and Bedford, MA.
“I’m thrilled to see Tom recognized by Barron’s on its list of top financial advisors in the nation, and I want to congratulate him on his achievement,” said Wayne Bloom, CEO of Commonwealth Financial Network®.
“I am honored and grateful to receive this recognition from Barron’s, on behalf of Bartholomew & Company’s team of dedicated financial and support professionals, most of whom have been with Bartholomew & Company for ten years or more,” said Mr. Bartholomew. “We couldn’t be happier to receive this honor as we celebrate Bartholomew & Company’s 25th anniversary this year.”
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(1) into account for this state-by-state ranking, including assets under management(2); 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.
(1) Investment performance is not a criterion.
(2) Managed through Commonwealth.