Thomas J. Bartholomew Honored in Barron’s Top 1,200 Financial Advisors for 2019
Press Release
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 criteria1 into account for this state-by-state ranking, including assets under management2; 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.
1Investment performance is not a criterion.
2Managed through Commonwealth.
Recent Press Releases
Thomas J. Bartholomew Honored in Barron’s List of America’s Top 1200 Financial Advisors for 2022
2014-2022 Barron's Top 1200 Advisors and 2010, 2012-2013 Barron’s Top 1000 Advisors, created by Barron's. The 2022 award was presented in March 2022 based on data gathered from Sept 2020 to Sept 2021. 6,186 Advisors were considered, 1200 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Prior to 2014, the Barron's Top Financial Advisors List consisted of 1,000 advisors. Click here for most recent award information.
Three Advisors of Bartholomew & Company Earn FIVE STAR Wealth Manager Award
2018-2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in February 2022 based on data gathered within 12 months preceding the issue date. 4090 advisors were considered, 513 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 www.fivestarprofessional.com.
Thomas J. Bartholomew of Bartholomew & Company Honored as a Forbes Best-in-State Wealth Advisor for 2022
2018-2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. The 2022 award was presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 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.