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We are excited to announce that our Founder and CEO, Chuck Bean, and the firm have once again been recognized as one of Barron’s Top 100 Independent Advisors in the country.
Chuck Bean commented, “It is an incredible honor to once again be recognized on Barron’s prestigious list of Top 100 Independent Financial Advisors in the nation. Our independence allows our highly credentialed Wealth Managers to partner with best-in-class attorneys, accountants, and consultants across the country to collaboratively meet, and exceed, the needs of our clients. I am very proud to share this honor with the entire Heritage team and am deeply grateful to our clients for their continued loyalty to our firm.”
This is the 13th consecutive year and 14th year overall making this prestigious list of top advisors in the country. The ranking reflects the volume of assets overseen, revenues generated, and the quality of the advisors’ practices.
Awarded September 15, 2023 based on data gathered by Barron’s for the year ending as of June 30, 2023. Award ranking methodology can be found on the Awards & Recognition page of our website, or with a subscription on Barron’s website.
Thomas J. Bartholomew of Bartholomew & Company Honored in Barron’s List of Top 100 Independent Advisors for 2023
Press Release
Worcester, Massachusetts (September 25, 2023) Bartholomew & Company, a provider of financial services in Worcester, MA, announced that President & CEO, Thomas J. Bartholomew, AIF® has been named to Barron’s list of Top 100 Independent Advisors for 2023. The list is published on barrons.com.
According to Barron’s, a leading financial publication, the ranking reflects the quality of the advisors’ practices, the volume of assets overseen by the advisors and their teams, and revenues generated for the firms. List makers are determined based on data gathered from June 2022 to June 2023. 476 advisors were considered, 100 Advisors were recognized.
“I am pleased to have been named to this prestigious list for the fourth consecutive year,” said Mr. Bartholomew. “We appreciate the trust our clients place in us, and this recognition speaks to our firm’s commitment to providing our clients with 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, 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.
2023 Barron’s Top 100 Independent Advisors, created by Barron's. Presented in Sept 2023 based on data gathered from June 2022 to June 2023. 476 advisors were considered, 100 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 most recent award information.
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.
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Garth Hu, Andrew Dunbar and Adam Stanley are the leading three on this year's The Deal/Barron's: TOP 100 Financial Advisers..
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Updated 10:54AM September 22, 2023 , First published at 12:00AM September 21, 2023..
How to get on barron's top advisor list?
Advisors and practices who wish to be ranked must fill out a comprehensive application. Our ranking formula features three major categories of calculations: (1) assets (2) revenue (3) quality of practice. In each of those categories, we perform multiple sub-calculations.nullAdvisor Summits Rankings Information - Barron'swww.barrons.com › advisor › summits › rankingsnull
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