Thomas J. Bartholomew of Bartholomew & Company Honored in Barron’s Top 1,200 Financial Advisors for 2016
Worcester, Massachusetts (March 7, 2016)—Bartholomew & Company, Inc., a financial services 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 2016. Ranked among other advisors named to the list within the state of Massachusetts, Mr. Bartholomew ranked #14 of 30. The magazine’s largest ranking of advisors, Barron’s Top 1,200 represents the top 1 percent of advisors. This is the third year that Bartholomew has been named to this Barron’s Top 1,200 list. In 2012 and 2013, he was named to Barron’s Top 1,000 list.
Tom Bartholomew founded Bartholomew & Company in 1994, with more than two decades of experience in the investment and banking industries. Today, Bartholomew & Company’s team of 23 employees, including registered representatives, registered assistants, and support staff manages in excess of $1.4 billion.
Wayne Bloom, CEO of Commonwealth Financial Network®, Mr. Bartholomew’s broker/dealer RIA, said, “Congratulations to Tom for ranking in this elite and sought-after list of industry leaders. Year-over-year, Tom proves his ability to adapt to the market, as well as strategically advise and emotionally support his clients. Tom’s world-class service is deserving of our praise, and we are devoted to supporting Bartholomew & Company.”
“I am honored to be included on Barron’s list of America’s Top 1,200 Financial Advisors for the third year in a row,” states Bartholomew. “My success, however, is due in large part to the commitment of our team of employees, combined with the trust of our loyal clientele.”
To compile its annual list, Barron’s, a leading financial publication, uses data based on 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. The list includes both Registered Investment Advisers and Investment Adviser Representatives; some states may include more advisors than others, in proportion to state populations.
(1) Investment performance is not a criterion.
(2) Managed through Commonwealth.