Bartholomew & Company
Bartholomew & Company is a hybrid Registered Investment Advisor founded in 1994 in Worcester, Massachusetts, managing approximately $6 billion in client assets for around 5,000 individual, family, business, and government/institutional clients across New England.
- Company typePrivate
- Founded1994
- HeadquartersWorcester, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
Bartholomew & Company firmographics
Firmographics- Name
- Bartholomew & Company
- Legal name
- Bartholomew & Company, Inc.
- Website
- https://bartandco.com
- Company type
- Private
- Founded year
- 1994
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Bartholomew & Company is a hybrid Registered Investment Advisor founded in 1994 in Worcester, Massachusetts, managing approximately $6 billion in client assets for around 5,000 individual, family, business, and government/institutional clients across New England.
- Ownership category
- akta.pro rank
Bartholomew & Company industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
Keywords
Where Bartholomew & Company is headquartered
LocationHeadquarters
- HQ city
- Worcester
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Bartholomew & Company business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Management and Advisory Fees: The firm generates revenue through investment advisory fees for managing client assets and financial planning services. As a hybrid RIA affiliated with Commonwealth Financial Network and LPL Financial, the firm charges advisory fees typically based on a percentage of assets under management (AUM). The firm serves approximately 5,000 clients with $6 billion in assets under management.
- Financial Planning Services: Comprehensive financial planning services including retirement planning, tax planning, estate planning, insurance planning, education funding, and business planning. Revenue is generated through advisory relationships with individuals, families, business owners, and institutional clients.
- Government and Institutional Investment Management: Investment management services for government and institutional entities across New England. The firm manages long-term trust funds, cemetery perpetual care funds, stabilization funds, OPEB funds, bond proceeds, and other institutional investment portfolios.
- Retirement Plan Consulting: Consulting services for business retirement plans including 401(k), pension plans, and other employer-sponsored plans. Services include plan-level services, investment services, and participant services with fiduciary responsibilities.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-based advisory accounts for clients preferring transparent, asset-based pricing |
| Transaction based/ take rate | Pay-as-you-go | Commission-based brokerage accounts through Commonwealth Financial Network |
Go-to-market motion2 records
Distribution channels5 records
Marketing channels7 records
Bartholomew & Company product offering
Product offeringCore offering
Bartholomew & Company is a full-service investment management and financial advisory firm operating as a hybrid Registered Investment Advisor. It provides integrated wealth management services including investment management, retirement planning, tax planning, insurance planning, education funding, estate planning, and business planning to high-net-worth individuals, families, business owners, and government/institutional clients, with approximately $5.5–6 billion in client assets under management across roughly 5,000 client relationships.
Product overview
Bartholomew & Company is a full-service investment management and financial planning firm operating as a hybrid Registered Investment Advisor. The firm manages approximately $6 billion in client assets and serves approximately 5,000 clients. Its core offering consists of integrated financial planning services organized around investment management, retirement planning, tax planning, insurance planning, education funding, estate plan analysis, and business planning. The firm maintains specialized divisions for Government & Institutional clients and offers Retirement Plan Consulting services for businesses. The platform is complemented by affiliated advisory firms (SG Wealth Management Group and Ryan Wealth Advisors) that leverage Bartholomew's infrastructure. The firm was founded in 1994 and is headquartered in Worcester, Massachusetts, with a branch office in Framingham, Massachusetts.
Differentiator
Problem solved
Functional benefit
Brands
- SG Wealth Management Group: Independent firm affiliated with Bartholomew & Company, leveraging compliance, investment, financial planning, marketing, and business development capabilities.
- Ryan Wealth Advisors
Products and services
- Investment Management Comprehensive investment management services including portfolio construction, asset allocation, ongoing portfolio monitoring, and rebalancing. Provides institutional-quality investment opportunities to individual clients, with risk-sensitive portfolio management aligned to client risk tolerance.
- Retirement Planning Customized retirement planning strategies for individuals and business owners, including Social Security optimization, tax-advantaged savings strategies, and retirement income distribution planning.
- Tax Planning Proactive tax planning and analysis collaborating with clients' tax professionals to minimize tax liability across personal, investment, and business decisions, with guidance on new tax laws and estate, business, and income tax strategies.
- Insurance Planning Comprehensive insurance planning including individual life insurance, disability insurance, and long-term care insurance to protect clients' wealth, assets, business, and family's financial future.
- Education Funding Education savings planning including 529 tuition plans, savings strategies, tax advantage analysis, and financial aid guidance for families navigating the rising costs of higher education.
- Estate Plan Analysis Estate planning strategies to protect client legacy, ensure proper distribution of assets to heirs, minimize estate taxes, and legally document wishes through wills, powers of attorney, and family care policies.
- Business Planning Strategic business planning for business owners including risk management planning, executive compensation planning, and succession planning to optimize value and minimize risk.
- Government & Institutional Investment Services Investment management for government and institutional clients including long-term trust funds, cemetery perpetual care funds, stabilization funds, Community Preservation Act funds, municipal light and enterprise funds, OPEB funds, and bond proceeds management. Serves more than 250 government and institutional entities across New England.
- Retirement Plan Consulting Comprehensive retirement plan consulting for businesses including plan-level services, investment services, participant services, fiduciary education, fee benchmarking, and customized employee education programs. Services include 401(k), pension, and other employer-sponsored plans.
- Employee Education Financial wellness education services for employees including plan information, goal-setting assistance, and investment guidance to help employees maximize their retirement plan benefits.
Quantifiable outcome
- $6 billion in client assets under management as of June 2026
- +3 more outcomes
Companies that use Bartholomew & Company
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles4 records
Bartholomew & Company technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration16 records
Bartholomew & Company partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- LPL FinancialcoreLPL Financial retained Bartholomew & Company as part of its acquisition of Commonwealth Financial Network. The $6 billion firm, the largest remaining Commonwealth affiliate, will move its client assets from Fidelity Investment's National Financial Services to LPL's platform. LPL is aiming to retain at least 90% of Commonwealth's $305 billion in client assets. Bartholomew & Company launched as hybrid RIA while maintaining brokerage affiliation with Commonwealth.
- Commonwealth Financial NetworkcoreCommonwealth Financial Network is the registered investment adviser-broker/dealer that Bartholomew & Company partners with to process transactions. The firm is proudly affiliated with Commonwealth based on its client-first service model, which mirrors Bartholomew & Company's own values, and the fact that both firms are independently owned and operated.
- SG Wealth Management GroupminorIndependent firm affiliated with Bartholomew & Company, leveraging compliance, investment, financial planning, marketing, and business development capabilities.
- Ryan Wealth AdvisorsminorIndependent firm affiliated with Bartholomew & Company, leveraging compliance, investment, financial planning, marketing, and business development capabilities.
Scale indicators6 records
Recent moves7 records
Expansion highlights5 records
Bartholomew & Company competitors and assessment
Company assessmentBroad incumbents
- Cetera Financial Group: Network of independent broker-dealers and hybrid RIAs serving individual investors, business owners, and institutions. Broad incumbent because Cetera supports multiple affiliated firms across the U.S. via shared technology and OSJ supervision, similar in form to Bartholomew's broker-dealer relationships.
- LPL Financial: Largest independent broker-dealer in the U.S. and the new custodian/broker-dealer platform for Bartholomew & Company as part of its 2026 transition. Broad incumbent because LPL supports thousands of RIAs and hybrid practices far larger and broader than Bartholomew, but uses an overlapping technology, custody, and OSJ model.
Direct peers
- Creative Planning: Large national RIA providing comprehensive financial planning, investment management, and tax services to HNW individuals and institutions. Direct peer due to similar integrated wealth planning offering, institutional practice, and recurring AUM-based revenue model.
- Hightower Advisors: Wealth management firm built via advisor affiliation and OSJ model serving HNW clients, families, and institutions. Direct peer because Hightower's affiliation, technology, and advisory platform model closely mirrors Bartholomew & Company's hybrid RIA approach with affiliated advisor firms.
- Carson Group: Wealth management firm supporting independent financial advisors through coaching, technology, and OSJ-style affiliation. Direct peer due to its emphasis on supporting affiliated advisor practices with compliance, planning, and growth capabilities analogous to Bartholomew's OSJ offering.
- Focus Financial Partners: National RIA roll-up serving HNW individuals, families, and institutions through partner firms. Direct peer because Focus targets RIAs in the $1-10B AUM range with hybrid affiliation structures similar to Bartholomew's OSJ model and similar wealth management and institutional client mix.
- Cambridge Investment Research: Independent broker-dealer and RIA custodian supporting affiliated hybrid practices serving HNW individuals and institutions. Direct peer because Cambridge's hybrid RIA, OSJ, and advisor-affiliation model directly parallels Bartholomew & Company's Commonwealth/LPL-based structure.
- Mariner Wealth Advisors: National wealth advisory firm serving HNW families, business owners, and institutions with integrated financial planning and OCIO services. Direct peer given similar institutional OCIO capabilities, family-firm governance, and expansion via advisor affiliation.
- Commonwealth Financial Network: Largest privately held broker-dealer/RIA in the U.S., currently Bartholomew & Company's primary affiliation partner and the platform being acquired by LPL Financial. Direct peer because Commonwealth affiliates operate hybrid RIA models with similar client segments, advisory technology stack (Investor360), and OSJ structure.
Regional players
- Wespath Benefits / Investments (institutional OCIO for nonprofits/endowments): Institutional investment manager providing OCIO services for faith-based and nonprofit organizations with focus on long-term funds. Regional/specialized peer because it competes directly with Bartholomew & Company's Government & Institutional Division for endowment, trust, and OPEB fund mandates in the institutional OCIO space.
Market position
Strengths5 records
Weaknesses3 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Bartholomew & Company compliance and trust
Trust signalCompliance2 records
Bartholomew & Company financial estimates
Financial estimateRevenue estimate
Valuation estimate
Bartholomew & Company leadership team
Management profileNumber of profiles
Profiles10 records
Bartholomew & Company subsidiaries and ownership
Company hierarchySubsidiaries2 records
Bartholomew & Company funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Bartholomew & Company M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Bartholomew & Company
What does Bartholomew & Company do?
Bartholomew & Company is a full-service investment management and financial advisory firm operating as a hybrid Registered Investment Advisor. It provides integrated wealth management services including investment management, retirement planning, tax planning, insurance planning, education funding, estate planning, and business planning to high-net-worth individuals, families, business owners, and government/institutional clients, with approximately $5.5–6 billion in client assets under management across roughly 5,000 client relationships.
Is Bartholomew & Company a public or private company?
Bartholomew & Company is a private company. It is classified as family owned and is currently operating.
When was Bartholomew & Company founded?
Bartholomew & Company was founded in 1994. It employs 11 to 50 people.
Where is Bartholomew & Company based?
Bartholomew & Company is headquartered in Worcester, United States, in the North America region.
How does Bartholomew & Company make money?
Four revenue lines are on record. Investment Management and Advisory Fees are the primary driver. The others are financial Planning Services, government and Institutional Investment Management and retirement Plan Consulting.
Who are Bartholomew & Company's main competitors?
Broad incumbents on record are Cetera Financial Group and LPL Financial. Direct peers are Creative Planning, Hightower Advisors, Carson Group, Focus Financial Partners, Cambridge Investment Research, Mariner Wealth Advisors and Commonwealth Financial Network. Wespath Benefits / Investments (institutional OCIO for nonprofits/endowments) is listed as a regional player.
Does Bartholomew & Company have an API?
No public API is recorded for Bartholomew & Company.
What industry is Bartholomew & Company in?
Bartholomew & Company's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 52394 and its SIC code is 6282.