Bartholomew & Company

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

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

• Investment management services
• Wealth management advisory
• Financial planning services
• Retirement plan consulting
• Institutional investment management

Headquarters

HQ city

Worcester

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. 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.
2. 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.
3. 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.
4. 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

Go-to-market motion2 records

Distribution channels5 records

Marketing channels7 records

Core 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

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration16 records

Partnerships

Four partnerships are on record, tiered core and minor.

• LPL FinancialcoreChannel Partner/ Reseller/ Distributor · 7 July 2026LPL 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 NetworkcoreChannel Partner/ Reseller/ DistributorCommonwealth 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 GroupminorChannel Partner/ Reseller/ DistributorIndependent firm affiliated with Bartholomew & Company, leveraging compliance, investment, financial planning, marketing, and business development capabilities.
• Ryan Wealth AdvisorsminorChannel Partner/ Reseller/ DistributorIndependent firm affiliated with Bartholomew & Company, leveraging compliance, investment, financial planning, marketing, and business development capabilities.

Scale indicators6 records

Recent moves7 records

Expansion highlights5 records

Broad 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

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bartholomew & Company