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Financial ADVSR advisor directory · SEC adviser records

Bartholomew & Company Wealth Management, LLC financial advisors

Every SEC-registered investment adviser representative at Bartholomew & Company Wealth Management, LLC, by the state and city of the office they work from.

The short answer

21 registered advisors work at Bartholomew & Company Wealth Management, LLC, in 1 state and 5 cities; the most are in Worcester, MA (17). 3 list the CFP designation and 20 are also registered broker representatives.

Search every Bartholomew & Company Wealth Management, LLC advisor by name →Who joined and left Bartholomew & Company Wealth Management, LLC →Bartholomew & Company Wealth Management, LLC: assets, clients and custodians →

Cities with the most Bartholomew & Company Wealth Management, LLC advisors

Worcester, MA 17Andover, MA 1Framingham, MA 1Lee, MA 1Marblehead, MA 1

Bartholomew & Company Wealth Management, LLC advisors by state

Bartholomew & Company Wealth Management, LLC in Massachusetts 21

Worcester 17Andover 1Framingham 1Lee 1Marblehead 1

Questions

How many financial advisors does Bartholomew & Company Wealth Management, LLC have?

21 investment adviser representatives are registered with Bartholomew & Company Wealth Management, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 5 cities. 3 list the CFP designation and 20 are also registered as broker representatives.

Where does Bartholomew & Company Wealth Management, LLC have the most advisors?

Worcester, MA, with 17 registered advisors, then Andover, MA (1). By state, Massachusetts has the most, with 21.

How do I find a Bartholomew & Company Wealth Management, LLC financial advisor near me?

Pick your state below, then your city, to see every Bartholomew & Company Wealth Management, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Bartholomew & Company Wealth Management, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →