{"id":31096,"date":"2026-07-06T19:00:00","date_gmt":"2026-07-06T17:00:00","guid":{"rendered":"http:\/\/stocks-future.com\/?guid=25a7aa4c2430d618333747a3fa27a5a6"},"modified":"2026-07-06T19:00:00","modified_gmt":"2026-07-06T17:00:00","slug":"bartholomew-company-launches-hybrid-ria-marking-the-next-step-in-its-long-term-growth-strategy-2","status":"publish","type":"post","link":"https:\/\/stocks-future.com\/?p=31096","title":{"rendered":"Bartholomew & Company Launches Hybrid RIA, Marking the Next Step in its Long-Term Growth Strategy"},"content":{"rendered":"

WORCESTER, Mass.--(BUSINESS WIRE)--Bartholomew & Company today announced its launch as an independent hybrid Registered Investment Advisor (RIA), overseeing approximately $6 billion (as of 6\/15\/26) in client assets. The move marks a pivotal moment for the Worcester-based firm, which is deepening independence at a time when much of the industry is consolidating around large broker-dealer platforms.<\/p><\/a><\/a><\/a><\/a>

The new RIA structure strengthens the firm\u2019s operating platform and enhances its ability to serve clients while preserving the disciplined approach and personalized service that has defined Bartholomew & Company for more than three decades.<\/p>

\u201cAs our firm continues to grow, it is important that our infrastructure evolves alongside it,\u201d said Alex Bartholomew, Chief Executive Officer and Chief Investment Officer of Bartholomew & Company. \u201cLaunching our own RIA strengthens our ability to support clients and advisors while remaining focused on the service, guidance, and investment expertise our clients expect.\u201d<\/p>

Bartholomew & Company will continue to operate as a hybrid firm, maintaining its longstanding relationship with Commonwealth Financial Network, and now LPL Financial. This approach combines the flexibility of an independent RIA with the resources, technology, and support of leading independent wealth management firms.<\/p>

\u201cFor more than 30 years, we\u2019ve approached decisions with a long-term perspective\u201d, said Tom Bartholomew, Founder and Chairman. \u201cLaunching our own RIA is a natural next step and an investment in the future of our clients, employees, and firm. It reinforces our commitment to independence, disciplined decision-making, and putting clients first.\u201d<\/p>

The transition reflects years of planning and investment across the firm\u2019s operations, technology, talent, and advisory infrastructure, resulting in a more flexible model that enhances how the firm supports clients and advisors. Clients will continue working with the professionals they know and trust while benefiting from expanded capabilities.<\/p>

\u201cWe are continuing to build on an exceptional foundation \u2013 one defined by innovative thinking, disciplined decision-making, and an unwavering commitment to our clients\u201d, said Alex Bartholomew. \u201cThis milestone strengthens our ability to do exactly that for decades to come.\u201d<\/p>

The launch follows Alex Bartholomew\u2019s recent appointment to Chief Executive Officer<\/a> and reflects the firm\u2019s ongoing commitment to thoughtful succession planning, organizational continuity, and long-term stewardship.<\/p>

About Bartholomew & Company<\/b><\/p>

Founded in 1994, Bartholomew & Company is an independent hybrid RIA and comprehensive financial advisory firm with offices at 370 Main Street, Suite 1000, Worcester, MA and 405 Cochituate Road, Suite 305, Framingham, MA. The firm oversees approximately $6 billion (as of 6\/15\/26) in client assets and partners with individuals, families, businesses, and institutions \u2014 including government entities, municipalities, and nonprofit organizations \u2014 to provide thoughtful, long-term guidance tailored to each client\u2019s unique goals. For additional information, please visit www.bartandco.com<\/a>.<\/p>

Securities & advisory services offered through Commonwealth Financial Network\u00ae, Member FINRA\/SIPC, a Registered Investment Adviser. Additional advisory services & financial planning offered through Bartholomew & Company Wealth Management, LLC, are separate and unrelated to Commonwealth.<\/i><\/p> Contacts<\/b>

Media Contact:Michelle FullerManaging Director, Strategy & OperationsBartholomew & Company508.753.8807michelle.fuller@bartandco.com<\/a>www.bartandco.com<\/a><\/p>","protected":false},"excerpt":{"rendered":"

WORCESTER, Mass.–(BUSINESS WIRE)–Bartholomew & Company today announced its launch as an independent hybrid Registered Investment Advisor (RIA), overseeing approximately $6 billion (as of 6\/15\/26) in client assets. The move marks a pivotal moment …<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-31096","post","type-post","status-publish","format-standard","hentry","category-infos-businesswire"],"_links":{"self":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/31096","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=31096"}],"version-history":[{"count":1,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/31096\/revisions"}],"predecessor-version":[{"id":31099,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/31096\/revisions\/31099"}],"wp:attachment":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=31096"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=31096"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=31096"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}