Independent wealth management firm Bartholomew & Company has transitioned into an independent hybrid Registered Investment Advisor (RIA) to manage approximately $6 billion in client assets. Based in Worcester, Massachusetts, the firm’s structural evolution deepens its corporate independence by expanding its network infrastructure through a new partnership with LPL Financial while preserving its long-standing corporate affiliation with Commonwealth Financial Network.
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The launch aligns with internal succession planning, as Alex Bartholomew is elevated to “As our firm continues to grow, it is important that our infrastructure evolves alongside it,” said Alex Bartholomew, Chief Executive Officer and Chief Investment Officer of Bartholomew & Company. “Launching our own RIA strengthens our ability to support clients and advisors while remaining focused on the service, guidance, and investment expertise our clients expect.” Echoing the multi-generational, long-term stewardship motivating the transition, “For more than 30 years, we’ve approached decisions with a long-term perspective”, said Tom Bartholomew, Founder and Chairman. “Launching 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.”
