Bartholomew & Company announced its launch as an independent hybrid Registered Investment Advisor. The Worcester-based firm oversees approximately $6 billion in client assets as of June 15, 2026.
The launch marks the next step in the firm’s long-term growth strategy. Bartholomew & Company said the move deepens its independence at a time when much of the wealth management industry is consolidating around large broker-dealer platforms.
The new RIA structure is intended to strengthen the firm’s operating platform. It also enhances Bartholomew & Company’s ability to serve clients while preserving its disciplined approach and personalized service model.
Bartholomew & Company will continue operating as a hybrid firm. The company will maintain its longstanding relationship with Commonwealth Financial Network while also working with LPL Financial.
The firm said this model combines the flexibility of an independent RIA with the resources, technology, and support of major independent wealth management platforms. Clients will continue working with the advisors and professionals they know while benefiting from expanded capabilities.
The transition reflects years of planning and investment across operations, technology, talent, and advisory infrastructure. Bartholomew & Company said the result is a more flexible model for supporting both clients and advisors.
The launch follows Alex Bartholomew’s recent appointment as Chief Executive Officer. The firm said the move reflects its continued focus on succession planning, organizational continuity, and long-term stewardship.
Founded in 1994, Bartholomew & Company is an independent hybrid RIA and comprehensive financial advisory firm. The firm serves individuals, families, businesses, institutions, government entities, municipalities, and nonprofit organizations.
KEY QUOTES:
“As our firm continues to grow, it is important that our infrastructure evolves alongside it. 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. We are continuing to build on an exceptional foundation – one defined by innovative thinking, disciplined decision-making, and an unwavering commitment to our clients. This milestone strengthens our ability to do exactly that for decades to come.”
Alex Bartholomew, CEO and CIO of Bartholomew & Company
“For more than 30 years, we’ve approached decisions with a long-term perspective. 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.”
Tom Bartholomew, Founder and Chairman of Bartholomew & Company
