Bartholomew & Co. has announced its launch as an independent hybrid registered investment adviser (RIA), overseeing approximately $6 billion in client assets.
The new RIA structure strengthens the firm’s 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.
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.
The transition reflects years of planning and investment across the firm’s operations, technology, talent and advisory infrastructure, resulting in a more flexible model that enhances how the firm supports clients and advisors. Clients will
