WORCESTER — A Worcester-based financial advisor has been named to a national Forbes ranking for the ninth consecutive year.
Thomas J. Bartholomew, president and CEO of Bartholomew & Company, was included on Forbes’ 2026 “Best-In-State Wealth Advisors” list, according to an announcement from the firm. The rankings, released April 7, are based on research conducted by SHOOK Research and evaluate advisors using a mix of quantitative and qualitative factors.
The selection process considers criteria such as industry experience, assets under management, compliance records and professional credentials, according to Forbes.
“I am honored to be included on this list for the ninth year in a row,” Bartholomew said in the announcement. “I am thankful for the continued trust of my clients and remain focused on providing thoughtful guidance tailored to their individual financial needs.”
Bartholomew & Company, headquartered in Worcester, provides financial planning and wealth management services to individuals, families and institutional clients. The firm was founded in 1994 and also maintains an office in Framingham, according to the announcement.
The Forbes Best-In-State Wealth Advisors list is compiled annually, with rankings based on data gathered over a 12-month period, according to the announcement.
