Bartholomew & Company Launches Hybrid RIA, Marking the Next Step in its Long-Term Growth Strategy

Bartholomew & Company 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.

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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.

“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.”

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.

“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.”

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 continue working with the professionals they know and trust while benefiting from expanded capabilities.

“We are continuing to build on an exceptional foundation – one defined by innovative thinking, disciplined decision-making, and an unwavering commitment to our clients”, said Alex Bartholomew. “This milestone strengthens our ability to do exactly that for decades to come.”

The launch follows Alex Bartholomew’s recent appointment to Chief Executive Officer and reflects the firm’s ongoing commitment to thoughtful succession planning, organizational continuity, and long-term stewardship.

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