We are delighted to announce that Bartlett Wealth Management has been recognized as one of Barron’s 2020 Top RIA Firms for the second year in a row.
The award recognizes firms across the nation that demonstrated growth, both organic and through mergers and acquisitions. We are so pleased to be counted among the top individual financial advisors in the country; this year, we ranked at number 44 on the list, up from 48 in 2019.
Every day, our entire Bartlett team works diligently to help our clients identify the purpose of their wealth, what goals they have for their financial future, and how to stay steady in times of volatility. The success we have as a firm is vital to every one of us at Bartlett because it means we’re working hard to help our clients achieve their goals. They’re always our top priority.
Barron’s acknowledged that while the wealth management industry had already been changing rapidly, the pandemic and its aftershocks kicked the rate of change into overdrive, spurring consolidation and the adoption of technology – like videoconferencing and digital account access – into immediate priorities.
“We couldn’t be prouder to be recognized by Barron’s as one of the top RIA firms in the nation,” said Kelley J. Downing, President and CEO of Bartlett Wealth Management. “Our team has been working hard for years to modernize and upgrade technological capabilities so we could continue to improve service for our clients. That paid off when the full effects of the pandemic hit; we were able to quickly pivot our firm to continue seamless service to our clients in a time of wild market turbulence and deliver what they expect from us.”
Barron’s independent firm ranking expanded to 100 spots this year (up from 50 last year), and the rankings formula includes several new metrics, according to Barron’s: technology spending, staff diversity, and succession planning. Participation in the ranking is by invitation only and limited to firms that meet the minimum eligibility requirements.
We are so grateful to the wonderful clients, partners, and friends who place their trust in Bartlett, and who inspire us to continually strive for excellence in our research and service delivery.