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