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Bartlett

is a wealth management firm that provides investment advisory and financial planning services for individuals and businesses... Read more
OverviewCompetitorsAcquisitionsNews & Insights

Bartlett

is a wealth management firm that provides investment advisory and financial planning services for individuals and businesses... Read more
Bartlett CEO: James Hagerty

CEO

James Hagerty

CEO Approval Rating

90/100

1898

PrivateSubsidiary of Focus Financial Partners, LLC

Banking, Financial Services and Insurance
Asset & Investment ManagementInvestment Banking and SecuritiesDiversified Financial Services
6189641162826199 NAICS listing

Est. Annual Revenue
$25-100M
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Est. Employees
25-100
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Acquisitions
1

News

Jan 03, 2025
Bartlett Blog
Bartlett Blog Market Commentary – January 2025
Dec 19, 2024
Bartlett Blog
Bartlett Blog Merger Mangled
Dec 04, 2024
Bartlett Blog
Bartlett Blog 2024 Strategy Update – A Grounded Perspective
Nov 15, 2024
Bartlett Blog
Bartlett Blog Upcoming Webinar: A Grounded Perspective
Oct 22, 2024
Bartlett Blog
Bartlett Blog Navigating the Tax Cuts and Jobs Act (TCJA) 2026 Sunset
Oct 02, 2024
Bartlett Blog
Bartlett Blog Market Commentary – October 2024
Sep 11, 2024
Bartlett Blog
Bartlett Blog What is a Solo 401(k) Plan?
Sep 03, 2024
Bartlett Blog
Bartlett Blog When is the best time to buy stocks?
Sep 01, 2024
Bartlett Blog
Bartlett Blog Income Investors Need Not Fear The Fed
Aug 14, 2024
Bartlett Blog
Bartlett Blog 6 Pet Stocks to Watch in 2024

Bartlett Competitors

1Allworth
2Brighton Jones
3Mercer Advisors
4HighTower
5OSAM
6Focus
7Guidant Wealth Advisors
8Burda
9Donnelly Wealth Advisors
10Conestoga Capital
Unlock 10 + competitors

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