MCLEEAN, VA., Dec. 5, 2023 /PRNewswire/ -- Bogart Wealth, an award-winning, independent wealth management and Registered Investment Advisory (RIA) firm, has been named to multiple top financial advisory firms and fastest-growing companies in several national and industry publications over the past couple of months. A Forbes and SHOOK Research survey ranked it as one of the top investment advisor firms in Virginia.
It was noted by the industry-leading rankings program that Bogart Wealth was ranked 30th nationally in the 2023 ranking of America's Top RIA Firms in addition to being ranked #1 overall in Virginia. This is an improvement from the 2022 rankings when Bogart Wealth ranked #2 and #41 respectively. It was released just a few months ago, and it follows the announcement that CEO James Bogart had been named the top Next-Gen Wealth Advisor in Virginia by Forbes on its list of Best-In-State Next-Gen Wealth Advisors for 2023.
There was a significant increase in Bogart Wealth's ranking in the 2023 list of America's Top RIA Firms, which was not only number 1 in Virginia, but the company also ranked 30th nationally in the industry's leading ranking program – up from number 2 and number 41 respectively in the year 2022. This recognition comes on the heels of CEO James Bogart being a Forbes' top Next-Gen Wealth Advisor in Virginia in the 2023 list of Best-In-State Next-Gen Wealth Advisors released a few months ago, which was a ranking released just a few months ago.
According to the industry-leading rankings program, Bogart Wealth, in addition to being the number one firm in Virginia, ranked 30th nationwide in the same program."
In addition, Bogart Wealth was ranked #147 on Financial Planning Magazine's list of the largest fee-only RIAs in the country, ranking #147 on the list of the largest fee-only RIAs in the country, and was also ranked #42 overall on SmartAsset's list of 100 Fastest Growing RIAs in the country for 2023. Additionally, it was included in the list of 50 Fastest Growing Private Companies in the Washington Region published by the Washington Business Journal in 2023.
We are delighted that Bogart Wealth has been included in all of these rankings and received these awards from such prestigious media outlets, especially being recognized by Forbes as the top advisory firm in Virginia," said James Bogart, President and CEO of Bogart Wealth.. All of this can be attributed to our amazing team and the outstanding service they provide to our clients every day. These recognitions would not have been possible without them.The Forbes ranking of America's Top RIA Firms, developed by SHOOK Research, is based on a set of qualitative criteria - most commonly gathered through telephone, virtual and in-person due diligence interviews - and quantitative criteria - such as their financial performance.. In order for the algorithm to work effectively, it must consider factors such as revenue trends, assets under management, compliance records, industry experience, leadership and senior principals, and other factors that include best practices and a firm's approach to working with clients.. It is not possible to use portfolio performance as a criterion due to the diversity of client objectives and the lack of audited data available. There is no fee associated with the rankings offered by Forbes or SHOOK.You can see Forbes' full list of America's Top RIA Firms by clicking here, and you can also see Forbes' full ranking methodology by clicking here.. If you would like to see the full ranking methodology for America's Top Next-Gen Wealth Advisors, please click the link below..ASSIGNED AS A 2023 RIA LEADER BY FINANCIAL PLANNINGBogart Wealth was also named as a 2023 RIA Leader by Financial Planning Magazine, ranking #147 on the list of the 150 largest fee-only RIA firms in the nation for the year 2023.. COMPLY, a data partner, used Form ADV filings with the Securities and Exchange Commission to rank RIAs based on a six-part formula that eliminates any firms that take any type of commission as part of the ranking. Among the 150 fee-only RIAs with the most assets under management (AUM), this list represents one prominent method for determining the firms with the largest assets under management in the industry..In the past three years, Bogart Wealth has seen rapid growth and has more than doubled its assets under management, achieving 118% growth in two-year assets under management, while recently exceeding $2 billion in AUM..AUM of 4 billion dollars.The full list of Financial Planning's top 150 fee-only RIA firms, as well as information on the ranking methodology, can be found by clicking here..In SmartAsset's 2023 list of the 100 Fastest Growing RIA Firms in the country, Bogart Wealth was recently ranked #42 overall on SmartAsset's list of the 100 Fastest Growing RIA Firms in the country.. Between 2020 and 2023, the top 100 fastest-growing firms were ranked based on their organic growth in client accounts and assets under management. During the summer of 2023, Bogart Wealth had realized a 122% increase in the number of client accounts and a 141% increase in the amount of assets under management during that time span..If you would like to see SmartAsset's full list of the 100 fastest-growing RIA firms, and to learn more about the ranking methodology, please click here..WASHINGTON BUSINESS JOURNAL'S LIST OF THE FASTEST GROWING COMPANIESBogart Wealth was also included in the Washington Business Journal's list of the 50 Fastest Growing Private Companies in the Greater Washington Region for the year 2023, coming in at number 44 on the list of the fastest growing private companies in the region for the year 2023.. The Bogart Wealth Group is headquartered in McLean, Virginia, just outside of the Washington, D.C. metropolitan area. The first two are - and D. From 2020 to 2022, private companies in the area were ranked according to their average percent change in revenue growth. The average revenue growth for Bogart Wealth in the last year was 53 percent.During this time period, there has been an increase of 2%.You can view the full rankings of the Largest Wealth Management Firms in Greater Washington DC by clicking here. Click here to read the article in the Washington Business Journal. In order to compile this list, data was collected directly from the companies and compiled by full-time researchers in The Business Journal's newsrooms, and most of the information was collected by direct outreach to the businesses themselves. Please click here if you would like more information.BOGART WEALTH ANNOUNCES THE ADDITION OF TWO NEW TEAM MEMBERSBogart Wealth has also recently announced the additions of four new team members:Christine Janaske, Director of Marketing, manages all aspects of Bogart Wealth's marketing efforts.. It has been her privilege to work in the financial services sector for the last 17+ years and holds a degree in Communication from the University of Alabama..In addition to managing the firm's financial planning team, Kelly Kaczmarek, CFP®, works with clients on the development of financial plans and educating them on various planning strategies. She also provides training to the firm's financial planning team.. Having been in the financial planning industry for more than 17 years, she is a Certified Financial PlannerTM with more than 17 years of experience.The firm's Portfolio Analyst, Jack Loesch, performs investment research and assists the investment committee in building clients' portfolios as part of his responsibilities. The prior to joining Bogart Wealth, Jack graduated from the Virginia Tech College of Business with a Bachelor of Science in Business with a concentration in Investment Management & Financial Analysis.As a Digital Video Production Specialist, Shesh Batni produces videos and other digital content for the firm, as well as assisting with other marketing activities for the firm. As a video production specialist for a financial institution in the Tysons, VA area for the last two years, he has gained extensive experience in the field of video production. He holds a degree in Media and Communication Studies from the University of Maryland Baltimore County..The firm is actively recruiting financial advisors and support staff as they continue to grow as a firm. The McLean, Virginia office has openings for the positions of Financial Advisor and Client Service Associate, while the The Woodlands, Texas office has openings for the positions of Financial Advisor and Associate Financial Advisor.Moreover, both offices are currently recruiting for the firm's Advisor Growth Track program, a professional development and training program for both emerging talent and experienced financial advisors at Bogart Wealth. This program is conducted in conjunction with employment at Bogart Wealth, where employees are required to work all the stations to gain expertise in all the aspects of holistic financial planning..Click here if you would like to learn more about the current opportunities and career opportunities at Bogart Wealth. Click here if you would like to find out more about all the employee benefits offered by Bogart Wealth. If you would like to learn more about the team at Bogart Wealth, please click here..Bogart Wealth is an independent, fee-only wealth management firm that specializes in guiding corporate executives, professionals, and families on their paths to and throughout retirement.. Under the leadership of its President and CEO, James Bogart, the firm's mission is to help clients achieve financial peace of mind through the preservation and maximization of intergenerational wealth. In order for Bogart Wealth to be able to maintain its status as a Registered Investment Advisor (RIA), we are held to a fiduciary standard, which gives our clients confidence in knowing that everything we do is always in their best interests. With a boutique size, Bogart Wealth provides clients with the highest level of service, and the firm's multiple advisors have the opportunity to become familiar with each client and their financial plan on an individual basis. In Bogart Wealth, everyone is a part of the team, which is why they have taken great care to foster a culture that fosters collegiality and cooperation, as well as a diverse set of skills, experiences, qualifications, and credentials among their employees. It is the team's responsibility to apply their combined experience, knowledge, expertise, and expertise to the needs of each client. If you would like to learn more, please visit the website at.BogartWealth.Please visit www.com.PLEASE NOTE THE FOLLOWING IMPORTANT DISCLOSURE INFORMATION:. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Bogart Wealth is engaged, or continues to be engaged, to provide investment advisory services. Bogart Wealth did not pay a fee in order to receive the ranking as a result of their efforts. It is important to note that the ranking is based on specific criteria and methodology (see ranking criteria/methodology for more information).. The ranking or recognition of Bogart Wealth should not be construed as an endorsement from any past or current client of Bogart Wealth. A Bogart Wealth investment adviser registration does not imply any level of skill or training on the part of Bogart Wealth. You can review a copy of Bogart Wealth's current written disclosure brochure, which describes our advisory services and fees, upon request or by visiting our website at www.bogartwealth.com.Bogart Wealth LLP.Visit our website:.Jonny SwiftImpact Communications, Inc. is the media contact for this story.SOURCE Bogart Wealth: 913-649-5009 [email protected]
SOURCE Bogart Wealth: 913-649-5009 [email protected]
It is an honor for us to be included in all of these rankings and to have earned these awards from such prominent media outlets, especially to be named the top advisor in Virginia by Forbes," said James Bogart, President and CEO of Bogart Wealth. This is all due to our fantastic team of professionals who provide outstanding service to our clients. Without them, these awards would not have been possible."
It was developed by SHOOK Research that the Forbes listing of America's Top RIA Firms, developed by Forbes, is based on an algorithm which takes into account both qualitative and quantitative criteria. Qualitative criteria are mainly gathered through telephone, virtual and in-person due diligence interviews.. The algorithm factors in a number of factors including revenue trends, assets under management, compliance records, industry experience, leadership, senior principals, and other factors that encompass a firm's approach to working with clients and its approach to best practices.. Due to the varying objectives of clients and the lack of audited data, portfolio performance is not a criterion for selection. In exchange for ranking on Forbes or SHOOK, neither of them receives any compensation
In exchange for ranking on Forbes or SHOOK, neither of them receives any compensation
In order to see Forbes' complete list of America's Top RIA Firms, please click here. In order to view Forbes' full ranking methodology, please click here. In order to view Forbes' full ranking methodology for America's Top Next-Gen Wealth Advisors, please click here.
FINANCIAL PLANNING NAMES BOGBART WEALTH A LEADER IN THE RIA FOR 2023
Also, in addition to being named a 2023 RIA Leader by Financial Planning Magazine, Bogart Wealth was also ranked #147 on the list of the 150 largest fee-only RIA firms in the country by Financial Planning Magazine.. As part of its research, COMPLY utilized Form ADV filings with the Securities and Exchange Commission to rank RIAs according to a six-part formula, eliminating any firms that take commissions of any kind. This listing of the 150 fee-only RIAs with the most assets under management (AUM), is one of the most prominent ways in which one can determine which firms have the most assets under management (AUM)
This listing of the 150 fee-only RIAs with the most assets under management (AUM), is one of the most prominent ways in which one can determine which firms have the most assets under management (AUM)
There has been rapid growth at Bogart Wealth in the last few years. The firm has more than doubled its AUM in the past three years, achieving 118% growth in 3-year AUM while recently exceeding $2.4 billion in AUM.
In order to see Financial Planning's full list of the 150 largest fee-only RIA firms, and to learn more about how the ranking methodology was derived, please click here.
ASSESSED BY SMARTASSET AS ONE OF THE FASTEST GROWING RIA FIRMS IN THE WORLD
There has been a recent list published by SmartAsset of the 100 Fastest Growing RIA Firms in the country, and Bogart Wealth was ranked #42 overall. The top 100 fastest-growing firms were ranked by organic growth between 2020 and 2023 in client accounts and AUM. During the period between the Summer of 2023 and the Summer of 2023, Bogart Wealth experienced a 122% increase in client accounts and a 141% increase in AUM.
If you want to see SmartAsset's full list of the 100 fastest-growing RIA firms, as well as to learn more about the ranking methodology, click here.
INTRODUCED AS ONE OF THE FASTEST GROWING COMPANIES BY THE WASHINGTON BUSINESS JOURNAL
It has also been reported that Bogart Wealth has been included on the Washington Business Journal's list of the 50 Fastest Growing Private Companies in the Greater Washington Region for the year 2023, placing #44 in the ranking. The company has its headquarters in McLean, Virginia, just outside of Washington D.C. – and the companies in the D.C. area have been ranked by the average percent change in revenue from 2020 to 2022. In this period, Bogart Wealth's revenue growth averaged 53.2% on average.
If you'd like to see the full rankings of the largest wealth management firms in the Greater Washington D.C. area published by the Washington Business Journal, click here to take a look at them. We compiled the data for this list by hiring full-time researchers in The Business Journal's newsrooms, and the information was generally gathered by contacting the businesses directly. Please click here to find out more about this list.
BOGART WEALTH INTRODUCES NEW MEMBERS TO THE TEAM
Additionally, Bogart Wealth recently announced the addition of four new members to the team:
As Director of Marketing, Christine Janaske is responsible for all aspects of marketing the Bogart Wealth brand. She has been working in the financial services sector for over 17 years and holds a degree in Communication from the University of Alabama.
Kelly Kaczmarek, CFP®, Financial Planning Manager, works with clients to build financial plans and educate them on various planning strategies, as well as manage the firm's financial planning team. In addition to her 17+ years of experience in the financial planning industry, she has been a Certified Financial PlannerTM for many years as well.
In his role as Portfolio Analyst, Jack Loesch conducts investment research as well as assists the investment committee in building client portfolios. Jack earned a Bachelor of Science in Business from Virginia Tech with a concentration in Investment Management and Financial Analysis prior to joining Bogart Wealth.
It is Shesh Batni's responsibility as Digital Video Production Specialist to produce videos and other digital content for the firm, as well as to assist with other marketing campaigns. During the past two years, he was employed as a video production specialist for a financial institution in the Tysons, VA area, and he holds a degree in Media and Communication Studies from the University of Maryland Baltimore County.
It is becoming increasingly common for the firm to hire financial advisors and support staff as it continues to grow. Currently, there are two positions available in the McLean, Virginia office: Financial Advisor and Client Service Associate, and two positions available in The Woodlands, Texas office: Financial Advisor and Associate Financial Advisor.
Additionally, both locations are currently hiring for the firm's advisor growth track program, a training and development program that offers both emerging financial advisors and experienced advisors the opportunity to grow professionally. This program is offered as part of Bogart Wealth's employment program, where employees work all the stations and gain expertise in all aspects of holistic financial planning.
Click here if you would like to find out more about the open positions and career opportunities at Bogart Wealth. Click here if you would like to find out more about all the employee benefits at Bogart Wealth. Click here if you would like to learn more about our team at Bogart Wealth.
THE BOGART WEALTH GROUP
Our goal at Bogart Wealth is to assist corporate executives, professionals, and their families on their journeys to and through retirement by providing independent, fee-only wealth management services. As a firm led by its president and CEO, James Bogart, their mission is to help clients achieve financial peace of mind by preserving and maximizing their wealth across generations. Having been designated as a Registered Investment Advisor (RIA), Bogart Wealth is legally required to adhere to a fiduciary standard that gives clients the confidence that everything the firm does is always in their best interest at all times. It is Bogart Wealth's goal to provide clients with an exceptionally high level of service, and the firm's boutique size allows for multiple advisors to become familiar with each client and the financial plan that they are working on. It is at Bogart Wealth that everyone believes they are a part of the team, and they have worked hard to cultivate a collegial and cooperative culture, as well as a diverse set of skills, experience, qualifications, and credentials among the staff.. Each client account is handled by a team of experts who work together to apply their combined experience, expertise, and knowledge to the problem. For more information, please visit the following website:.BogartWealth.Visit www.com
Visit www.com
INFORMATION IMPORTANT ABOUT DISCLOSURES
I would like to draw your attention to the following limitations:. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Bogart Wealth is engaged, or continues to be engaged, to provide investment advisory services. In order to receive the ranking, Bogart Wealth did not have to pay a fee. Ranking criteria and methodology are used to determine the ranking (see ranking criteria/methodology for more details).. Bogart Wealth should not be construed as an endorsement of any of its past or current clients as a result of any ranking or recognition
Bogart Wealth should not be construed as an endorsement of any of its past or current clients as a result of any ranking or recognition
Despite the fact that Bogart Wealth is registered as an investment adviser, it does not necessarily imply a level of skill or training. You can review Bogart Wealth's current written disclosure brochure concerning our advisory services and fees upon request or at www.BogartWealth.com.
Contact information for the media: Jonny SwiftImpact Communications, Inc.913-649-5009[email protected]
Bogart Wealth Management is the source of this information
It has been announced that Bogart Wealth, an award-winning, independent wealth management and registered investment advisory firm, has made a number of lists of top financial firms...
An award-winning, independent wealth management firm and registered investment advisor, Bogart Wealth, has been named to multiple lists of the country’s top financial services firms...
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