In the News
News, articles, media mentions, press releases, and publication awards featuring Bogart Wealth
Will Gen Z Out-Earn Their Parents? Here’s What Experts Say – Maddie Duley
October 26, 2023
Associate Financial Advisor Patrick Marcinko was quoted in a GOBankingRates article pondering whether Gen-Z will out-earn their parents: “The gig economy has been a way for Gen Z to add to their income beyond what they are able to earn from their 9-to-5 job. The ability to have multiple sources of income is much greater for Gen Z, compared to prior generations.”
Adapting to Growth: A Tech-Centric Interview with James Bogart of Bogart Wealth – Craig Iskowitz
October 19, 2023
In this episode of the WealthTech Today Podcast, produced by Craig Iskowitz of Ezra Group, founder and CEO James Bogart discusses the firm’s tech stack, as well as how technology has played a significant role in Bogart Wealth’s rapid growth.
America’s Top RIA Firms (2023) – Sergei Klebnikov
October 10, 2023
Bogart Wealth was ranked by Forbes and Shook Research in the 2023 list of America’s Top RIA Firms, coming in at #30 nationally and #1 overall in Virginia: “All of the RIAs on Forbes’ list have strong pedigrees when it comes to providing a steady hand for clients and preserving their wealth over the long term.”
50 Fastest Growing Private Companies in the Washington Region for 2023 – Courtney Nakoneczny
September 22, 2023
Bogart Wealth was featured in the Washington Business Journal’s 2023 list of the 50 Fastest Growing private companies in the Washington region. These companies have grown consecutively over the past three years and will be honored at an awards dinner and reception on October 19, 2023. The list is based on average percent revenue growth between 2020, 2021, and 2022.
100 Fastest Growing RIAs: These Financial Advisor Firms Pull Ahead in 2023 – Patrick Villanova
September 6, 2023
Bogart Wealth was listed #42 overall in SmartAsset’s 2023 study of the fastest-growing RIA firms in the country. The top 100 fastest-growing firms were ranked by growth in client accounts and AUM between 2020 and 2023.
In this news release from Bogart Wealth published in Yahoo! Finance, the firm shares the latest news and updates from Q3 2023: recent awards and rankings in Forbes, Inc. Magazine, Financial Advisor Magazine, ThinkAdvisor, and Washington Business Journal, plus the addition of four new team members, including Compliance Officer Suzanne Kellogg, IACCP® and Senior Portfolio Analyst Brendon Dashiell, CFA®.
2023 Inc. 5,000: America’s Fastest-Growing Private Companies
August 15, 2023
Bogart Wealth was featured in the Inc. 5000 list of the fastest-growing private companies in America for the third year in a row, coming in at #3,547 in the 2023 rankings thanks to 139% 3-year growth.
Navigating the Minefields: How Financial Advisors and Leadership Can Become Better Partners – Jason Gulosh
August 16, 2023
Financial advisors have the ability to change lives and provide security for families across the country. Director of Advisory Jason Gulosh wrote this article for Wealth Management Magazine’s 2023 Midyear Outlook issue, looking at how advisors and leadership teams can become better partners: “The best teams have open, honest, and transparent communication. It’s awe-inspiring when you start to consider the possibilities and the impact we can have.”
In this article from the CFP Board’s blog, Associate Financial Advisor Patrick Marcinko discusses how CFP® professionals are helping advance the financial planning programs at their alma maters, including how he gives back to Virginia Tech’s Financial Planning and Wealth Management program through mentoring.
2023 RIA Survey & Ranking: Consolidation Crunch Hits Rate Reality – Eric Rasmussen
July 14, 2023
Bogart Wealth was listed in Financial Advisor Magazine’s 2023 RIA Survey & Rankings, listing the top Registered Investment Advisory firms in the U.S. by assets under management. Bogart Wealth ranked #192 on the nationwide list of largest RIAs and also ranked #25 in FA Mag’s list of the Top 50 Fastest Growing RIA Firms.
Largest Wealth Management Firms in Greater Washington 2023 – Carolyn Proctor
July 14, 2023
Bogart Wealth is included in this list of the largest wealth management firms in the greater D.C. area by the Washington Business Journal, ranked by metro-area financial planners, coming in at #8 on the list.
CEO James Bogart was a panelist for a webinar hosted by the National Association of Personal Financial Advisors, where he discussed client niches served by Bogart Wealth, including energy sector employees, government contractor employees, corporate executives, and more, and shared how focusing in on these specific niches allows the firm to serve their clients better.
2023 ThinkAdvisor Luminaries Awards Finalist: Executive Leadership – Janet Levaux
June 26, 2023
President and CEO James Bogart was named a 2023 ThinkAdvisor Luminaries finalist for Executive Leadership among RIA firms. The Luminaries awards shine a spotlight on individuals and firms that are taking the most creative and boldest steps to push the investment advisory industry and clients’ best interests forward, while having the biggest impact.
In this news release from Bogart Wealth published in Yahoo! Finance, the firm shares all of the news and updates from Q2 2023: recent awards from Barron’s, Forbes, USA Today, Inc., and Wealth Solutions Report; Jason Gulosh, CFP® joining the team as Director of Advisory; the release of our SECURE Act 2.0 Guide, and more.
In this profile of CEO James Bogart in Valiant CEO, James shares his financial services career journey, the importance of human capital in a service-oriented industry, and how becoming a subject matter expert redefined his concept of financial success and built lasting relationships with his clients.
Bogart Wealth Launches Advisor Growth, Training Program
March 2, 2023
Family Wealth Report features the news about Bogart Wealth launching a new professional growth and training program, Advisor Growth Track. “We’ve been training and developing our employees in the Bogart way for years, but we are officially launching Advisor Growth Track in order to help young and emerging professionals find their best fit by working a variety of roles within an established and rapidly growing wealth management firm, as well as to help experienced advisors create a glide path for the future,” said CEO James Bogart.
Investment Product and Service Launches: Bogart Wealth Launches Advisor Growth Track – Natalie Lin
March 1, 2023
PlanAdviser features Bogart Wealth’s new professional growth and training program, Advisor Growth Track: Advisors who are new to the field will be able to gain expertise in all aspects of holistic financial planning, including retirement planning, investment management, estate and multigenerational planning, risk management, client services and communications, account management, operations, and more. For established advisers, Bogart Wealth creates a customized growth and succession plan for their continued growth.
Bogart Wealth announced Advisor Growth Track, a professional growth and training program for both emerging talent and experienced financial advisors that takes place in conjunction with employment at Bogart Wealth. The firm builds a personalized program for each individual so they can, as appropriate, “work all the stations” and find their groove within one of the fastest-growing advisory firms in the country.
7 Wealth Management Takeaways From Arizent’s Latest Technology Research – Justin Mack
February 27, 2023
CEO James Bogart is featured in this Financial Planning article on technology, discussing the invaluable nature of wealthtech when it comes to scaling his business: “While the growth [Bogart Wealth] has experienced in recent years is worth celebrating, the need to scale up creates gaps that only wealthtech can fill.”
How Wealth Management Firms can Cut Costs but Stay Competitive – Suleman Din
February 14, 2023
In this article from Action! Magazine, CEO James Bogart discusses how even advisory firms that aren’t experiencing tightened cash flows will likely want to examine their expense profile as inflation impacts the economy.
Bogart Wealth Ranked #41 in Forbes’ 2022 List of America’s Top RIA Firms
November 22, 2022
In this news release in MarketWatch, Bogart Wealth announced that they were recently listed in Forbes’ list of America’s Top RIA Firms, ranking #41 overall in the 2022 list and second overall in the state of Virginia. In addition, the comprehensive wealth management firm was also named to the Houston Business Journal’s 2022 Fast 100 Rankings.
Next Gen Views On Lifestyle, Health and Work-Life Balance – Micheal Madden
November 1, 2022
Human Resources Specialist Alison Coe was interviewed by Wealth Solutions Report about understanding and incorporating the ongoing evolution of Next Gen talent in the workplace, as well as their views on lifestyle, health, work-life balance, and more.
Wealth Solutions Report Recognizes Hispanic Top Industry Leaders
October 18, 2022
Senior Financial Planner Sandra Terronez was featured in this news release in Yahoo! Finance from the Wealth Solutions Report as the winner of their ‘Hispanic Financial Advisor of the Year’ Pathfinder Award.
The Importance of a Team-Oriented Company Culture – Alie Coe
August 16, 2022
Human Resources Specialist Alie Coe wrote this bylined article for Wealth Management Magazine‘s 2022 Midyear Outlook issue, focusing on how the pandemic has placed more importance than ever on having a team-oriented company culture and a good work/life balance – for employers and employees alike.
Fastest-Growing RIA Firms: Assets, Clients, Locations – Michael Taffe
August 4, 2022
This article from Financial Advisor IQ breaks down the rankings from the SmartAsset research findings on the trends and growth in RIAs across the country, where Bogart Wealth was listed as the second fastest-growing financial advisory firm.
The 10 Fastest-Growing RIAs, Excluding the M&A Dealmakers – Tobias Salinger
July 28, 2022
Due to an impressive growth in clients and assets under management throughout 2021 and 2022, Bogart Wealth was named one of the fastest growing RIAs in the country in 2022 in this list published by Financial Planning Magazine.
In this news release featured in Yahoo! Finance, Bogart Wealth announced their inclusion in Financial Advisor Magazine’s 2022 RIA Rankings and SmartAsset’s list of the Top 50 Fastest-Growing Financial Advisor Firms. They also announced 6 new hires and that they recently surpassed $2B in AUM.
Top 50 Fastest-Growing Financial Advisor Firms – 2022 Edition – Stephanie Horan
July 21, 2022
Read the results of SmartAsset’s 2022 study determining the fastest growing RIA firms in the country, where Bogart Wealth was listed as #2 overall.
In this news release featured in Yahoo Finance, Bogart Wealth announces that CEO James Bogart was recently ranked as a Top Financial Advisor and Best-In-State Wealth Advisor in annual lists released by both Barron’s and Forbes.
In Her Own Words: CFP Sandra Terronez re-enters Covid workforce – Ellen Sherberg
April 14, 2022
In this bylined article in Bizwomen by The Business Journals, Senior Financial Planner Sandra Terronez writes about how the pandemic has affected her personally and professionally, discussing re-emerging as a professional while facing a unique set of challenges.
Everything Is Cyclical & Inflation As Public Enemy Number One – Oliver Renick
April 13, 2022
In this video interview on Schwab Network, Chief Investment Officer Aleksandr Spencer gives his macro market analysis, discussing how the market is cyclical. He also weighs in on inflation, monetary policy, and economic activity.
This news release from Bogart Wealth, featured in CityBiz, discusses the firm’s inclusion in the InvestmentNews 2022 Best Places to Work for Financial Advisers rankings, and also announces new hires, open positions, and Bogart’s new office space.
InvestmentNews 2022 Best Places to Work for Financial Advisers
February 17, 2022
Bogart Wealth was selected by InvestmentNews as one of the best places for financial advisors to work in 2022. The program recognizes financial advice businesses that create meaningful work experiences for all their professionals and value a commitment of excellence to both their employees and clients.
8 Questions to Help You Choose Your Niche as a Fee-Only Advisor – BB Webb
October 25, 2021
This article for XY Planning Network cites Michael Kitces’ #FASuccess podcast where he recounts how CEO James Bogart nearly doubled his firm’s assets under management in a pandemic environment by leveraging educational webinars that addressed issues specific to his niche.
August 24, 2021
This episode of Michael Kitces’ Financial Advisor Success podcast on Kitces.com features CEO James Bogart describing how he established his firm and grew his client base, as well as how he used educational webinars that address specific niche issues around employee benefits for those who work in the energy sector to inform clients and create a funnel for referrals – ultimately resulting in an almost doubling of the firm’s AUM.
Please Note 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 the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. ANY QUESTIONS: Bogart Wealth’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
ANY QUESTIONS: Bogart’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.