Why Bogart
Who we are
Headquartered in McLean, Virginia with additional offices in Houston and The
Woodlands, Texas, Bogart Wealth is one of the foremost and fastest-growing RIA firms
in the United States. Team members are always willing to go above and beyond
expectations – that’s one of the many reasons our clients love us and why the firm has
done so well. We’ve also cracked the code on marketing and attracting the right types of
clients. In fact, we have such a robust pipeline of new business now that we need and
want to add your talents and energy to our team as soon as possible.
Together everyone achieves more!
Founded in 2016 to break away from the restrictions and agendas of big, corporate
institutions, we balance a culture of excellence with a collaborative, family-oriented
environment where our employees can feel empowered to do their best work.
At Bogart Wealth, we believe that culture goes beyond words into
actions. We strive for results and success but do so while focusing on our values of
integrity, open communication, commitment, and teamwork.
Bogart Wealth was recognized by InvestmentNews in
their 2022 Best Places to Work for Financial Advisors
list, which features financial advice businesses that create meaningful work experiences for their professionals and value a commitment to excellence for both their employees and clients.
their 2022 Best Places to Work for Financial Advisors
list, which features financial advice businesses that create meaningful work experiences for their professionals and value a commitment to excellence for both their employees and clients.
“I’m very proud of our team and our firm for receiving this
recognition,” said James Bogart, President and CEO of Bogart Wealth. “We pride
ourselves in creating a fun and caring work environment, and we’ve taken great care in
building a family-oriented, collegial, and collaborative team – so we’re very happy to see
that acknowledged with this ranking.”
Join an Award-Winning Team
Bogart was also included in Inc.’s 2022 and 2021 lists of the 5,000 Fastest-Growing Private Companies in America – with 3-year growth of over 40%. Bogart Wealth has more than tripled its AUM organically between 2020 and 2023, currently managing nearly $2.5 billion for a diverse clientele.
In addition, Bogart Wealth made Forbes’ inaugural list of America’s Top RIA Firms in 2022 plus CEO James Bogart has been included in Forbes Best-In-State Advisor rankings every year since 2019 and in Forbes’ Top Next-Gen Advisors list since 2018.
A millennial CEO and enthusiastic leader, James Bogart was also named a Barron’s Top Advisor in 2022 and 2023.
Awards
As Seen In
