Why Bogart
Who we are
Together everyone achieves more!
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.
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.
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 Bogart Wealth is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or Bogart Wealth 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 Bogart Wealth. Bogart may pay a fee in exchange for plaques, logo licensing, or article reprints commemorating the designation. While Bogart would pay this fee after receiving the designation and not as a condition precedent to receiving it, the fact that Bogart pays any fee with respect to its receipt of the designation should be considered if such designation is a factor in a client or prospective client’s evaluation of whether to initially to engage or continue to engage Bogart for investment advisory services.