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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.
A millennial CEO and enthusiastic leader, James Bogart was also named a Barron’s Top Advisor in 2022 and 2023.