Why Bogart

Who we are

Headquartered in McLean, Virginia with additional offices in Houston and The Woodlands, Texas, Bogart Wealth is a widely recognized and rapidly growing RIA firm, on a mission to help clients achieve financial peace of mind by preserving and maximizing intergenerational wealth. Team members are always willing to go above and beyond expectations – that’s one of the many reasons our clients have placed their trust in us to manage their financial future. We believe we’ve also cracked the code on effective marketing and attracting the right types of clients. As the firm continues to grow, we are constantly looking for talent that can help us in our mission and align with our core values.

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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, team-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.

“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

In the most recent calendar year of 2024, Bogart Wealth and staff received 18 awards and recognitions from well-known national and industry publications, including Barron’s, Forbes, USA Today, Newsweek, Inc. Magazine, Washington Business Journal, Financial Advisor Magazine, ThinkAdvisor, Financial Planning Magazine, InvestmentNews, and more – with over 40 recognitions since 2022. Click the ‘Awards & Rankings’ button below for more info.

With more than 40 employees and 8 associates in the Advisor Growth Track program, Bogart Wealth is always looking for competent professionals to join our growing, award-winning team.

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.