Bogart Wealth announced that it has closed on a minority, long-duration investment from Constellation Wealth Capital (CWC), a long-term strategic investor that provides capital solutions exclusively to wealth management businesses and multi-family offices. This minority investment in Bogart Wealth will be used to further enhance the firm’s client services, technology solutions, recruitment initiatives, marketing activities, and more. Bogart Wealth remains a proudly independent registered investment adviser (RIA), with employees being the overwhelming majority owners of the business. Originally published on Business Wire on January 22, 2025. Read full article here. Bogart Wealth, an award-winning, independent wealth management and Registered Investment Advisory firm, was named to multiple lists of top financial advisors and fastest-growing companies in national and industry publications over the last few months. This recognition was highlighted by the firm being named to Forbes’ 2024 list of America’s Top RIA Firms and CEO James Bogart, CFP®, ChFC® being selected as one of Barron’s Top 100 Independent Financial Advisors. In Forbes’ 2024 list of America’s Top RIA Firms, Bogart Wealth was ranked #23 nationally and was listed as the top overall firm in Virginia. Bogart Wealth has been featured in the Top RIA Firms ranking since the list’s inception in 2022, and James Bogart and Senior Vice President Nell Cordick, CFP® have both been previously featured in various individual advisor rankings. Originally published on Forbes on November 7, 2024. Read full article here. Bogart Wealth was named to multiple lists of top financial advisors and fastest-growing companies in national and industry publications over the course of the first few months of 2024. “It’s an honor to be recognized by these top-tier publications,” said Bogart. “We work hard for our clients every day, and all of this recognition reinforces the value we strive to bring to our clients’ lives. Also, I’d like to give a special shout out to the fantastic team at Bogart Wealth – without them, none of these achievements would be possible.” Originally published on Yahoo! Finance on April 10, 2024. Read full article here. Bogart Wealth was named to multiple lists of top financial advisory firms and fastest-growing companies in national and industry publications over the past couple months, including being named the top RIA firm in Virginia by Forbes and SHOOK Research. In the 2023 list of America’s Top RIA Firms, in addition to being listed #1 overall in Virginia, Bogart Wealth ranked 30th nationally in the industry-leading rankings program – up from #2 and #41 respectively in the 2022 rankings. This recognition comes on the heels of CEO James Bogart being named Forbes’ top Next-Gen Wealth Advisor in Virginia in the 2023 list of Best-In-State Next-Gen Wealth Advisors, which was released just a few months ago. Originally published on PR Newswire on December 5, 2023. Read full article here. |
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