“I am humbled and honored to be named Top Advisor in these two prestigious publications,” said James Bogart, President and CEO of Patrimoine Bogart. “However, I truly view these awards as recognition for our company as a whole. Any success I have achieved individually is a direct result of the collective effort of our entire team. I am proud that our team works together every day. to deliver a best-in-class customer experience, guiding business leaders, professionals and families on their journey to and through retirement while helping them achieve financial peace of mind by preserving and maximizing intergenerational heritage.
Although this is Bogart’s first time performing the Barrons List of the best advisers, it is the fifth consecutive year that he appears among the best advisers in Forbes. From 2019 to 2021, he was appointed Forbes’ Best-In-State and Top Next-Gen Wealth Advisors, and in 2018 he was named Top Next-Gen Wealth Advisor.
To see the full list of Forbes‘ 2022 Ranking of the State’s Best Wealth Advisors, please click here.
To see the full list of Barrons Ranking of the top 1,200 financial advisors by state, please click here.
RANKING CRITERIA AND METHODOLOGY
Forbes’ The rankings, developed by SHOOK Research, are one of the only quality-focused advisor rankings, featuring surveys and interviews with advisors in person and virtually. The rankings are based on an algorithm of qualitative data collected through these surveys and interviews to assess best practices, service level, investment models, industry experience and compliance records, as well as data quantitative such as revenue generated and assets under management.
SHOOK Research is proud to recognize the most outstanding financial advisors in the industry and create role model rankings – advisors who are leading the way in delivering best practices and delivering a high quality client experience. Unlike other advisor rankings, SHOOK is not a “robo-ranker” and is completely independent and objective – they do not receive compensation from financial advisors, their companies or the media in exchange for the rankings. They believe that production and the number of assets do not tell everything and that it is imperative to focus on qualitative and quantitative factors. To learn more about the Forbes’ Best-In-State Ranking Methodology, please click here.
the Barrons the rankings are based on data provided by approximately 6,000 of the nation’s most productive advisers. Factors included in the ranking include assets under management, revenue generated for the business, regulatory record, quality of practice, and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures are often influenced more by clients’ risk tolerance than investment selection capabilities. an advisor.
Advisors who wish to be ranked complete a 102-question survey about their practice. Barrons verifies this data with consulting firms and regulatory databases, then applies their ranking formula to the data to generate a ranking. The formula has three main categories of calculations: 1. Assets, 2. Revenue, and 3. Quality of Practice. To learn more about the Barrons Top Advisor ranking methodology, please click here.
IN REGARDS TO JAMES BOGART
A seasoned wealth advisor, James Bogart, CFP®, ChFC, President and CEO of Wealth Bogart, takes personal pride in helping executives, entrepreneurs and professionals pursue their dreams through highly personalized financial planning strategies. As a director, he is focused on maintaining the highest level of customer service and attention to detail possible, and on finding the most effective technology, reporting and analysis tools for each client.
An innovative visionary with seemingly endless energy, James surrounds himself with people who complement his skills and he constantly promotes a collaborative environment. He leads by example, always exemplifying the core values of Bogart Wealth. James sets the bar high for himself and his employees and encourages everyone to earn designations that will help them propel their careers and better serve customers.
During the pandemic, James led the growth of Bogart Wealth’s business from $700 million AUM to $1.9 billion – all in organic growth. Due to this high demand for their dedicated focus and fiduciary financial planning and investment management services, there has been a drastic need to grow the Bogart Wealth team, and there have already been four new hires so far. now in 2022 and 15 new hires. over the past 18 months. Additionally, Bogart Wealth’s retention rate over the past 18 months has been 99.3%.
In early 2022, James spoke to students about Virginia Tech on how to succeed in the financial services industry, and he has been heavily involved in Virginia Tech’s Financial planning program.
In addition to Barrons and Forbes, he has been recognized as one of the best advisors in Financial Advisor Magazine, Financial Times, Houston Business Journal, Washington Business Journal, and Virginia Business Magazine.
ABOUT BOGART WEALTH
Bogart Wealth is an independent, fee-based wealth management firm that guides business leaders, professionals and families on their path to and through retirement. Led by the President and CEO James Bogart, their mission is to help clients achieve financial peace of mind by preserving and maximizing intergenerational wealth. As a Registered Investment Advisor (RIA), Bogart Wealth is held to a fiduciary standard, giving clients the confidence to know that everything the firm does is always in their best interests. Wealth Bogart clients receive an extremely high level of service, and the size of the company’s boutique allows multiple advisors to familiarize themselves with each client and their financial plan. At Bogart Wealth, everyone is part of the team and they have taken great care to create a collegial and cooperative culture, as well as a diverse set of skills, experience, qualifications and credentials. The team works together to apply their combined experience, expertise and knowledge to each client account. To learn more, visit www.BogartWealth.com.
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SOURCE Bogart Wealth