Bartlett & Co

    OverviewSuggest Edit

    Invest with confidence. Bartlett is a firm whose goal is reaching yours. A firm that aligns strategies tailored for your individual circumstances. A firm that is open-minded and proactive in meeting your needs, without conflicts of interest. Grounded in trust and integrity, we prepare you for the uncertainties of tomorrow and plan for positive enduring results.

    After more than 100 years in business, Bartlett continues to service clients toward a vital present, secure future and generous legacy.

    TypePrivate
    Founded1898
    HQCincinnati, US
    Websitebartlett1898.com

    Latest Updates

    Employees (est.) (Sep 2019)105
    Revenue (FY, 2018)$2 B

    Bartlett & Co Office Locations

    Bartlett & Co has offices in Cincinnati and Chicago
    Cincinnati, US (HQ)
    600 Vine St #2100
    Chicago, US
    150 S Wacker Dr #3050
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    Bartlett & Co Financials and Metrics

    Summary Metrics

    Founding Date

    1898
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    Bartlett & Co Revenue

    Bartlett & Co's revenue was reported to be $2 b in FY, 2018
    USD

    Revenue (FY, 2018)

    2.0b
    USDFY, 2018E

    Revenue

    2.0b
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    Bartlett & Co Online and Social Media Presence

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    Bartlett & Co News and Updates

    Lodestar Investment Counsel to Join Focus Partner Firm Bartlett & Co. Wealth Management

    NEW YORK, May 17, 2019 (GLOBE NEWSWIRE) -- Focus Financial Partners Inc. (NASDAQ: FOCS) (“Focus”), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Lodestar Investment Counsel, LLC (“Lodestar”), a r…

    Bartlett & Co Blogs

    Let’s Talk about Your Reasons for Buying a Vacation Home

    Whether it’s a rustic cabin, seaside cottage, or trendy urban loft, vacation homes offer an alluring prospect. But as with any major investment, there are several factors to consider. First, it’s important to understand the real cost. In addition to mortgage, insurance, and taxes—which can vary base…

    Values that Drive Bartlett: Meeting Change with Inclusion

    In January, our staff came together to create The Bartlett Way, a document outlining the values that drive our culture and underpin the reputation we strive to maintain, with examples that include: Make quality personal. Check your ego at the door. Be a great communicator. We infused this document w…

    Here’s What You Need to Know About Alternative Investments

    Investors looking to diversify their portfolios from traditional investments are often curious about alternative investments, but in order to decide whether or not adding alternative investments to your own financial strategy makes sense, you must first understand what they are, how they work, and t…

    Alphabet Soup: Deciphering Acronyms for Your Best-Fit Bartlett Advisor

    The financial world is full of acronyms. AUM, 401K, FINRA, IRA, RIA, SEC—the list goes on. And there’s a whole separate list for the various types of certification wealth management professionals can obtain to further develop and differentiate their skills as advisors and planners. Last month, when …

    Market Commentary ~ July 2019

    Record Highs          Equity and bond returns were bountiful in the first half, buoyed by rising corporate profits, increased dividends, falling interest rates, and low inflation. This was a nice reward for patience following the 2018 market swoon.                              […] The post Market Co…

    Financial Checklist for a Surviving Spouse

    Very few painful life events can compare to losing a spouse. The emotions you’re experiencing can be overwhelming and oftentimes can be accompanied by concerns over your future financial security. You may be wondering… Who should I contact first? How soon do I need to change our information for our …
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    Bartlett & Co Frequently Asked Questions

    • When was Bartlett & Co founded?

      Bartlett & Co was founded in 1898.

    • How many employees does Bartlett & Co have?

      Bartlett & Co has 105 employees.

    • What is Bartlett & Co revenue?

      Latest Bartlett & Co annual revenue is $2 b.

    • What is Bartlett & Co revenue per employee?

      Latest Bartlett & Co revenue per employee is $19 m.

    • Who are Bartlett & Co competitors?

      Competitors of Bartlett & Co include Franklin Resources, Invesco and TPG Specialty Lending.

    • Where is Bartlett & Co headquarters?

      Bartlett & Co headquarters is located at 600 Vine St #2100, Cincinnati.

    • Where are Bartlett & Co offices?

      Bartlett & Co has offices in Cincinnati and Chicago.

    • How many offices does Bartlett & Co have?

      Bartlett & Co has 2 offices.