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.) (Sept 2020)98
    Revenue (FY, 2018)$2 B
    Cybersecurity ratingBMore

    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
    Show all (2)

    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 Cybersecurity Score

    Cybersecurity ratingPremium dataset

    B

    82/100

    SecurityScorecard logo

    Bartlett & Co Online and Social Media Presence

    Embed Graph

    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

    Market Commentary ~ January 2020

    Proper Perspective By any measure, 2019 was terrific for investors. Stock and bond returns were buoyed by continuing economic growth, low inflation and declining interest rates. 2019 results are summarized below along with outcomes for 2018, a down year that climaxed with a major selloff in December…

    The SECURE Act: Financial Planning Challenges and Opportunities

    It’s not very often that Congress passes sweeping legislative changes that affect retirement planning in a meaningful way, but that’s exactly what happened when the SECURE Act was signed by President Trump last month. Most provisions of the Setting Every Community Up for Retirement Enhancement (SECU…

    Bartlett’s 2019 Year In Review

    2019 was another banner year, and it’s all thanks to you!  This year, Bartlett Wealth Management: Experienced unprecedented growth, both in AUM and new employees; Earned regional and national recognition; Added to our growing list of advisory services; Deepened relationships between employees and cl…

    Kelley Downing Honored Among “Women Who Mean Business” in Cincinnati

    On Dec. 5 at its annual luncheon celebration, the Cincinnati Business Courier recognized Bartlett Wealth Management president and CEO Kelley Downing among its “2019 Women Who Mean Business” honorees. (Click here to read full coverage of the awards ceremony.) The annual program by one of the region’s…

    Bartlett now offers Registered Life Planner® services—what it means for you

    Earlier this month, Bartlett advisors Lori Poole and Woodrow Uible earned the Registered Life Planner® (RLP®) designation after completing an intensive program at the Kinder Institute of Life Planning. Take a look at what this exciting new designation means for Bartlett clients. The Kinder Institute…

    Values that Drive Bartlett: Watching the Horizon

    Earlier this year, we began taking a closer look at what drives Bartlett’s culture and reputation of excellence in service to our clients. What started as an internal discussion has evolved into The Bartlett Way, a document containing 22 core values with examples that include things like: Make quali…
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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 98 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 $20.4 m.

    • Who are Bartlett & Co competitors?

      Competitors of Bartlett & Co include Altus TFI, Harwood Wealth Management Group and WhiteHorse Finance.

    • 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.