Bartlett & Co Wealth Management LLC

Overview

Bartlett & Co Wealth Management LLC is an independent registered investment adviser that provides financial planning and portfolio management for individuals, families, small businesses and institutions. Founded as a limited liability company and SEC-registered since 2018, the firm acts as a capital allocator and also engages in selection of outside managers. Its fee model blends asset-based fees with fixed fees, and it conducts other financial product sales alongside its advisory work. The firm maintains a range of industry affiliations, including relationships with broker‑dealers, insurance companies and entities that sponsor or act as general partners of pooled vehicles. Bartlett & Co Wealth Management LLC has been included on multiple industry lists: Financial Times’ Top 300 RIAs (2020), FA Magazine’s Top RIA Firms (2020), Barron’s Top 100 RIA Firms (2021–2025 intermittently), and Forbes’ Top RIA Firms lists (2022–2024).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices