Central Mass. wealth advisors makes Forbes list
Photo courtesy Tim Barron via Grimes & Company
Timothy Grime of Grimes & Company of Westborough was ranked 101st among the nation's wealth advisors by Forbes magazine.
Three Central Massachusetts wealth advisors have made Forbes magazine’s list of the top 200 wealth managers in the country.
Timothy Grime of Grimes & Company of Westborough was ranked 101st in the nation with $2 billion in assets under management, according to the Forbes list, Thomas Bartholomew of Bartholomew & Company, Inc., based in Worcester, was ranked 141 with $1.4 billion in assets under management, and Mark Winthrop of Westborough’s Winthrop Wealth Management/LPL was listed at 177th with $1.6 billion in assets managed.
The inaugural ranking of Forbes’ Top Wealth Advisors is based on an algorithm of qualitative and quantitative data, rating wealth advisors with a minimum of seven years of experience and weighing factors such as revenue trends, assets under management, compliance records, industry experience, and best practices that were gathered through telephone and in-person interviews.
The list will be published in the Aug. 23 issue of Forbes magazine.
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