Founder James Bogart named to Barron’s list of top wealth managers; Two additional advisors win industry awards from Financial Planning and InvestmentNews
Bogart Wealth, an independent, fee-only Registered Investment Advisor, announced three financial services industry award wins underscoring the strength of its leadership and advisory team.
Founder and CEO James Bogart has been named to Barron’s 2025 list of the Top 100 Independent Advisors1, which spotlights the country’s leading wealth managers based on assets overseen, revenues generated, and the quality of their practices. First launched in 2004, Barron’s advisor rankings are widely regarded as a benchmark of excellence across the profession.
Under Bogart’s leadership, Bogart Wealth, founded in 2016, has scaled from $600 million in its early years to $3.1 billion in assets under management as of September 30, 2025, entirely through organic growth. Over the past 12 months alone, the firm recorded more than 19 percent organic AUM growth. Bogart’s multifaceted growth strategy includes plans to engage over 1,500 current and prospective clients through live seminars and webinars in 2025, with plans for further expanding these initiatives in 2026.
James Bogart highlighted his firm’s growth at the Future Proof Festival in Huntington Beach, California on September 8, speaking in the session Zero to Billions: Scaling Your RIA the Right Way. He discussed how to develop a growth strategy, attract talent, and strengthen relationships with both prospective and existing clients.
The firm also congratulates two advisors on national honors:
- Patrick Marcinko was named one of Financial Planning’s 2025 Rising Stars2, which recognizes professionals with less than a decade of experience who are helping define the future of wealth management. Patrick joined Bogart Wealth in 2022 and is a leader in supporting the next generation of financial advisors through his leadership with various industry organizations.
- Misty Garza was named to InvestmentNews’ $100M Club: Top Female Advisors 20253, which celebrates women advisors with more than $100M in individual AUM who are setting high standards for client service, leadership, and innovation. Misty has more than 20 years of experience helping individuals and families achieve financial independence, and she emphasizes client education as a cornerstone of every plan.
“It is exciting to see our team members recognized for their work and impact on our clients’ financial lives,” said Jeff Fuhrman, President of Bogart Wealth. “We pride ourselves on the depth of our team, their collective dedication to our clients, and commitment to consistently sharpening their industry knowledge. James, Patrick and Misty embody our commitment to excellence and reflect the standard of advisor performance that we aim to achieve at our firm.”
The entire Bogart Wealth team also earned accolades in Q3, securing a place on the Inc. 50004 list and being named one of Inc.’s 2025 Best Workplaces.5
ABOUT BOGART WEALTH
Bogart Wealth is an independent, fee-only registered investment advisor providing integrated financial planning, investment management, and tax strategy for corporate executives, professionals, and families. The team has extensive experience with benefit transitions, equity compensation, and retirement planning for employees of Fortune 500 companies, with a particular strength in guiding clients through retirement and career transitions. Led by founder and CEO James Bogart, the firm delivers a coordinated in-house approach to planning, tax, and investments. With offices in Virginia and Texas, Bogart serves a broad range of individuals and families with the personal attention of a boutique firm. The team has also developed deep expertise supporting professionals in the energy, defense, and technology sectors. To learn more, visit www.BogartWealth.com.
Registration as an investment adviser (RIA) does not imply a certain level of skill or training.
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| 1 Barron’s rankings are based on a 102-question survey completed by advisors, with responses verified against firms and regulatory databases. Rankings weigh three main factors: assets, revenue, and quality of practice, each with multiple sub-calculations. Considerations include the type of assets managed, practice growth, client retention, advisor experience and credentials, team structure, community involvement, and compliance record. The award announced in mid-September 2025 assessed advisor performance based on data from a 12-month period through June 30, 2025. |
| 2 Financial Planning recognizes 10 professionals with under 10 years of industry experience as of December 31, 2025 who exemplify exceptional client focus, innovation, and commitment to the profession. Candidates are selected from nearly 150 national nominations. Evaluation was conducted by the Financial Planning editorial team starting on June 30, 2025. Judges reviewed nominees’ accomplishments, impact, and contributions to the industry. The award was announced on September 9, 2025. |
| 3 InvestmentNews’ inaugural list was based on advisor nominations and required a minimum of $100 million in individual AUM. Nominee information was verified by compliance teams, and final selection reflected overall AUM from January 1 through December 31, 2024. The award was announced on September 9, 2025. |
| 4 The 2025 Inc. 5000 list, announced in August 2025, ranks privately held, for-profit U.S. companies based on percentage revenue growth from 2021 through 2024. To qualify, companies must have been founded and generated revenue by March 31, 2021; recorded at least $100,000 in revenue for 2021; and reached a minimum of $2 million in revenue for 2024. |
| 5 The 2025 Inc. Best Workplaces list, announced in May 2025, recognized 514 U.S. companies. To qualify, organizations must be independent, U.S.-based, in business for at least two years, employ five or more permanent staff, and report less than $1 billion in annual revenue. Applicants completed a workplace culture questionnaire, provided benefits information, and participated in an employee engagement survey administered by Inc.’s partner Quantum Workplace. Honorees were selected based on benefits scores, employee survey results, and editorial review. |
| No fee was paid for any ranking consideration or achievement discussed above. |
View source version on businesswire.com: https://www.businesswire.com/news/home/20251007520910/en/
Contacts
Rocco Aloe for Bogart Wealth
bogartwealth@gregoryfca.com
