James Bogart is reshaping what leadership looks like in the RIA space. As CEO of Bogart Wealth, he has focused on building a firm with depth, consistent growth and a clear commitment to clients and advisors. Over the past year, the firm has increased AUM, added to its advisor team and strengthened its leadership bench — without relying on acquisitions. Bogart’s approach is rooted in discipline and transparency. He has made a point to share the systems and strategies behind Bogart’s organic growth, offering other firms a look at how to scale thoughtfully and sustainably. That includes speaking openly about client retention, advisor development, and long-term planning.