Updated January 03, 2024
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Ritholtz Wealth Management

Investment Advisor Firm
Total assets under management$2.7B
Years in business11+

About Ritholtz Wealth Management

Ritholtz Wealth Management LLC is a distinguished and forward-thinking registered investment adviser committed to simplifying the complexities of wealth management. With a core belief that simplicity trumps complexity, Ritholtz Wealth Management offers a streamlined, operationally efficient investment approach. Their expertise lies in developing globally diversified, low-cost portfolios, strategic risk management, and guiding clients towards rational investment decisions, bridging the gap between emotions and financial strategies. Emphasizing the importance of investing in markets as they are, Ritholtz Wealth Management helps clients gain exposure to areas offering risk-adjusted returns. With a focus on education and a commitment to delivering sound financial advice, they empower clients to make informed decisions that shape their financial futures.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Wealth Management
  2. Behavioral Investment Counseling
  3. Holistic Financial Planning
  4. Portfolio Construction
  5. Risk Management
  6. Market-Driven Investment
  7. Client Education

More about Ritholtz Wealth Management

DesignationsMinimum asset threshold
RIA$1M - $2M
Firm CRD NumberNumber of advisors
168652N/A

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Advisors at Ritholtz Wealth Management

advisor
Focus areasTax Planning, Retirement Planning, Estate Planning, Investment Management, Risk/Insurance
New York, NY

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings