Ritholtz Wealth Management

RIASEC RegisteredEst. 2013

Total AUM

$9.4B

Discretionary

$8.5B

90% of AUM

Avg account

$681K

Accounts

13,828

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 168652
Registered since: September 16, 2013
Website: ritholtzwealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals86.2%
HNWI8.27%
Pension & Profit Sharing Plans4.39%
Charitable Organizations0.78%
Corporations / Businesses0.36%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Ritholtz Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered since 2013. The firm serves both individual/family and institutional clients and describes itself as a capital allocator, providing financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. Its fee model combines AUM-based fees with fixed-fee arrangements. Ritholtz is not positioned as an active ESG investor and lists industry ties to accounting and insurance firms. The firm operates as a multi-service advisory practice rather than a boutique single-strategy shop: it manages public market exposure while also allocating to third-party alternative managers. Its service set and adviser-selection capability suggest a hybrid model that blends in-house portfolio construction with outsourced specialist allocations.