Ritholtz Wealth Management
TL;DR
New York adviser in business since 2013, offering portfolio management, financial planning, tax preparation, estate consulting and retirement plan services to individuals and other clients.
$9.4 billion
Regulatory AUM
As of ADV filing 2026-08-10
13,828
Accounts / Clients
4,139 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
83
Team Size
employees, 48 advisory
13 yrs
Years Registered
First registered 2013
About Ritholtz Wealth Management
New York adviser in business since 2013, offering portfolio management, financial planning, tax preparation, estate consulting and retirement plan services to individuals and other clients.
Office: 24 West 40th Street, 15th Floor, New York, NY 10018.
Best for: Households of any size wanting planning, tax and portfolio management in one firm
Fee model and designations stated on the guide
Advisory feesPlanning designations named
Form ADV data
CRD168652
RegistrationSEC-registered
First registration2013
Regulatory AUM$9.4 billion
ADV filing date2026-08-10
Accounts13,828
Clients4,139 individual and high-net-worth clients
Employees83
Advisory employees48
Fee modelAdvisory fees; ADV 2A says no commission sales in advisory accounts, never states fee-only
MinimumNo account minimum stated (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP and CFA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 168652, as of ADV filing 2026-08-10, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in New York, NY (2026): rank 5 of 10
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