Ritholtz Wealth Management

$9.42BAssets under management
as of Aug 2026 · SEC Form ADV

Ritholtz Wealth is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We use our technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals. We work directly with clients on a fee-only basis and choose to be held to a fiduciary standard. Giving the right advice is the soul of our firm. We work for – and are solely compensated by – our clients; those are the only interests we serve. “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, our advisors, or our services. All thoughts and opinions expressed herein are those of the commentators, who may or may not be clients, and are not influenced or compensated by Ritholtz Wealth Management, or any of its affiliates, in any way. See disclosures here: https://ritholtzwealth.com/social-media-disclosures/

New YorkFounded 2013
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Tech stack

The tools 1 person at Ritholtz Wealth Management use or have reviewed on Advicer, by category (58 people on Advicer work there). Tools marked “spotted on their website” are linked from or built into Ritholtz Wealth Management's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms.