Ritholtz wealth management. Ritholtz Wealth Management manages $6.

Ritholtz wealth management Ritholtz Wealth Management is a large advisory firm with 3973 clients and discretionary assets under management (AUM) of $6,055,680,504 (Form ADV from 2025-07-02). Ritholtz Wealth Management's largest Nov 3, 2025 · The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. About Ritholtz Wealth Management Ritholtz Wealth Management is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to their clients. May 26, 2025 · On this episode of Trillions, Eric Balchunas and Joel Weber speak with Barry Ritholtz, the co-founder, chairman and chief investment officer of Ritholtz Wealth Management and host of the Bloomberg podcast Masters in Business, about his new book, How Not to Invest. Heatmaps of the top 13f holdings and a list of the largest trades made by Ritholtz Wealth Management, the hedge fund managed by Barry Ritholtz. 25% of assets under management (AUM). The firm uses Betterment’s Betterment for Advisors platform to operate its Liftoff robo-advisor model, which offers automated portfolio Ritholtz Wealth Management’s top holdings are Vanguard Index Funds - Vanguard Total Stock Market ETF (US:VTI) , iShares Trust - iShares Core S&P 500 ETF (US:IVV) , Invesco QQQ Trust, Series 1 (US:QQQ) , iShares Trust - iShares 0-5 Year TIPS Bond ETF (US:STIP) , and Fidelity Merrimack Street Trust - Fidelity Total Bond ETF (US:FBND) . They use their technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals. The firm offers financial planning, portfolio management, and pension consulting services alongside automated advisory services under Jul 7, 2024 · Who is Ritholtz Wealth Management Ritholtz Wealth Management is a SEC Registered Investment Advisory firm based in New York City that offers a full suite of financial planning and a sset management services to high-net-worth households, corporate retirement plans, endowments and charitable foundations. 24 West 40th Street, 15th Floor, New York NY, 10018 212-625-1200 I’ve worked in content and research in a number of environments: newsrooms, brokerages,‬ banks, and sell-side research firms. Usearch has identified 4 executives & key decision-makers. As of the date of the firm's most recently-filed Form ADV, the firm reported $6,459,181,176 in regulatory assets under management. Ritholtz Wealth Management is a Registered Investment Adviser. Fees and costs wi l reduce any amount of money you make on your investments over time Founded in 2013, Ritholtz Wealth Management is an investment advisory firm located in New York, United States. Josh’s story so far… Here’s my story - I’m a financial advisor, writer, content creator, TV personality, podcaster, investor, founder and dad. We are seeking highly motivated individuals who can thrive in an energetic and collaborative environment. May 27, 2025 · On Tuesday, Ritholtz Wealth Management the opening of a new office in Chicago that it says reflects a continued commitment to client relationships, creativity and local community. At Ritholtz Wealth Management, we’ve built a robust process designed to get to know you and lay the foundation for your financial success. Ideal for investors with $1M+ in assets who want comprehensive financial planning and fiduciary support. The firm's core principle is bringing value-added investment and financial Feb 18, 2025 · The Compound Media, Inc. Track the AUM, funds, and holdings for Ritholtz Wealth Management over time. ” Ritholtz Wealth Management is based out of New York. Their wealth of knowledge not only laid the groundwork for my understanding of investments but also fueled my ambition to pursue a career in finance. Apr 28, 2025 · The Compound Media, Inc. Managing risk in the trading world felt transactional, while managing risk for our clients is more durable. I quickly realized how much I enjoyed working in the investing world, but also realized that it wasn’t going to be in investment banking. Top holdings included VTI, IVV, QQQ, STIP, and FBND May 28, 2020 · Ritholtz Wealth Management was one of several firms to disclose it received a Paycheck Protection Program loan to help with expenses amid the coronavirus pandemic, according to Form ADVs submitted Jan 29, 2024 · The Compound Media, Inc. Mezzi: Fully AI-driven platform offering real-time insights, tax optimization, and portfolio CEO at Ritholtz Wealth Management · I help people with their investments. Ritholtz is the founder and chief investment officer of Ritholtz Wealth Management. I’ve always admired Ritholtz’s ability to make investing‬ simple in an industry of unnecessary complexity. Feb 28, 2025 · Top 20 ETF Holdings ETF Ownership – By Year ETF Ownership – By Quarter Notes: • ETF data as of December 31, 2024. Mar 12, 2025 · Josh Brown, CEO of Ritholz Wealth Management, invests in and joins the board of AI startup FINNY. Write and share your personal story. My first role was as an Associate Advisor at an RIA firm where I began to learn investing and financial planning. Welcome to Ritholtz, your trusted partner for financial planning, investment strategies, and wealth management. Connect with them on Dribbble; the global community for designers and creative professionals. I saw a group of talented people whom I admire, building a world-class wealth management firm. I help people invest and manage portfolios for them. Anyone use them? RITHOLTZ WEALTH MANAGEMENT has disclosed 986 total holdings in their latest 13F filing with the SEC for the portfolio date of 2025-06-30. Over time I have become friendly with them in real life. 54%. The Compound Media, Inc. He started out with an Apr 14, 2021 · The Compound Media, Inc. 4 billion dollars in assets under management. ” The Relentless Ask Now, let’s get to the story of why wealth management clients became such an attractive target for alternative asset managers. 6 days ago · Ritholtz Wealth Management - Identity Design designed by Gregory Grigoriou. Ritholtz is co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC. 12 Nov MiB: Kristin Olson, Global Head of Alternatives for Wealth at by Barry Ritholtz Tax planning is a multilayered and extremely complex puzzle that can be molded and shaped into a a piece of art. Joshua M. Visit Salary. Michael Batnick was one of my first 20 Twitter followers, and we eventually met at EBI East in November 2017. Jul 2, 2025 · Ritholtz Wealth Management is an investment advisory firm based in New York, established in 2013. Mar 18, 2025 · About Barry Ritholtz Barry L. James Schwendeman is a financial advisor based in Lexington, Kentucky, working with Ritholtz Wealth Management. He founded Ritholtz Wealth Management alongside other like-minded advisors who believe in transparency, evidence-based investing, and financial planning over product pushing. The turnover rate is 23%. 53 Bil. Jul 15, 2019 · The Lion King isn’t the only remake of the summer. Our team examines your financial status, identifying strengths and areas for improvement. Josh Brown, CEO and co-founder of RIA Ritholtz Wealth Management, talks about marketing, growth and shares advice for financial advisors and RIA owners. James has previously held positions at Bluegrass Hospitality Group, Fifth Third Bank, Fifth Third Securities, Nationwide Investment Services Corp, and Ritholtz Wealth Management. Mar 13, 2025 · Barry Ritholtz, the co-founder, chairman, and chief investment officer of Ritholtz Wealth Management and the host of the Masters in Business podcast, joins Scott to discuss his new book, How Not to Invest: The Ideas, Numbers, and Behaviors that Destroy Wealth and How to Avoid Them. Oct 28, 2025 · This Ritholtz Wealth Management review explains how the firm works, including its investment philosophy, advisor services, fees, account minimums, pros and cons, security, and real customer feedback. Her The average annual Ritholtz Wealth Management Llc Salary for Advisor is estimated to be approximately $56,315 per year. Compare against similar firms. Taylor Hollis, CFP® CFA® Director of Family Office Services How I Arrived at Ritholtz “I started my career in the same year that the firm was founded. Jonathan Novy Sr. Now the firm’s expansion is shifting to a bricks-and-mortar approach. I quickly realized people needed a better standard of care. Advisor How I Arrived at Ritholtz “I began my career at an insurance company Broker-Dealer, and quickly learned that it was a terrible place to be a fiduciary. About Barry Ritholtz Barry L. It was a dark time in the world of finance. He oversees the day-to-day operations of the firm and advises high net worth clients on their asset management and retirement portfolios. Your experience will help others make the right buying decision. May 22, 2025 · Josh Brown is Chief Executive Officer at Ritholtz Wealth Management. We then work Aug 9, 2022 · Form ADV Compilation Report RITHOLTZ WEALTH MANAGEMENT Compilation done on 2022-08-09 Item 1 Identifying Information A. Launched in 2013, RWM is a financial planning and asset management firm, with over $6. I had been reading Josh, Michael, and Barry for years, and shaped our approach to advice like RWM’s. Jun 25, 2025 · I'm the chief market strategist at Ritholtz Wealth Management, the author of OptimistiCallie — a newsletter of Wall Street-quality research for everyday investors — and a Business Insider May 30, 2025 · Ritholtz Wealth Management opens new Chicago hub in West Town's Salt Shed, consolidating offices and embracing hybrid work culture for growth. “After six years on active duty as a Captain in the United States Army, I joined a family tax practice and began doing income tax work in Tuxedo, New York. Usearch discovered 1 location for Ritholtz Wealth Management including locations in New York · New York. May 30, 2024 · Ritholtz Wealth Management LLC is a distinguished and forward-thinking registered investment adviser committed to simplifying the complexities of wealth management. Jul 25, 2025 · The chief executive of a wealth management firm says the exchange network giant Cboe Global Markets (CBOE) is one of his top stocks right now. The majority pay is between $50,710 to $62,437 per year. Advisor How I Arrived at Ritholtz “I have worked in finance since graduating undergrad in 2008. 35% to 1. Advisory services are only offered to clients or prospective clients where Ritholtz Wealth Management and its representatives are properly licensed or exempt from licensure. We quickly realized that Ritholtz needed someone to help with scaling operations and data science. He’s managed institutional portfolios for his entire career. Apr 23, 2025 · Ritholtz Wealth Management is a fee-based financial advisory firm that's been in business since 2013. . Dec 7, 2021 · In a first for New York City–based Ritholtz Wealth Management, the $1. Our employees enjoy being part of a dynamic team. Feb 28, 2023 · BlackRock, which acquired robo advisor platform FutureAdvisor in 2015, is shutting down its direct-to-consumer business and transitioning clients to Ritholtz Wealth Management, a New York-based Apr 22, 2024 · Ritholtz Wealth Management has opened a new office in the Manhattan Beach neighborhood of Los Angeles. View Joshua Brown’s Ritholtz Wealth Management is located at 24 West 40th Street, New York, NY. Our clients range from high net worth households to corporations to retirement plans to charitable foundations. When this opportunity arose I was eager to make the leap and join the growing team. So many people were wrong about the financial crisis Jul 5, 2025 · The Compound Media, Inc. Brown I’m a New York City-based financial advisor at Ritholtz Wealth Management LLC. No advice may be rendered by Ritholtz Wealth Management unless a client service agreement is in place. Spots are limited, so if…Read More Sep 16, 2013 · The Compound Media, Inc. Ritholtz Wealth Management, known for its leaders’ robust online and media presence, has been growing at a fast clip. See Josh Brown's compensation, career history, education, & memberships. Launched in 2013, RWM is a financial planning and asset management firm, with over $1 billion in assets. Create, deliver, execute, and manage complex financial plans Provide the ultimate client experience and delegate all operational tasks to assigned client service & trading team Like many teammates at Ritholtz Wealth Management, I discovered the firm's engaging content through its writing and podcasts; particularly impactful was the Animal Spirits podcast hosted by Michael and Ben, whose genuine approach to personal finance and investing deeply resonated with me. What Does Ritholtz Wealth Management Do? Ritholtz Wealth Management helps individuals and families build long-term financial plans. People were scrambling to come up with explanations for the financial crisis while trying to figure out how to invest in what felt like a new paradigm. [2] "Downtown" Josh Brown was ranked the No. In a new interview with CNBC, Ritholtz Wealth Management CEO Josh Brown notes that Cboe thrives on high trading volumes and volatility. My firm, Ritholtz Wealth Management, was ranked number eight overall and number two in the state of New York. May 23, 2023 · The Compound Media, Inc. RWM is a wealth management firm that focuses on not letting the market beat its clients. Ritholtz Wealth Management generates approximately USD 385,068 in revenue annually. Jul 23, 2025 · Barry Ritholtz is the chairman and chief investment officer of Ritholtz Wealth Management, creator of The Big Picture blog and host of the Masters in Business podcast. Headquartered in New York City, Ritholtz Wealth Management offers asset allocation, wealth management, corporate retirement services and institutional wealth management. “Making good financial decisions is hard. Ritholtz Wealth Management is a registered investment adviser. In 2013, we co-founded Ritholtz Wealth Management in New York City with two partners, a bank account, and some big ideas about client service, research, transparency, and accountability. The robo-advisor prides itself on hewing to a strict fiduciary standard as a registered investment advisory (RIA) firm and What do people think of Ritholtz Wealth Management? They seem to put out a lot of interesting content on investing but I'm wondering how they actually invest for their clients. About My Story: I’m a New York City-based financial advisor and the CEO of Ritholtz Wealth Management. Explore the range of financial services Ritholtz offers, including investment, retirement, and wealth management. Compare costs, minimum investments, and client satisfaction. He is the creator of The Big Picture, often referenced by The Wall Street Journal, New York Times, and others. We provide better client outcomes through leading content, cutting edge communication Learn more about financial advisors at Ritholtz Wealth Management with the US News Advisor Finder. Curriculum Vitae Barry L. Ritholtz Wealth Management Profile and History Ritholtz Wealth Management is a SEC Registered Investment Advisory firm based in New York City that offers a full suite of financial planning and asset management services to high-net-worth households, corporate retirement plans, endowments and charitable foundations. I spent the next 35 years at several independent investment advisory firms and a regional trust company before I finally ended up at Ritholtz Wealth Management. He’s co-founder, chairman, and chief investment officer of Ritholtz Wealth Management, a firm that was launched in 2013. The firm offers Comprehensive Portfolio Management, Good Advice - Automated Wealth Management, Liftoff - Automated Advisory Services RITHOLTZ WEALTH MANAGEMENT ( CRD # 168652/SEC#:801-78479 ) COMPREHENSIVE PORTFOLIO MANAGEMENT, LLC, RITHOLTZ WEALTH MANAGEMENT, RITHOLTZ & CO. A spokesperson confirmed this was a new office, not an acquisition. 5 billion and provides investment advisory services for 3,973 clients (1:92 advisor/client ratio). Financial Advisor responsibilities are: Serve as the point of contact for prospective and current wealth management clients Explore clients' overall financial situation. I’m the CEO of Ritholtz Wealth Management, which is based out of New York City and has offices and professionals all across America. Callie Cox is the chief market strategist at Ritholtz Wealth Management and the author of OptimistiCallie, a newsletter of Wall Street-quality research for everyday investors. Mar 17, 2025 · Two executives at Ritholtz Wealth Management, a registered investment advisor with $5 billion in client assets, have launched Exhibit A, a platform that provides financial advisors with visually Mar 17, 2025 · Two executives at Ritholtz Wealth Management, a registered investment advisor with $5 billion in client assets, have launched Exhibit A, a platform that provides financial advisors with visually Mar 20, 2025 · Ritholtz Wealth Management: Combines human advisors with technology, focusing on personalized strategies and long-term growth. Director of Institutional Asset Management at Ritholtz Wealth Management · Chartered Financial Analyst · Experience: Ritholtz Wealth Management · Education: Grand Valley State University Adam Day, CFP® Advisor How I Arrived at Ritholtz After graduating from Northern Kentucky University with a Finance Degree, I spent a year in London in the Investment Banking world. Read reviews of Ritholtz wealth management. For disclosure information please see here. We help people align their investments with their financial goals and manage portfolios for them. And if‬ anybody could fill May 27, 2025 · Ritholtz Wealth Management relocates its Chicago office to The Salt Shed, emphasizing the importance of physical workspace in attracting talent and fostering collaboration. The service charges a 0. Ritholtz Wealth Management is headquartered in 24 W 40th St Fl 15. That’s the attitude at RWM, and that’s how I came to Apr 28, 2024 · USA Today published its list of the Best Financial Advisory Firms in America this week. Josh, Michael and I realized there was a‬ huge need for smart, Wall Street quality research that every investor could use. Unlock The Latest Opinions Usearch identified 10 signals for Ritholtz Wealth Management, including: 2 Partnerships and 8 Mergers and Acquisitions. He is also a contributing columnist to Yahoo! Finance, Business Insider [1] and Upside. Stock Opinions by Josh Brown, CEO, Ritholtz Wealth Management Most recent Opinions go here Be up to date, don’t miss your chance. View the latest funds and 13F holdings. The SEC filings include form 13F, 13D/G, Form4 and N-PORT. 8 billion AUM RIA is launching a crypto index in partnership with asset management firm WisdomTree, crypto and education I’ve been a consumer of the Ritholtz team’s content since my college days as an avid listener and reader of their podcasts, blogs, and books. I manage portfolios for institutions and individuals at Ritholtz Wealth Management LLC. Fees range from 0. He explains how "After Film School, with the rise of online media, I shifted my focus from 'making movies' to creative content like podcasts and YouTube. , an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Historical performance of Ritholtz Wealth Management, showing the return on investment of the portfolio managed by Barry Ritholtz and comparing it to other hedge funds. Our team is ready to help you with financial services and advice. Their expertise lies in developing globally diversified, low-cost portfolios May 12, 2025 · Ritholtz Wealth Management, founded in 2013, offers fiduciary financial advisory services emphasizing transparency, behavioral finance, and investor education, making them a trustworthy choice for diverse clients seeking long-term wealth management. Luckily, I found Josh’s blog which is probably the leading reason I developed the passion that I now have for personal finance and investing. The $4 billion AUM firm Sep 30, 2025 · RITHOLTZ WEALTH MANAGEMENT. Barry Ritholtz (born 1961) is an American businessman and author. From wealth management to financial planning, to operations, to tax, to estate, to media, to content, everyone on our team fits together and is focused on serving our clients. • Assets under management are as reported on the firm’s form ADV Part I as of March 31st of any given year. " Mar 13, 2025 · NEW YORK, March 13, 2025--Ritholtz Wealth Management CEO, Josh Brown, has invested in FINNY AI. I pitched them on my vision and the rest is history. The firm offers a variety of services to the investing public, including LiftOff — a low cost online-only investment site. The firm employs 38 financial advisors to manage client portfolios and provide financial guidance. We talk with Ben Carlson, the Director of Institutional Asset Management at Ritholtz Wealth Management, a $5B AUM wealth management firm. In addition to sector and industry breakdowns, there are holding history and performance-related charts and tables. I learned a lot about markets and risk management trading for more than a decade. Ritholtz provides portfolio management, financial planning, and investment management services. Dec 15, 2019 · Re: Creative Planning vs Ritholtz Wealth Management by David Jay » Mon Dec 16, 2019 1:55 pm Welcome to the forum! jjames03062 wrote: Mon Dec 16, 2019 1:01 pm With that said, I would still invest with an RIA whose has a track record of matching S&P500 after fees in the last 10 yr bull run. It uses diversification, rebalancing and behavioral finance to construct and manage portfolios that aim to bridge the gap between market returns and investor outcomes. Prior to joining Ritholtz, Callie worked at eToro, Ally Invest, LPL Financial, TABB Group, and Bloomberg. Josh Brown is the Founding Partner and CEO of Ritholtz Wealth Management, a leading investment advisory firm he co-founded with Barry Ritholtz. When my wife and I started our family, I wanted less financial volatility and more financial stability. Jan 24, 2024 · Ritholtz Wealth Management is a Registered Investment Adviser based in New York City that offers a full suite of financial planning and asset management services to high-net-worth households, corporate retirement plans, endowments and charitable foundations. Most recently, Cox was an investment Joshua Morgan Brown (born February 25, 1977) is an American author, columnist, blogger, commentator on CNBC, and CEO of New York City-based Ritholtz Wealth Management, an independent investment advisory firm he founded with Barry Ritholtz. “Being a part of the first wave of investment blogging has given me the opportunity to witness bloggers become fixtures on the scene. 10 Things I’ve Learned About Wealth Management in 10 Years One of the best risk management tools in the wealth management industry is communication. Taking the pieces of someone's puzzle and making something beautiful from it is the most satisfying thing I can imagine. Today’s show features a guest who brings a wealth of common sense to wealth management and asset allocation. , LIFTOFF, GOOD ADVICE A seed was unknowingly planted in my mind. Adam has over 13 years experience in Financial Planning and Wealth Management and has been in the investment world since he graduated college from Northern Kentucky University. 14 B as of Q3 2025. com to find out more. Brown is CEO of Ritholtz Wealth Management, author of "Backstage Wall Street" and financial blog The Reformed Broker, and a CNBC contributor. Josh’s blog about the firm having failed to hire more women was the final nudge I needed to jump, and here I am. May 15, 2023 · Liftoff, created by Barry Ritholtz and Josh Brown of Ritholz Wealth Management, is an automated investing platform that aims to provide relatively low-cost portfolio management. Nine months later, we launched Ritholtz Wealth Management — built from the ground up with the belief that transparency, empathy, and good advice never go out of style. We serve thousands of households like yours from coast to coast. He Learn about Ritholtz Wealth Management - who we are, what drives us, and how we serve our clients with expert financial guidance. For details on how firms qualified for this list, please see our Methodology. 1 financial Twitter Joshua M. Jul 7, 2025 · Ritholtz Wealth Management has added Altruist as a custody partner, the RIA disclosed in a filing with the Securities and Exchange Commission (SEC) this month. Getting to do that as part of the RWM team is a genuine dream come true. Launched in Read More Say Hello Barry Ritholtz has spent his career helping people spot their own investment errors and learn how to better manage their own financial behaviors. Dec 3, 2021 · The Compound Media, Inc. Joshua Brown is co-founder and CEO of Ritholtz Wealth Management, a New York City-based investment advisory firm managing over $4 billion for high net worth investors, corporate retirement plans May 12, 2025 · The Compound Media, Inc. Around the same time, Barry, Josh, Michael Batnick, and I began working together at a firm in New York City. The fee structure at Ritholtz Wealth Management includes asset-based and fixed fees. ” Ritholtz Wealth Management Overview RITHOLTZ WEALTH MANAGEMENT is a Fee Only investment advisory firm established in 2013. com about his experiences from inside the financial services industry. Ritholtz Wealth Management, LLC Form CRS – Client Relationship Summary March 2025 y fees and costs whether you make or lose money on your investments. “After working in litigation consulting/data analytics for 5 years, I decided to start a personal finance blog. 212-625-1200 Adam is a Lead Advisor for Ritholtz Wealth Management and runs the Naples office. Oct 31, 2024 · Welcome back to the Alt Goes Mainstream podcast. Feb 17, 2023 · ` The Ritholtz Wealth Management crew is coming to Chicago! During the week of March 6th, we are seeing prospective clients and advisors in the Chicago area! Come chat with Josh Brown, Mike Batnick, Ben Carlson, Bill Sweet, Kris Venne, Tadas Viskanta, and three of our Chicago area advisors. The current portfolio value is calculated to be $4. He is the founder and chief investment officer of Ritholtz Wealth Management, a financial planning and asset management firm with over $5 billion in assets under management. The principals of Ritholtz Wealth Management have all tread that path. Feb 18, 2025 · Ritholtz Wealth Management, registered in 2013, serves 48 state (s) with a licensed staff of 43 advisors. They work directly with clients on a fee-only basis and choose to be Jul 2, 2025 · ADVDB | RITHOLTZ WEALTH MANAGEMENT AUM, Separate Account Data, and Custodian Data Jan 9, 2020 · The Compound Media, Inc. Joshua Brown is the primary contact at Ritholtz Wealth Management. The firm is headquartered in New York, NY, and has been providing investment advice to individuals, businesses, and institutional clients. When the opportunity to work with RWM & The Compound emerged, I was super keen to join the team and help provide financial edu-tainment that can truly help people. Meet the experienced and dedicated Ritholtz Wealth Management team committed to helping you achieve your financial goals. Jun 17, 2024 · Ritholtz Wealth Management, the $4 billion registered investment advisor headquartered in New York, has tapped Callie Cox as its first chief market strategist. Contact Ritholtz for questions or support. Nov 25, 2024 · Callie Cox is the Chief Market Strategist at Ritholtz Wealth Management and the author of OptimistiCallie, a newsletter with Wall Street quality market and investing insights. Ritholtz Wealth Management specializes in portfolio management for individuals and institutions with a relatively high amount of investable assets. How I Arrived at Ritholtz “In 2010, I met Barry Ritholtz, and since 2011, we’ve been helping people make the most of their retirement portfolios. View important disclosures, disclaimers, and compliance information relevant to Ritholtz Wealth Management financial services. Does anyone have 5-10yr returns data with a big name RIA ? Nov 15, 2025 · The Compound Media, Inc. May 1, 2025 · In this episode, Barry Ritholtz, Founder of Ritholtz Wealth Management and author of How Not to Invest, breaks down why avoiding mistakes is often more powerful than chasing alpha. Early in my career I spent time working on the institutional side to refine my skills and knowledge. Mar 18, 2025 · Today on the podcast, we’re welcoming Barry Ritholtz. 40% annual management fee and requires a minimum balance of $5,000. She’s passionate about teaching everyday investors the power of investing for their wallets and their lives. A Wealth of Common Sense is a blog that focuses on wealth management, investments, financial markets and investor psychology. He’s a Certified Financial Planner and Certified Financial Therapist. ” Sep 7, 2025 · My 10 Years at Ritholtz Wealth Management Posted September 7, 2025 by Ben Carlson Coming out of the 2008 financial crisis I felt a little lost. The company is active in private equity. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. Sep 22, 2022 · Future Proof Delivers: New wealth conference featured good vibes and high-quality sessions (Morningstar, September 22, 2022 Ritholtz’s Future Proof festival isn’t just a day at the beach for wealth management (Investment News, September 15, 2022) Michelle Katzen, CFP®, CDFA® Sr. With a core belief that simplicity trumps complexity, Ritholtz Wealth Management offers a streamlined, operationally efficient investment approach. Barry is the creator and host of Bloomberg’s “Masters in Business” radio podcast and a featured columnist at the Washington Post. During the 2007-2009 recession, I had a lot of clients ask me what they should do with their investments. Your full legal name (if you are a sole proprietor, your last, first, and middle names): Ritholtz Wealth Management is a firm with its principal office and place of business in New York, NY. Following two years in investment strategy, I honed my chart-making skills and sent a cold email to Ritholtz Wealth Management reported 1,042 holdings with total value $5. · Experience: Ritholtz Wealth Management · Location: New York · 500+ connections on LinkedIn. Oct 30, 2024 · Josh Brown of Ritholtz Wealth Management talks with etf. The principal owners are Barry Ritholtz, Joshua Brown, Kristopher Venne, and Michael Batnick, with several other individuals holding ownership stakes under 5%. Their last reported 13F filing for Q3 2025 included $5,143,237,284 in managed 13F securities and a top 10 holdings concentration of 40. Ritholtz has existing custody arrangements with Charles Schwab, Fidelity and Betterment. This begins with an in-depth discovery phase where we delve into your financial landscape, understanding your current standing and future aspirations. Betterment for Advisors and Ritholtz Wealth Management are announcing a partnership they began back in February, with the media-savvy wealth Jan 16, 2025 · Comprehensive breakdown of Ritholtz Wealth Management fees, services, and value proposition. May 12, 2025 · That move changed everything. Ritholtz Wealth Management is a fast-growing wealth management firm headquartered in New York City with clients and employees across the country. Ritholtz Wealth Management manages $6. Nick Sapienza, CFP® Advisor How I Arrived at Ritholtz “My career began at a firm with a culture of commissions first, clients second. ltdmop ethjbe xyus dzmvw przjnt gcufab fwn ult xzvh tamc lar tdu pbogfdu gomejo pjeqpn