Ritholtz Wealth Management

Ritholtz Wealth Management

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24 West 40Th Street 15Th Floor

New York, NY 10018

(212) 625-1200

ritholtzwealth.com

No. advisers: 30

AUM: $1,298,672,883

Asset Breakdown

Staff
Employees 30
Clients
High-net-worth individuals N/A
Financial planning clients N/A
High-net-worth client assets 0 (None)
Compensation
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $1,124,772,092 3,171 $354,706
Non-discretionary 173900791 91 $1,910,998
Total $1,298,672,883 3,262 $398,122

Investigation into 403(b) costs, sales could be an A+ for teachers

October 3, 2019 - New York's investigation 403(b) plan costs and sales tactics used by insurers is welcome action from regulators that will hopefully be accompanied by long-overdue reforms and financial relief for vulnerable consumers. The exploited consumers in this case...

Ritholtz Wealth launches Betterment-powered robo advice platform

July 15, 2019 - Ritholtz Wealth Management is relaunching its digital advice product, Liftoff, using Betterment for Advisors. For Betterment, which typically keeps details about its for-advisers product close to the vest, it's a big get — if not in terms of assets,...

10 things people in finance should never say

June 10, 2019 - At a recent event in New York City, I chatted with a money manager whose presentation had impressed me. At least, I was impressed until he uttered one of those hackneyed phrases that just make me flinch. This is an occupational hazard in the world of...

Has the quarterly client newsletter become old news?

March 22, 2019 - When it comes to producing client newsletters, financial advisers either love them or hate them. And if they hate them, they usually abandon the idea altogether. "Most newsletters are a joke," said Josh Brown, financial adviser and CEO of Ritholtz Wealth...

Blogger Josh Brown and Ritholtz firm to hold adviser conference

February 13, 2019 - Ritholtz Wealth Management is getting into the adviser conference business. Joshua Brown, a prolific blogger, financial adviser and CEO at the firm, announced in a recent post on his "The Reformed Broker" website that Ritholtz is co-sponsoring a September...

Small-cap stocks best large-cap, while growth stocks continue to trounce value

October 22, 2018 - Growth stocks are trouncing value. Small caps are beating large. And more professional managers are beating their benchmarks now than a year earlier. Those are only some of the details from the latest S&P Indices Versus Active Funds U.S. Scorecard, or...

Ritholtz's Josh Brown: The power of organic growth

September 12, 2018 - Some advisory firms are so hungry for growth that they think acquisition is their only hope. Not so fast, says Josh Brown of Ritholtz Wealth Management. The Reformed Broker drops some knowledge (and some references to Meryl Streep and Burt Reynolds).

Women to lead CFA Institute board

July 12, 2018 - In 2016, the CFA Institute set a goal that 30% of its governing board would be comprised of women. This was a lofty goal considering women make up about 18% of the organization's members — a number that has held steady for two decades. But the goal...

Bloomberg terminal alternatives popular with advisers

January 10, 2018 - When YCharts debuted in 2009, the cloud-based financial portal billed itself as a potential threat to the Bloomberg Terminal's dominance over real-time market data. Bloomberg remains a powerhouse eight years later, but YCharts, and other startups with...

How to (and not to) work effectively with teachers as 403(b) clients

August 23, 2017 - Teachers desperately need unbiased financial guidance. However, that guidance is in short supply, especially for public schoolteachers. More than ever, their security blanket of guaranteed pension income needs to be supplemented by defined contribution...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

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*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.