Ritholtz Wealth Management

Ritholtz Wealth Management

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24 West 40th Street 0

New York, NY 10016

(212) 455-9122

ritholtzwealth.com

No. advisers: 24

AUM: $1,003,981,435

Asset Breakdown

Staff
Employees 24
Clients
High-net-worth individuals 26-50%
Financial planning clients 0 (None)
High-net-worth client assets Up to 75%
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 $983,738,474 2,553 $385,326
Non-discretionary 20242961 51 $396,921
Total $1,003,981,435 2,604 $385,554

Social media savvy advisers meet in real life at new conference

September 11, 2019 - Scottsdale, Ariz., a seasonal town that is ideal for baseball and golf three-quarters of the year, but unsuitable for human life in the summer, was home this week to Wealth/Stack, a new financial adviser conference that promises to "bridge the gap between...

Winner-take-all phenomenon rules stock market, too

July 29, 2019 - The winner-take-all phenomenon is well-documented among sports stars, pop singers, fiction authors, actors and hedge-fund managers — those at the top reap fabulous rewards while everyone else scrapes to get by. It turns out the same holds true in the...

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...

Why is basic financial literacy so elusive?

April 30, 2019 - Graduation season will soon be upon us, and with it, so many admonitions explaining why students are unprepared for the challenges of the real world. Graduation speeches will discuss the trillions in student-loan debt, why spendthrifts need to stop buying...

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...

Advisers see college admissions scandal as tip of the iceberg

March 13, 2019 - The college admissions scandal in which dozens of wealthy parents are accused of various forms of cheating and bribery to get their children into elite universities is generally viewed as outrageous but not surprising by the financial planning community....

The race to zero fees may be reaching its natural limits

February 21, 2019 - I am unimpressed with "free." So too, it seems, is much of Wall Street. It was less than a year ago when large financial firms started offering mutual funds, exchange-traded funds and other products without charging management or trading fees. It was...

Rolling out robo-advisers has been challenging for early adopters

February 15, 2019 - For early adopters of automated portfolio management tools, folding the robo technology into their practices often didn't go as planned. Many advisers said the early days of the robo-advisers for advisers were marred with frequent technical difficulties....

Life is brutish and short for new ETFs

February 15, 2019 - New exchange-traded funds must endure a brutal Darwinian struggle for attention and assets. To attract enough capital to survive amid the competition, new ETFs need a good investment idea and a catchy marketing approach. Those were but some of the takeaways...

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

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

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Reprints: For reprints of these rankings, please contact Laura Picariello.

*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.

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