Ritholtz Wealth Management

Ritholtz Wealth Management (CRD# 168652) is a financial advisory firm headquartered in New York, NY. They manage $553,800,000 in 1,723 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    554
    MILLION
  • Total Number of Accounts
    1,723
    ACCOUNTS
  • Average Account Value
    $321,416
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DC, FL, IL, LA, MA, MD, MI, NJ, NY, OH, OR, PA, TX, VA, WA

Financial Advisors at Ritholtz Wealth Management
Showing 1 - 10 of 11 top financial advisors.
1
Kristopher P. Venne
CRD#: 5481478
90 Park Avenue, 18th Floor, New York, NY 10016
96
Wealthminder
score

Kristopher Venne (CRD# 5481478) is an Investment Advisor Representative working at Ritholtz Wealth Management in New York, NY and has over 10 years of experience in the finance industry. Kristopher Venne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael H. Batnick
CRD#: 5753350
90 Park Avenue, 18th Floor, New York, NY 10016
93
Wealthminder
score

Michael Batnick (CRD# 5753350) is an Investment Advisor Representative working at Ritholtz Wealth Management in New York, NY and has over 7 years of experience in the finance industry.

3
Joshua M. Brown
CRD#: 2781372
90 Park Avenue, 18th Floor, New York, NY 10016
93
Wealthminder
score

Joshua Brown (CRD# 2781372) is an Investment Advisor Representative working at Ritholtz Wealth Management in New York, NY and has over 20 years of experience in the finance industry.

4
Patrick K. Haley
CRD#: 5014261
90 Park Avenue, 18th Floor, New York, NY 10016
93
Wealthminder
score

Patrick Haley (CRD# 5014261) is an Investment Advisor Representative working at Ritholtz Wealth Management in New York, NY and has over 12 years of experience in the finance industry.

5
Daniel K. McConlogue
CRD#: 3022121
23190 Fashion Drive, Suite # 213, Estero, FL 33928
93
Wealthminder
score

Daniel McConlogue (CRD# 3022121) is an Investment Advisor Representative working at Ritholtz Wealth Management in Estero, FL and has over 20 years of experience in the finance industry.

6
Jonathan S. Novy
CRD#: 5280982
90 Park Avenue, 18th Floor, New York, NY 10016
93
Wealthminder
score

Jonathan Novy (CRD# 5280982) is an Investment Advisor Representative working at Ritholtz Wealth Management in New York, NY and has over 11 years of experience in the finance industry.

7
Gary A. Pulford
CRD#: 1114755
Newport Beach, CA
93
Wealthminder
score

Gary Pulford (CRD# 1114755) is an Investment Advisor Representative working at Ritholtz Wealth Management in Newport Beach, CA and has over 35 years of experience in the finance industry.

8
Brian A. Rosen
CRD#: 4957483
790 Frontage Road, Northfield, IL 60093
93
Wealthminder
score

Brian Rosen (CRD# 4957483) is an Investment Advisor Representative working at Ritholtz Wealth Management in Northfield, IL and has over 12 years of experience in the finance industry.

9
Matthew J. Lohrius
CRD#: 6264184
90 Park Avenue, 18th Floor, New York, NY 10016
90
Wealthminder
score

Matthew Lohrius (CRD# 6264184) is an Investment Advisor Representative working at Ritholtz Wealth Management in New York, NY and has over 4 years of experience in the finance industry.

10
Alexander J. Palumbo
CRD#: 6364887
90 Park Avenue, 18th Floor, New York, NY 10016
90
Wealthminder
score

Alexander Palumbo (CRD# 6364887) is an Investment Advisor Representative working at Ritholtz Wealth Management in New York, NY and has over 3 years of experience in the finance industry.

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