Ritholtz Wealth Management

Ritholtz Wealth Management (CRD# 168652) is a financial advisory firm headquartered in New York, NY. They manage $320,000,000 in 1,391 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    320
    MILLION
  • Total Number of Accounts
    1,391
    ACCOUNTS
  • Average Account Value
    $230,050
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 - 8 of 8 top financial advisors.
1
Kristopher 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 9 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 19 years of experience in the finance industry.

6
Gary A. Pulford
CRD#: 1114755
5348 Carroll Canyon Road, Suite 200, San Diego, CA 92121
93
Wealthminder
score

Gary Pulford (CRD# 1114755) is an Investment Advisor Representative working at Ritholtz Wealth Management in San Diego, CA and has over 34 years of experience in the finance industry.

7
Alexander J. Palumbo
CRD#: 6364887
90 Park Avenue, 18th Floor, New York, NY 10016
88
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.

8
Joel C. Fishman
CRD#: 5852876
90 Park Avenue, 18th Floor, New York, NY 10016
69
Wealthminder
score

Joel Fishman (CRD# 5852876) is an Investment Advisor Representative working at Ritholtz Wealth Management in New York, NY and has over 6 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.