Ritholtz Wealth Management

Ritholtz Wealth Management (CRD# 168652) is a financial advisory firm headquartered in New York, NY. They manage $4,265,952,348 in 10,122 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,266
    MILLION
  • Total Number of Accounts
    10,122
    ACCOUNTS
  • Average Account Value
    $421,454
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Ritholtz Wealth Management
Showing 1 - 10 of 33 top financial advisors.
1
William J. Artzerounian
CRD#: 6763189
Willow Grove, PA

William Artzerounian (CRD# 6763189) is an Investment Advisor Representative working at Ritholtz Wealth Management in Willow Grove, PA and has 1 year of experience in the finance industry.

2
Michael H. Batnick
CRD#: 5753350
24 West 40th Street, 15th Floor, New York, NY 10018

Michael Batnick (CRD# 5753350) is an Investment Advisor Representative working at Ritholtz Wealth Management in New York, NY and has over 13 years of experience in the finance industry.

3
Joshua M. Brown
CRD#: 2781372
24 West 40th Street, 15th Floor, New York, NY 10018

Joshua Brown (CRD# 2781372) is an Investment Advisor Representative working at Ritholtz Wealth Management in New York, NY and has over 26 years of experience in the finance industry.

4
Ross D. Cohen
CRD#: 6261186
24 West 40th Street, 15th Floor, New York, NY 10018

Ross Cohen (CRD# 6261186) 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.

5
Margaret B. Duquesnay
CRD#: 4823176
900 Camp Street, 3rd Floor, New Orleans, LA 70130

Margaret Duquesnay (CRD# 4823176) is an Investment Advisor Representative working at Ritholtz Wealth Management in New Orleans, LA and has over 19 years of experience in the finance industry.

6
Joel C. Fishman
CRD#: 5852876
Bend, OR

Joel Fishman (CRD# 5852876) is an Investment Advisor Representative working at Ritholtz Wealth Management in Bend, OR and has over 13 years of experience in the finance industry.

7
Patrick K. Haley
CRD#: 5014261
24 West 40th Street, 15th Floor, New York, NY 10018

Patrick Haley (CRD# 5014261) is an Investment Advisor Representative working at Ritholtz Wealth Management in New York, NY and has over 18 years of experience in the finance industry.

8
Emily A. Johnson
CRD#: 4547947
23b Shelter Cove Ln, Suite 401, Hilton Head Island, SC 29928

Emily Johnson (CRD# 4547947) is an Investment Advisor Representative working at Ritholtz Wealth Management in Hilton Head Island, SC and has over 20 years of experience in the finance industry.

9
Dylan Kluender
CRD#: 6521417
24 West 40th Street, 15th Floor, New York, NY 10018

Dylan Kluender (CRD# 6521417) is an Investment Advisor Representative working at Ritholtz Wealth Management in New York, NY and has over 8 years of experience in the finance industry.

10
Daniel R. Larosa
CRD#: 6027891
24 West 40th Street, 15th Floor, New York, NY 10018

Daniel Larosa (CRD# 6027891) 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.

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