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).
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Total Assets Under Management4,266MILLION
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Total Number of Accounts10,122ACCOUNTS
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Average Account Value$421,454
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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
Matthew Lohrius (CRD# 6264184) 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.
Daniel McConlogue (CRD# 3022121) is an Investment Advisor Representative working at Ritholtz Wealth Management in Fort Myers, FL and has over 25 years of experience in the finance industry.
Jonathan Novy (CRD# 5280982) is an Investment Advisor Representative working at Ritholtz Wealth Management in New York, NY and has over 17 years of experience in the finance industry.
Alexander Palumbo (CRD# 6364887) 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.
Matthew Papandrea (CRD# 5582435) is an Investment Advisor Representative working at Ritholtz Wealth Management in New York, NY and has over 15 years of experience in the finance industry.
Gary Pulford (CRD# 1114755) is an Investment Advisor Representative working at Ritholtz Wealth Management in Newport, CA and has over 40 years of experience in the finance industry.
Brian Rosen (CRD# 4957483) is an Investment Advisor Representative working at Ritholtz Wealth Management in Northbrook, IL and has over 18 years of experience in the finance industry.
Nicholas Sapienza (CRD# 6337334) 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.
James Schwendeman (CRD# 6803796) is an Investment Advisor Representative working at Ritholtz Wealth Management in Lexington, KY and has over 6 years of experience in the finance industry.
Kristopher Venne (CRD# 5481478) is an Investment Advisor Representative working at Ritholtz Wealth Management in New York, NY and has over 16 years of experience in the finance industry.