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
Kevin Young (CRD# 5208077) 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.
Eric Zipfel (CRD# 3204894) is an Investment Advisor Representative working at Ritholtz Wealth Management in Austin, TX and has over 24 years of experience in the finance industry.
Paul Zodtner (CRD# 6235097) 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.
Angelica Andrews (CRD# 7285198) is an Investment Advisor Representative working at Ritholtz Wealth Management in Wilmington, DE and has over 3 years of experience in the finance industry.
Dominic Bova (CRD# 7014119) is an Investment Advisor Representative working at Ritholtz Wealth Management in New York, NY and has over 5 years of experience in the finance industry.
Alan Brockhaus (CRD# 5852489) 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.
Benjamin Carlson (CRD# 7115957) is an Investment Advisor Representative working at Ritholtz Wealth Management in Grand Rapids, MI and has 1 year of experience in the finance industry.
Benjamin Coulthard (CRD# 6238127) 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.
Anthony Isola (CRD# 5046932) is an Investment Advisor Representative working at Ritholtz Wealth Management in Stony Brook, NY and has over 18 years of experience in the finance industry.
Dinamarie Isola (CRD# 1706064) is an Investment Advisor Representative working at Ritholtz Wealth Management in Stony Brook, NY and has over 15 years of experience in the finance industry.