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).

Current Firm Details
24 West 40th Street, 15th Floor, New York, NY 10018
https://stocktwits.com/abnormalreturns
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 31 - 36 of 36 top financial advisors.
31
Nathan Jefferson, financial advisor Lansing MI
Nathan O. Jefferson
CRD#: 7888610
Lansing, MI

Nathan Jefferson (CRD# 7888610) is an Investment Advisor Representative working at Ritholtz Wealth Management in Lansing, MI and has 1 year of experience in the finance industry.

32
Alexander Messer, financial advisor New York NY
Alexander J. Messer
CRD#: 6791630
24 West 40th Street, 15th Floor, New York, NY 10018

Alexander Messer (CRD# 6791630) 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.

33
Barry Ritholtz, financial advisor New York NY
Barry L. Ritholtz
CRD#: 2723315
24 West 40th Street, 15th Floor, New York, NY 10018

Barry Ritholtz (CRD# 2723315) is an Investment Advisor Representative working at Ritholtz Wealth Management in New York, NY and has over 28 years of experience in the finance industry.

34
Cameron Rufus, financial advisor Harrison NJ
Cameron K. Rufus
CRD#: 7052149
Harrison, NJ

Cameron Rufus (CRD# 7052149) is an Investment Advisor Representative working at Ritholtz Wealth Management in Harrison, NJ and has over 2 years of experience in the finance industry.

35
William Sweet, financial advisor New York NY
William A. Sweet
CRD#: 5420425
24 West 40th Street, 15th Floor, New York, NY 10018

William Sweet (CRD# 5420425) 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.

36
Jay Tini, financial advisor New York NY
Jay D. Tini
CRD#: 4406342
24 West 40th Street, 15th Floor, New York, NY 10018

Jay Tini (CRD# 4406342) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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