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Ritholtz Wealth Management

EST. AUM
$9,423,491,497

CONTACTS
38

CLIENT ACCOUNTS
13,828

Firm Details

Metro area New York City
CRD Number 168652
Website ritholtzwealth.com
Client types

Overview

Ritholtz Wealth Management is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to its clients. It uses its technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals. The firm works directly with clients on a fee-only basis and chooses to be held to a fiduciary standard. Giving the right advice is the soul of the firm. In March 2023, the firm acquired FutureAdvisor (Robo advisor unit owned by BlackRock) with $1.75 B AUM.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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