user avatar

Adam Eisig Rittersporn

Advisor at Charles Schwab — Aventura, FL

Updated today

Credentials

CFP®, Series 66

Experience

8 years

Location

Aventura, FL 33180

Charles Schwab logo

Charles Schwab

Institution

Total advisors

6,777

Across 756 offices

Clients per advisor

141 Very High

Avg AUM per client

$0 Very Low

HNW client ratio

0% Very Low

About

Adam Rittersporn is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Charles Schwab in Aventura, FL, where he has worked since 2019, including prior roles at Fidelity Investments and Raymond James & Associates. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab Center for Financial Research.

Client services

Based on Charles Schwab

Financial planning Selection of other advisers
Wrap fee program sponsor and financial planning advisor referral program

Expertise

Based on Charles Schwab

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $1,000,000: 0.80% annually More than $1,000,000 - $2,000,000: 0.75% annually More than $2,000,000 - $5,000,000: 0.70% annually More than $5,000,000 - $10,000,000: 0.50% annually More than $10,000,000 - $25,000,000: 0.30% annually More than $25,000,000+: 0.30% annually or less, as negotiated

Other

Account minimum: $500,000 Minimum fee: Quarterly minimum fee equal to the lesser of $1,000 or the quarterly fee from applying a 1.60% annual percentage rate to total billable assets. Fee-only: Yes - The Schwab Wealth Advisory program charges a wrap fee including advisory, brokerage, custody, and administrative fees; no separate commissions are charged on trades within the program.

Location

See office

Aventura, FL

2745 NE 193rd St., Unit 7

Aventura FL 33180

Advisors at this office

6

Most active in

Florida

Work history

8 years of industry experience

Charles Schwab bank

2026 - Present • 1 year

Aventura, FL

Charles Schwab & Co., Inc

2026 - Present • 1 year

Aventura, FL

Fidelity Investments

2025 - 2026 • 1 year

Boston, MA

Fidelity Investments

2024 - 2026 • 2 years

Fort Lauderdale, FL

Charles Schwab & Co., Inc.

2019 - 2024 • 5 years

Plantation, FL

Charles Schwab Bank, SSB

2019 - 2024 • 5 years

Plantation, FL

Raymond James & Associates

2017 - 2019 • 2 years

Boca Raton, FL

One Loan Place

2017 - 2017 • 1 year

Tallahassee, FL

student

2000 - 2017 • 17 years

Tallahassee, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Lawrence W

CFP®, ChFC®, Series 63, Series 65

Miami Beach, FL

ECF Wealth, Inc.

Lawrence Weller is a financial advisor at ECF Wealth, Inc. in Miami Beach, FL, holding CFP® and ChFC® designations with 16 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, LPL Financial, and WCG Wealth Advisors. ECF Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, utilizing long-term, strategic allocations with low-cost mutual funds and ETFs, supplemented by individual securities and unaffiliated independent managers when appropriate.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Passive / index investing
user avatar

David A. L

Series 63, Series 65

Ft. Lauderdale, FL

David Lurch LLC

David A. Lurch is a financial advisor with David Lurch LLC in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and with 17 years of industry experience. Prior to founding his own firm in 2024, he worked at UBS Financial Services Inc. for 11 years. He serves on the board of directors for the Miami Yacht Club, a nonprofit organization. David Lurch LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a blend of fundamental, quantitative, technical, and charting analyses within a modern portfolio theory framework, employing both long-term and active trading strategies across a variety of investment products.

Options & derivatives strategies Private / alternative investments Annuities Wealth management
user avatar

Thiago S

Series 65

Miami, FL

Maway LLC

Thiago Silva is a financial advisor at Maway LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Maway LLC since 2017, following a one-year tenure at Prodigy Network. Maway LLC provides ongoing portfolio management and prepares customized Investment Policy Statements to align client portfolios with their goals, time horizons, and risk tolerance. The firm serves individuals, high-net-worth clients, and business entities, employing a long-term investment approach that integrates cyclical, fundamental, modern portfolio theory, and technical analysis, with recommendations including ETFs, mutual funds, fixed income, real estate funds, precious-metal ETFs, venture capital, and private placements.

Real estate investing
user avatar

Leon S

Series 65

Surfside, FL

Thames Asset Management, Inc

Leon Schenker is a financial advisor with Thames Asset Management, Inc., holding a Series 65 license and over 22 years of industry experience. He has been associated with Thames Asset Management since 1992 and also serves as president of the firm. In addition, Schenker is a Certified Public Accountant and has been active with SRG Advisors, LLC since 1984. Thames Asset Management provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, institutions, trusts, and corporate pension and profit-sharing plans. The firm’s investment approach combines fundamental and technical analysis with asset classification and charting, utilizing a range of strategies including margin and options to tailor risk profiles and portfolio construction.

Options & derivatives strategies
user avatar

Ivan M

CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66

North Miami, FL

Mendoza Private Wealth

Ivan Mendoza is a CFP®, CFA®, and ChFC® credentialed financial advisor with 26 years of industry experience. He is the sole advisor at Mendoza Private Wealth, an independent firm he has led since 2016, after eight years at Wells Fargo Advisors. Mendoza Private Wealth provides fee-based investment advisory and financial planning services to individuals as well as institutional clients such as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes tactical asset allocation and customized discretionary portfolio management, serving both individual and organizational clients with a range of analytical techniques and instruments.

Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Active portfolio management Retirement income strategy General tax planning Founder/Business Owner Executive
user avatar

Bruce K

CFA®, Series 66

Plantation, FL

Envision Asset Management, Inc.

Bruce Konners is the sole advisor at Envision Asset Management, Inc., an independent firm based in Plantation, Florida. He holds the CFA® designation and Series 66 license, with 17 years of industry experience. His prior experience includes roles at Cathy Pareto & Associates Inc. and Bluekey Personal Wealth Planning. Outside of his advisory work, he is involved as a director and volunteer with the University of Florida Hillel. Envision Asset Management serves individual, corporate, and institutional clients, offering portfolio management and financial planning through a boutique, one-advisor model. The firm combines traditional asset-based arrangements with a subscription-style engagement and supplements client communication with periodicals and newsletters.

Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")