A complete list of active advisors currently associated with Ridgewood Investments

Warmer can help you find a great advisor at Ridgewood Investments or one who fits your needs even better.

Ridgewood Investments provides discretionary and non‑discretionary portfolio management, financial planning, and consulting to individual and high‑net‑worth clients as well as trusts, foundations, and other entities. The firm offers model portfolios (including a dividend‑growth model) and a tiered service structure, and generally charges asset‑based advisory fees consistent with common team‑firm practices. The firm’s investment process emphasizes fundamental research, proprietary model construction, and a patient, long‑term orientation with periodic investment‑committee reviews; clients are encouraged to adopt multi‑year horizons for many strategies. Operationally, Ridgewood uses third‑party technology to manage held‑away retirement plan assets and employs cloud‑based and AI‑powered tools for administrative functions, while investment decisions are made by its investment professionals. Ridgewood is notable among peers for sponsoring and managing multiple private pooled investment vehicles across a range of strategies — including real estate, dividend‑growth, small‑cap value, and crypto‑focused series — and for acting as a private fund adviser and sponsor, a capability that is uncommon for firms of this size. Those private vehicles may be available only to accredited or qualified investors and can involve performance‑based compensation, use of leverage, and side‑by‑side management, and the firm discloses these arrangements, conducts suitability reviews, and provides audited financials to address the attendant conflicts of interest.

To learn more about the advisors currently working at Ridgewood Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.