A complete list of active advisors currently associated with Ritholtz Wealth Management

Warmer can help you find a great advisor at Ritholtz Wealth Management or one who fits your needs even better.

Ritholtz Wealth Management serves individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and other institutional clients. The firm provides comprehensive portfolio management, retirement plan consulting, college financial planning, access to independent money managers, and two automated advisory platforms (Good Advice and Liftoff) that implement proprietary model portfolios. The firm uses a goal‑based planning process that emphasizes asset allocation, behavioral‑economics principles, diversified ETF and mutual‑fund model portfolios, tactical overlays, and periodic rebalancing, and it may employ independent managers or sub‑advisers where appropriate. It also offers access to less‑traditional exposures — including structured products, alternative investments, and a dedicated crypto allocation — and requires client acknowledgements for higher‑risk strategies. Noteworthy aspects disclosed in the brochure include ownership interests by firm principals in a digital‑asset platform that hosts the firm’s Crypto Portfolio and a disclosed consulting and investment relationship with a newer custodian the firm may recommend. The firm also serves as sub‑adviser to a venture fund and maintains affiliated insurance, tax/accounting, and media businesses, along with specific referral arrangements for private‑market investments — all of which are identified as potential conflicts and are addressed in its disclosures.

To learn more about the advisors currently working at Ritholtz Wealth Management, 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.