Northbrook, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$8,902,229,388
ClientsTotal clients
4,139
AdvisorsAdvisors at this office
2
Of 57 advisors across 32 offices
Location
401 Huehl Road, 1 D
Northbrook IL 60062
Advisors at this office
2
Advisors at this office
Brian R
Series 66
Northbrook, IL
Ritholtz Wealth Management
Brian Rosen is a financial advisor at Ritholtz Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has worked at Ritholtz Wealth Management since 2017. His prior roles include positions at RWM Insurance Services, LLC, Sheridan Road Advisors, LLC, Independent Financial Partners, and LPL Financial. Ritholtz Wealth Management advises a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process that incorporates asset allocation and behavioral finance principles, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments.
Jonathan N
Series 66
Northbrook, IL
Ritholtz Wealth Management
Jonathan Novy is a financial advisor at Ritholtz Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms, including RWM Insurance Services and Sheridan Road Advisors. Ritholtz Wealth Management serves individual and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and college financial planning. The multi-team firm manages approximately $9.4 billion in assets and employs a goal-based investment process that incorporates behavioral finance, diversified low-cost ETFs, and tactical overlays, along with digital platforms for model portfolio implementation and management.
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