Philadelphia, PA Office

Ritholtz Wealth Management advises a mix of individual (including high-net-worth) and institutional clients such as retirement plans and trusts, providing comprehensive portfolio management, financial planning, retirement plan consulting, and college financial planning. The multi-team firm manages roughly $9.4 billion in client assets and offers both advisor-led services and digital platforms (Good Advice and Liftoff) for model portfolio implementation and ongoing management.

The firm’s investment process is goal‑based and emphasizes asset allocation and behavioral‑finance principles, typically using diversified, low‑cost ETFs alongside tactical overlays, structured products, and alternative investments where appropriate. Its digital offerings include automated risk profiling and tax‑loss harvesting on the Good Advice platform, Liftoff’s manager‑implemented model portfolios, and documented controls for the use of AI tools in research and operations.

Ritholtz’s business arrangements include activities that are less common among peers: it serves as a sub‑adviser and fund sponsor to an exchange‑listed ETF and acts as sub‑adviser to private/venture fund vehicles, and principals have ownership interests in a crypto custody/platform provider that hosts a firm crypto portfolio. The brochure discloses these affiliations (and related conflicts) as well as affiliated insurance and tax/accounting entities, and describes mitigation measures the firm uses when recommending affiliated investments.