A complete list of active advisors currently associated with Ritter Wealth Counsel

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

Ritter Wealth Counsel offers fee-only wealth management and related financial planning primarily to high-net-worth individuals and families, and also serves trusts, estates, pension and charitable entities. The firm manages approximately $68.6 million for 19 client accounts and documents each engagement with a written Investment Policy Statement. The firm’s process emphasizes long-term, diversified asset allocation using mutual funds and exchange-traded funds, with selective use of actively managed no-load funds where index options are not suitable. Client relationships are generally non-discretionary—transactions are executed only after client approval—and accounts are monitored with regular reporting, including quarterly performance and tax-related summaries. Distinctive features include the firm’s predominant use of non-discretionary arrangements and its client focus on high-net-worth households rather than mass-market individual clients, which is less common among peers. The adviser operates as an independent, sole practitioner with decades of registration and prior experience advising specialized client groups (including a period as an NFLPA-registered player financial adviser).

To learn more about the advisors currently working at Ritter Wealth Counsel, 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.

Name
Location
Years of experience
Bruce Ritter profile photo Bruce Ritter
San Rafael, CA
2
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