USA Today 2024 Ranking

Ritholtz Wealth Management has been ranked 8th by USA Today in the Best Financial Advisory Firms in 2024 out of the top 500 Registered Investment Advisory firms ("RIA Firms").The ranking, conducted by Statista, was based solely on the growth of the companies’ AUM over the short term (1/2023 to 1/2024) and long term (January, 2019 to February 24, 2024) and the number of recommendations they received from clients and peers. Ritholtz Wealth Management did not pay a fee to be included in this ranking.

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About USA TODAY's Best Financial Advisory Firm List: The ranking was tabulated by market research firm Statista to rank the top 500 RIA firms. The ranking of the best (“RIA Firms”), published in April , 2024, is based on two dimensions: recommendations by peer financial advisors, clients as well as industry experts and a firm’s development of AUM. Recommendations were collected via an independent survey among over 25,000 individuals. Clients, industry experts and financial advisors working for an RIA firm could recommend another RIA firm they find commendable. Self-recommendations were prohibited and were therefore not included in the evaluation.AUM development was analyzed both in the short- and long-term using publicly available data. Short-term AUM development was calculated over a twelve-month period from January 2023 to January 2024, while long-term development spanned a five-year period from January, 2019 to February 24, 2024 with the ADV data being as of 12/31 each year. The final score was calculated by weighting recommendations at 20% and AUM development at 80%. Within the AUM growth metric, short-term and long-term growth were each weighted 30/70. The final score was calculated as follows: 20% x recommendation score + 80% x AUM development score = final score. All surveyed individuals were selected at random.

Please Note: Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Company is engaged, or continues to be engaged, to provide investment advisory services.