The people who comprise this firm all came here for the same reason. They believed in our message and they wanted to be a part of it.
The Ritholtz Way is about making rational investing decisions and deferring to the evidence in an uncertain world. No matter what part of the country our staffers hail from, they are operating as a part of the broader mission.
At Ritholtz, we believe everyone deserves access to high quality advice and portfolios that serve the objectives of their financial plan.
The Ritholtz Way is about making rational investing decisions and deferring to the evidence in an uncertain world. No matter what part of the country our staffers hail from, they are operating as a part of the broader mission.
At Ritholtz, we believe everyone deserves access to high quality advice and portfolios that serve the objectives of their financial plan.
Our bold, direct approach cuts through the noise, delivering clear insights and strategies tailored to your unique financial journey.
TRUE INDEPENDENCE
We have no outside investors. Every single share of this firm is owned by someone who works here. One hundred percent of our cap table is held by employees and working partners who eat, sleep and breathe our mission. While other RIA founders run around the country collecting money from private equity firms and other Wall Street entities, we remain truly independent. This means we maintain complete autonomy and control. We serve no one else’s interests but yours.
BRIGHT FUTURE
Ritholtz continues to grow and expand,
offering our clients great opportunities
offering our clients great opportunities
RAISING THE
FINANCIAL IQ
You didn’t meet us on the golf course. We’ve spent the last fifteen years educating millions of people about the right way to allocate assets, the importance of financial planning and the key concepts of behavioral investing. Teaching people how to structure their plans and their portfolios is more than just a career to us, it is a calling.
Our financial planning and investment management program requires a client who wants to play an active role in the decision making process.
Our financial planning and investment management program requires a client who wants to play an active role in the decision making process.
POWERFUL
COMBINATION
OF INSTINCT
AND TALENT
We don’t recruit, headhunt, bribe or run Help Wanted ads to bring financial advisors into our firm. Everyone you will interact with at Ritholtz is someone who worked very hard to get in the door.
It is likely they found us the same way that you did: The message.
It is likely they found us the same way that you did: The message.
JOIN THE
CONVERSATION
Our market insights and investment perspectives shape industry dialogue. Our influence extends far beyond our client base as millions engage with our written columns, books, blog posts, podcasts, TV appearances and videos. We are widely considered to be among the most influential financial advisory firms in the world.
A Team That Stays on Top
Our team leads from the cutting edge of advice and technology.
Our
Locations
NY
New York, NYC
NC
Charlotte, NC
IL
Chicago, IL
FL
Naples, FL
CA
Manhattan Beach, CA
CA
Newport Beach, CA
TN
Nashville, TN
OR
Bend, OR
TX
Austin, TX
LA
New Orleans, LA
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