Ritholtz Wealth Management is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We use our technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals.

We work directly with clients on a fee-only basis and choose to be held to a fiduciary standard. Giving the right advice is the soul of our firm.

We work for – and are solely compensated by – our clients; those are the only interests we serve.

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Investment Management

Ritholtz Wealth Management

Ritholtz Wealth Management's headquarters in New York, NY, United States

Josh Brown

Patricia Hatzfeld

Jay Tini

Nick Maggiulli

Taylor Hollis

Financial Advisor

The Investment Management team at Ritholtz Wealth Management is responsible for developing and implementing tailored investment strategies that align with clients' financial goals. This team analyzes market trends, manages asset allocation, and executes trades while upholding a fiduciary standard. Through collaboration and research, they ensure that clients receive informed, objective advice to effectively grow and protect their wealth.

The Client Service team at Ritholtz Wealth Management is dedicated to delivering exceptional support and guidance to clients throughout their financial planning and investment journey. This team works closely with clients to address their inquiries, manage account details, and facilitate seamless communication with advisors, ensuring a personalized and responsive experience. Their commitment to fiduciary standards reinforces the firm's ethos of prioritizing client interests above all else.

Client Service

The Leadership Team at Ritholtz Wealth Management is responsible for setting the strategic direction of the firm, ensuring adherence to fiduciary standards, and maintaining compliance with industry regulations. This team collaborates to foster a culture of excellence and innovation, driving the firm’s commitment to providing top-notch financial planning and wealth management services while prioritizing the interests of clients. Additionally, they oversee operational efficiency and resource allocation to maximize client satisfaction and business growth.

Ritholtz Wealth Management

Org chart

Teams

Investment Management

Client Service

Leadership Team

Offices

Ritholtz Wealth Management

Org chart

Teams

Investment Management

Client Service

Leadership Team

Offices

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