Ritholtz Wealth Management

Helping clients build their financial plans and investment portfolios

General Information
Company Name
Ritholtz Wealth Management
Founded Year
2013
Location (Offices)
New York, United States +6
Founders / Decision Makers
Number of Employees
61
Industries
Financial Services
Funding Stage
-
Social Media

Ritholtz Wealth Management - Company Profile

Ritholtz Wealth Management is a financial planning and wealth management firm, founded in 2013, based in the United States. The company is committed to helping clients build their financial plans and investment portfolios on a fee-only basis. Ritholtz Wealth Management operates as a registered investment advisory (RIA) firm, emphasizing technological savvy and planning expertise to help investors achieve their specific life and retirement goals. The company adheres to a fiduciary standard, ensuring that the advice provided is in the best interest of the clients. Ritholtz Wealth Management stands out as it is solely compensated by its clients, thereby aligning its interests with those of its clients. The firm's commitment to prioritizing client interests is evident in its emphasis on providing the right advice, reflecting the core values of the company. Furthermore, the company focuses on transparency and maintains a strict disclosure policy regarding endorsements and opinions expressed about its services. Ritholtz Wealth Management's emphasis on client-first practices and commitment to transparency makes it a noteworthy player in the financial services industry.

Taxonomy: registered investment advisory, financial planning, investment portfolios, fee-only basis, fiduciary standard, retirement planning, insurance planning, tax planning, technological savvy, investment advice, financial advice, life goals, client-focused

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