Ritholtz Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 2, 2026, reports $7.7B in regulatory assets under management, 83 employees, 14 offices, and 12,587 accounts.
Assets Under Management
$7.7B
Employees
83
Offices
14 offices
Total Clients
4,076
Primary office
NEW YORK, NY
24 WEST 40TH STREET, 15TH FLOOR, NEW YORK, NY, United States
Top client segmentIndividuals represent 67.5% of total clients.
Top client categories% of clientsClients
1
Individuals
67.5%
2,752
2
HNWI
30.6%
1,247
3
Pension Plans
1.9%
77
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7.7Bas of March 2, 2026
Discretionary90.5%
$7.0B
90% of total RAUM90.5%
Non-discretionary9.5%
$734M
10% of total RAUM9.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$7.7B
Total Accounts12,587
10Y AUM Change+$7.3B (+1649.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees83
Clients per Employee49:1
10Y Employee Change+69 (+492.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.