Ritholtz Wealth Management, founded in 2013, is a New York City-based registered investment advisor (RIA) providing personalized financial planning and investment management to individuals, families, and businesses. The firm combines evidence-based investing with behavioral finance principles to help clients make disciplined, long-term financial decisions. Barry Ritholtz, the firm's founder and Chief Investment Officer, sold a significant portion of his shares in early 2026, making CEO Josh Brown the largest stakeholder among 29 employee shareholders. Ritholtz remains a contrarian voice on Wall Street.
The firm manages discretionary assets of $6,964,700,572 as of January 29, 2026. Ritholtz Wealth Management offers various services, including comprehensive portfolio management, tailored financial planning, estate planning, tax consulting, and insurance services. They also offer automated wealth management through platforms like Liftoff, utilizing model portfolios and tax-loss harvesting. The firm's investment strategy focuses on capital preservation and risk management, using strategies like asset allocation and behavioral economics.