Office address: 24 West 40th Street, 15th Floor, New York, NY 10018
Website: ritholtzwealth.com
Year established: 2013
Company type: financial services
Employees: 85+
Expertise: wealth management, financial planning, tax consulting, estate planning, insurance planning, equity compensation planning, corporate retirement plans (401(k) and 403(b)), portfolio management, behavioral finance
Parent company: N/A
Key people: Josh Brown (CEO), Barry Ritholtz (chair), Jay Tini (president), Nick Maggiulli (COO), William Sweet (CFO), Callie Cox (chief market strategist), Kris Venne and Michael Batnick (managing partners)
Financing status: corporation
Ritholtz Wealth Management (RWM) is an independent, 100 percent employee-owned RIA headquartered in New York City. The firm provides financial planning, tax consulting, estate planning, and insurance services on a fee-only basis. It oversees more than $7.6 billion in assets for clients across 15 US offices as of January 2026.
Ritholtz Wealth got its start from a poolside conversation. Co-founders Barry Ritholtz and Josh Brown first met at a financial blogging conference in San Diego in 2010.
Both were already well-known financial commentators at the time. They bonded over a shared belief that investors deserved better than what Wall Street was offering.
The two left Barry Ritholtz's quantitative research firm, FusionIQ, in 2013 to start something new. They launched Ritholtz Wealth Management in New York City with just two partners and $60 million in assets.
The early days weren't glamorous, as the pair had to figure out basics like office space, health insurance, and other logistics. But the company's fiduciary, fee-only model and strong media presence helped it grow fast.
Ritholtz Wealth Management leaned heavily into content early on, from Barry's The Big Picture blog to Josh's popular The Compound YouTube channel. That online footprint drew a loyal following and turned many readers and viewers into actual clients.
The company hired Jay Tini, a Vanguard veteran of 11 years, as its first-ever president in 2023. That same year, it acquired BlackRock's direct-to-consumer robo-advisor, FutureAdvisor, which had about $1.8 billion in assets at the time. The deal marked the firm's first-ever acquisition and added thousands of retail accounts to its client base.
In 2025, RWM opened a new Chicago office inside The Salt Shed, a converted creative complex in the city's Salt District. It first set up in Chicago back in 2018, and the new space now serves as its second headquarters with 13 employees.
Then in January 2026, the company rolled out a 10-year employee-led succession plan that expanded ownership to 29 employees. Barry Ritholtz reduced his stake as part of the transition, while the firm stayed 100 percent employee-owned with no outside capital.
Ritholtz Wealth provides tiered advisory services. Its offerings include:
Ritholtz Wealth Management builds portfolios around low-cost ETFs and index funds. It runs five core strategies that range from conservative to aggressive:
Ritholtz also offers Milestone Rewards, a loyalty program that gives a 16 percent fee discount after three years.
Ritholtz Wealth Management calls its culture “the Ritholtz Way,” built on straight talk and full employee ownership. It backs this up with employee-shareholders and zero outside investors. Its stated values are:
The company describes its environment as an energetic and collaborative workplace for employees. Ritholtz Wealth Management also outlines these workplace benefits and programs:
Beyond workplace programs, Ritholtz Wealth Management states its media reach drives new relationships. Many clients began as fans of its blogs, columns, and podcasts.
Joshua Brown is CEO and co-founder of Ritholtz Wealth Management and a regular voice across financial media. Brown started as a stockbroker in the late 1990s before moving into fiduciary RIA work. He also holds a bachelor's degree from the University of Maryland.
The firm's leadership team includes its co-founder and key executives in advisory, operations, markets, and strategy roles.
Together, this team helps Ritholtz Wealth Management act as a partner, advocate, and steady guide for clients. According to company materials, they aim to keep advice consistent even as markets and life change.
In 2025, Barry Ritholtz sat down with InvestmentNews to promote his book, How Not to Invest. The book teaches everyday investors to stop chasing stock picks and instead build portfolios around low-cost index funds. That kind of public-facing advice ties back to how Ritholtz Wealth Management grows, as many of its clients first come in through its media content. Watch the interview here:
On the business side, Ritholtz Wealth Management made a big move in 2026 to lock in its long-term independence. RWM announced a succession plan that spreads equity across 29 employees, funded by Barry Ritholtz selling part of his shares. The move keeps the $7.6 billion RIA fully employee-owned at a time when most firms its size have already taken private equity money.
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