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Ritholtz Wealth Employee Directory

Financial ServicesNew York, United States51-200 Employees

Ritholtz Wealth is a registered investment advisory firm that focuses on financial planning and wealth management for individual clients. It operates on a fee-only basis and adheres to a fiduciary standard, aiming to provide advice that serves clients' life and retirement goals. The firm relies on a combination of technology and planning expertise to support investors in pursuing their objectives.

Based in New York, New York, the firm operates in the financial services industry and maintains a fiduciary, fee-only relationship with its clients. It has expanded its footprint in California. In May 2026, the firm launched Porterhouse, a separately managed account offering.

Find Ritholtz Wealth employees' phone numbers or email addresses

Ritholtz Wealth Global Highlights

Location
Employees

North America
82

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  • United States Of America
    82

Asia
1

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  • India
    1

Ritholtz Wealth's Leadership

  • Managing Partner at Ritholtz Wealth
    K. V.
    Managing Partner
  • Director Of Client Service Preserve at Ritholtz Wealth
    E. M.
    Director Of Client Service Preserve
  • Director, People Operations at Ritholtz Wealth
    A. B.
    Director, People Operations
  • Advisor at Ritholtz Wealth
    A. B.
    Advisor
  • Investment Advisor Representative at Ritholtz Wealth
    M. P.
    Investment Advisor Representative
  • Investment Advisor Representative at Ritholtz Wealth
    A. I.
    Investment Advisor Representative
  • Registered Investment Advisor at Ritholtz Wealth
    C. S.
    Registered Investment Advisor
  • Investment Advisor Representative / Corporate Retirement Plans at Ritholtz Wealth
    D. L. Q. A.
    Investment Advisor Representative / Corporate Retirement Plans

Ritholtz Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Consultant
  • Finance
  • Business
  • Entrepreneurship
  • Other

Contact profiles from Ritholtz Wealth

Name
Title
Contact
Location
Last Update
  • Managing Partner at Ritholtz Wealth
    K. V.
    Managing Partner
    Jul 08, 2024
  • Director Of Client Service Preserve at Ritholtz Wealth
    E. M.
    Director Of Client Service Preserve
    Aug 18, 2026
  • Director, People Operations at Ritholtz Wealth
    A. B.
    Director, People Operations
    Oct 22, 2025
  • Advisor at Ritholtz Wealth
    A. B.
    Advisor
    Jun 28, 2026
  • Investment Advisor Representative at Ritholtz Wealth
    M. P.
    Investment Advisor Representative
    Jun 25, 2026
  • Investment Advisor Representative at Ritholtz Wealth
    A. I.
    Investment Advisor Representative
    Jul 28, 2024
  • Registered Investment Advisor at Ritholtz Wealth
    C. S.
    Registered Investment Advisor
    Oct 21, 2024
  • Investment Advisor Representative / Corporate Retirement Plans at Ritholtz Wealth
    D. L. Q. A.
    Investment Advisor Representative / Corporate Retirement Plans
    Mar 12, 2026
  • Advisor at Ritholtz Wealth
    T. H. C. C.
    Advisor
    Feb 06, 2025

Frequently Asked Questions

What is Ritholtz Wealth known for?

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Ritholtz Wealth was founded in 2013 and operates in the Financial Services industry. You can contact Ritholtz Wealth's main corporate office by phone at . Explore Ritholtz Wealth's company overview page for more information.

What is Ritholtz Wealth's most common email format?

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Ritholtz Wealth employees' email format typically follows the pattern of First@ritholtzwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Ritholtz Wealth email formats with LeadIQ.

How many employees does Ritholtz Wealth have currently?

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Ritholtz Wealth has approximately 82 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

Who are Ritholtz Wealth's key employees and leadership?

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As of August 2026, Ritholtz Wealth's key employees include:

  • Managing Partner: K. V.
  • Director Of Client Service Preserve: E. M.
  • Director, People Operations: A. B.
  • Advisor: A. B.
  • Investment Advisor Representative: M. P.

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