About Ritholtz Wealth Management
Ritholtz Wealth Management is a Business Services company based in New York (United States) founded in 2013. It offers personalized investment advice, financial planning, and wealth management solutions. It operates on a B2C and B2B model. Its website ritholtzwealth.com draws about 681 thousand monthly visits. Ritholtz Wealth Management offers products and services including Wealth Management Solutions, Tax Planning, Insurance Services, Estate Planning, and Corporate Retirement Planning. Its focus areas include Finance, Wealth Management, Corporate Services and Retirement Planning. Its legal entity is Ritholtz Wealth Management LLC. Similar companies include Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James and 5 more; 5 of its 10 listed similar companies have raised funding.
Company details
Ritholtz Wealth Management LLC is a financial advisory firm based in New York, providing tailored wealth management, tax planning, insurance, and estate planning services. They focus on simplifying complex financial markets with rational strategies for individual and institutional clients. The firm emphasizes fiduciary advice and transparency, adapting plans to evolving needs while serving diverse locations across the US.
- Headquarters New York, United States
- SectorsBusiness Services
- Website category Finance · Investing
- Email••••••••
- Website ritholtzwealth.com
- Social LinkedIn X Facebook YouTube
- Legal Name Ritholtz Wealth Management Llc
Products & Services of Ritholtz Wealth Management
Ritholtz Wealth Management offers a comprehensive portfolio of products and services, including Wealth Management Solutions, Tax Planning, Insurance Services, Estate Planning, and Corporate Retirement Planning.
Provides tailored strategies for personal wealth growth and management.
Offers strategies to optimize taxes in complex markets.
Delivers risk management solutions for financial security.
Assists with legacy and asset distribution planning.
Supports retirement strategies for businesses and employees.
Apps and channels of Ritholtz Wealth Management
its YouTube channel The Compound has 212K subscribers and 30 videos.
Videos from Ritholtz Wealth Management
The most watched videos on Ritholtz Wealth Management's YouTube channel, The Compound (212K subscribers). Click a video to play it here.
More on The Compound.
People of Ritholtz Wealth Management
26 people are tracked at Ritholtz Wealth Management (10 in leadership, 16 in team).
| Name | Role | Group |
|---|---|---|
Erika Mauro | Director Of Client Service Preserve | Leadership |
Taylor Hollis | Director Of Family Office Services | Leadership |
Josh Brown | CEO | Leadership |
Jay Tini | President | Leadership |
Duncan H. | Director Of Creative Media | Leadership |
Nicole Samoroukova | Media Producer & Head Of Audience Development | Leadership |
Nick Maggiulli | Chief Operating Officer | Leadership |
Anna Chaiken | Vice President | Leadership |
Tadas Viskanta | Director Of Investor Education | Leadership |
Mindy R. Giles | Head Of Insurance | Client Service Associate | Leadership |
Nathan Jefferson | Paraplanner | Team |
Ben Coulthard | Advisor | Team |
Cameron Rufus | Investment Adviser Representative | Team |
Matthew Papandrea | Investment Advisor Representative | Team |
Adam Gock | Client Service Associate | Team |
Emily Golden | Client Service Tax Associate | Team |
Angelica Andrews | Paraplanner | Team |
Lisa Paul | Client Service Specialist | Team |
Matt Lohrius | Certified Financial Planner | Team |
Jean Laguerre | Senior Tax Associate | Team |
6 more people are available in the full profile.
Complete people profiles for Ritholtz Wealth Management
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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Similar companies to Ritholtz Wealth Management
Ritholtz Wealth Management has 10 listed similar companies in our database, 5 of them funded. They include Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | – | Business consulting services are provided to banks and lending institutions. | |
| aleragroup.com | 1995 | Deerfield, United States | $250M | – | HR, insurance, and liability services are provided by Alera Group. | |
| wintrust.com | 1991 | Rosemont, United States | – | 10,463 | Bank offering diversified financial services | |
| creativeplanning.com | 1983 | Overland Park, United States | – | 97 | Provider of wealth management services | |
| raymondjames.com | 1962 | St. Petersburg, United States | – | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | |
| hightoweradvisors.com | 2008 | Chicago, United States | $129.4M | – | Provider of wealth management services | |
| choiceindia.com | 1992 | Mumbai, India | – | 520 | A full-service stockbroker offering diverse investment options in India. | |
| myfw.com | 2004 | Denver, United States | $51.36M | 256 | Wealth management firm | |
| berkadia.com | 2009 | New York, United States | $1B | 1,266 | Wealth management services are provided to clients by Berkadia. | |
| zionsbank.com | 1873 | Salt Lake, United States | – | – | Zions Bank provides private banking and wealth management services for high-net-worth individuals and families. |
Detailed similar companies of Ritholtz Wealth Management
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Web traffic of Ritholtz Wealth Management
The website of Ritholtz Wealth Management (ritholtzwealth.com) receives about 680.7K visits a month and ranks #1,022,452 among all websites worldwide, #9,188 in Investing.
- Monthly visits680.7K
▼ 6.7% vs previous month
- Unique visitors11.7K
per month
- Global rank#1,022,452
among all websites
- Category rank#9,188
Finance · Investing
- Bounce rate47%
- Pages per visit2.5
- Average visit18 sec
- DevicesDesktop 31% · Mobile 69%
Websites whose visitors overlap most with Ritholtz Wealth Management. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| falconebiz.com | 100% | 959.8K | #63,970 | View details | |
| tofler.in | 97% | 556K | #105,509 | View details | |
| zaubacorp.com | 96% | 4.9M | #12,689 | View details | |
| tracxn.com | 92% | 2.9M | #16,597 | View details | |
| indiafilings.com | 90% | 2.1M | #29,959 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Ritholtz Wealth Management
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Finance & Accounting Services
10 companies that operate in the same segment as Ritholtz Wealth Management (Finance & Accounting Services), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | – | USD 3.95 B | 70,100 | |
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | – | USD 54.77 M | 2,097 | |
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 | |
Provider of financial services | 1978 | Los Angeles, California, United States | USD 249.55 M | – | 1,736 | |
Accounting services are provided by Accordion to business clients. | 2009 | New York, New York, United States | USD 165 K | – | 351 | |
Cloud-based accounting software is offered for business operations. | 2002 | Tampa, Florida, United States | USD 24.33 M | – | 166 | |
Provider of financial management services | 1998 | Johannesburg, Gauteng, South Africa | – | USD 14.3 B | 44,916 | |
Financial services in insurance are provided to individuals and businesses. | 2019 | Jaipur, Rajasthan, India | USD 115.63 M | USD 55.59 M | 280 | |
Business advisory services | 1952 | Atlanta, Georgia, United States | – | – | 762 | |
Audit, tax, and advisory services are provided in the UK. | 1983 | Bolton, Greater Manchester, United Kingdom | – | – | – |
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Related news about Ritholtz Wealth Management
Complete news archive for Ritholtz Wealth Management
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Frequently Asked Questions about Ritholtz Wealth Management
Ritholtz Wealth Management was founded in 2013.
Ritholtz Wealth Management is headquartered in New York, United States. It is registered at New York, New York, United States.
Ritholtz Wealth Management LLC is a financial advisory firm based in New York, providing tailored wealth management, tax planning, insurance, and estate planning services. They focus on simplifying complex financial markets with rational strategies for individual and institutional clients. The firm emphasizes fiduciary advice and transparency, adapting plans to evolving needs while serving diverse locations across the US.
Ritholtz Wealth Management's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Ritholtz Wealth Management offers Wealth Management Solutions, Tax Planning, Insurance Services, Estate Planning, and Corporate Retirement Planning.
Ritholtz Wealth Management operates through Ritholtz Wealth Management Llc.
The website of Ritholtz Wealth Management receives about 681 thousand visits a month and ranks #1,022,452 among all websites worldwide.