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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Ritholtz Wealth Management financial advisors in New York

Every SEC-registered investment adviser representative at a Ritholtz Wealth Management office in New York, by city and A to Z.

The short answer

30 registered advisors work at Ritholtz Wealth Management in New York, out of 54 nationwide; it's the firm's number 1 state by advisors, and the most are in New York (25). 13 list the CFP designation and 0 are also registered broker representatives.

Ritholtz Wealth Management advisors by city in New York

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New York 25Stony Brook 2

Ritholtz Wealth Management advisors in New York, A to Z

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Ritholtz Wealth Management in other states

Illinois 5North Carolina 3Pennsylvania 3

Questions

How many Ritholtz Wealth Management financial advisors are in New York?

30 investment adviser representatives are registered at Ritholtz Wealth Management offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 54 at the firm nationwide. 13 list the CFP designation and 0 are also registered as broker representatives.

Where in New York does Ritholtz Wealth Management have the most advisors?

New York, with 25, then Stony Brook (2). Ritholtz Wealth Management has advisors in 2 cities in New York.

How do I check a Ritholtz Wealth Management advisor in New York?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Ritholtz Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.