Investment adviser · CRD 168652
RITHOLTZ WEALTH MANAGEMENT
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Aug 10, 2026
- Regulatory AUM
- $9.42B Form ADV · Item 5.F
- Client accounts
- 13,828 Accounts, not individual clients
- Employees
- 83 Reported in this filing
- Advisory professionals
- 48 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,445 | $8,123,009,279 | 86.2% |
| Individuals | 2,694 | $779,220,109 | 8.3% |
| Retirement plans | 82 | $413,754,761 | 4.4% |
| Charities | Fewer than 5 | $73,208,005 | 0.8% |
| Corporations & businesses | Fewer than 5 | $34,299,343 | 0.4% |
Filing source
Form ADV 2124977 · Aug 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Aug 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
24 WEST 40TH STREET, 15TH FLOORNEW YORK, NY, 10018, United States
CRD 168652
Filing source
Form ADV 2124977 · Aug 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.