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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-16-2013
- Office Locations
- 33
Office Locations
About Ritholtz Wealth Management
Ritholtz Wealth Management is a New York–based RIA offering goal-based financial planning and investment management, with tiered service from advisor team support to multi-family office (tax, estate, insurance and bill pay coordination). Portfolios emphasize low-cost, diversified solutions including ETFs and public funds. Built-in media reach via “The Compound” market commentary supports client education. Custody includes Schwab and Fidelity.
Reported data analysis
What the numbers show
Between July 2, 2025 and August 10, 2026, reported AUM increased 45.9%, from $6.5B to $9.4B.
Across 5 reported observations, AUM increased 248.1% between July 25, 2022 and August 10, 2026, from $2.7B to $9.4B.
Of the latest reported AUM, 90.3% is discretionary and 9.7% is non-discretionary.
The firm reports 48 advisory representatives and 4,221 clients, or 87.9 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 33 reported office locations and 12 years in operation. The source data was last updated on August 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Ritholtz Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSHUA MORGAN BROWN
Advisor, Managing Member
- CRD
- #2781372
- Ownership
- 25% but less than 50%
MICHAEL HENRY BATNICK
Advisor, Managing Member
- CRD
- #5753350
- Ownership
- 10% but less than 25%
Showing 2 of 29 owners & executives
Unlock allContacts
Angelica Marie Andrews
Advisor
- CRD
- #7285198
Stephanie Zodtner Baszner
Financial Advisor, General Partner
- CRD
- #6653823
Showing 2 of 61 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,512,183,931 | $639,773 |
| Non-Discretionary | $911,307,566 | $1,742,462 |
| Total | $9,423,491,497 | $681,479 |
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Separately Managed Accounts
SMA allocation detail is available
Ritholtz Wealth Management has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Ritholtz Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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