Ritholtz Wealth Management
US financial planning and asset management firm owned entirely by its people.
At a glance
People
Barry Ritholtz (Chief investment officer) and Ben Carlson
See all 2
Also on this page: Key facts · Links · Sources · Related pages
- Ritholtz Wealth Management is an American financial planning and asset management firm.
- Barry Ritholtz founded it and is its chief investment officer.
- It says every share is owned by people who work there, with no outside investors.
Key facts
- Founder
- Barry Ritholtz, also chief investment officer1
- Assets under management
- Over $7.65 billion1
- Ownership
- No outside investors; all shares held by employees and working partners2
People
Led by
- Barry RitholtzPerson
Chief investment officer 1
Founded by
People
- Ben CarlsonPerson
Director of Institutional Asset Management (as of November 2026) 3
Links
Sources
Last checked against its sources today
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