About us

The people who comprise this firm all came here for the same reason. They believed in our message and they wanted to be a part of it.

The Ritholtz Way is about making rational investing decisions and deferring to the evidence in an uncertain world. No matter what part of the country our staffers hail from, they are operating as a part of the broader mission.

At Ritholtz, we believe everyone deserves access to high quality advice and portfolios that serve the objectives of their financial plan.

Our bold, direct approach cuts through the noise, delivering clear insights and strategies tailored to your unique financial journey.

Josh Brown

CEO

Barry Ritholtz

Chairman & Chief Investment Officer

Kris Venne, CFP®

Managing Partner

Michael Batnick, CFA®

Managing Partner

BRIGHT FUTURE

Ritholtz continues to grow and expand, offering our clients great opportunities

TRUE

INDEPENDENCE

We have no outside investors. Every single share of this firm is owned by someone who works here. One hundred percent of our cap table is held by employees and working partners who eat, sleep and breathe our mission. While other RIA founders run around the country collecting money from private equity firms and other Wall Street entities, we remain truly independent. This means we maintain complete autonomy and control. We serve no one else’s interests but yours.

THE VISIONARIES DRIVING
OUR FIRM FORWARD

The story of our four founding partners finding each other and launching Ritholtz has now become legend within the financial advisory industry.