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Wednesday, September 16, 2026The Morning Brief →Sign in
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Ritholtz Wealth Management

NEW YORK, NY
CRD: 168652
In PWD coverage since August 18, 2026 · 2 stories
$9.4BRegulatory AUMSEC Form ADV · Sep 11
83EmployeesForm ADV
1Deals on our tracker
-27Talent net · 12 months0 in · 27 out
Regulatory AUM · Aug 21Sep 11
Talent flow · 12 monthsOn the wire →
Net -27 · 0 arrivals · 27 departures
Arrivals
None tracked.
Departures
Advisor
Sep 10 · destination pending
Advisor
Sep 10 · destination pending
Advisor
Sep 10 · destination pending
Advisor
Sep 10 · destination pending
Advisor
Sep 10 · destination pending
Advisor
Sep 10 · destination pending
Deal recordFull tracker →
Jun 15, 26Fund launchFranklin Templeton
PWD coverage
RIA

Ritholtz's forever firm runs on equity handed to 29 employees

Handing ownership to a third of the payroll keeps a $9.4 billion firm compounding — and makes it a hard target for the consolidators circling the rest of the industry.
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