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Private Wealth Daily
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Ritholtz Wealth Management

NEW YORK, NY
CRD: 168652
In network coverage since August 18, 2026 · 5 stories
$9.4BRegulatory AUMSEC Form ADV · Oct 31
83EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Aug 22 – Oct 31

Watch & Listen

Videos and podcasts from Ritholtz Wealth ManagementAll of Watch & Listen
Deal recordFull tracker →
Jun 15, 26Fund launchFranklin Templeton — coverage
Network coverage
Moves

Callie Cox joins Plancorp as director of investment strategy

Ritholtz's former chief market strategist joins a $10.5 billion St. Louis fee-only firm and will work with CIO Peter Lazaroff.
The Close · Sep 19The talent war moved up the org chart
The Close · Sep 17The next M&A multiple is a refill rate
RIA · Sep 16Ritholtz's forever firm runs on equity handed to 29 employees
Products & portfolios · Aug 18Franklin Templeton packages private markets into model portfolios
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