What departments does Ritholtz Wealth have?

Ritholtz Wealth has employees across 4 departments including Human Resources, Consultant, Finance, Operations.

What is the largest department at Ritholtz Wealth?

The largest department at Ritholtz Wealth is Finance with 4 employees.

Where are Ritholtz Wealth employees located globally?

Ritholtz Wealth has employees across 2 continents and 2 countries including India, United States Of America.

How has Ritholtz Wealth's team size changed over time?

Ritholtz Wealth's team has decreased from approximately 73 to 70 employees based on available data.

Ritholtz Wealth Employee Directory

Financial ServicesNew York, United States51-200 Employees

Ritholtz Wealth is a registered investment advisory firm that focuses on financial planning and wealth management for individual clients. It operates on a fee-only basis and adheres to a fiduciary standard, aiming to provide advice that serves clients' life and retirement goals. The firm relies on a combination of technology and planning expertise to support investors in pursuing their objectives.

Based in New York, New York, the firm operates in the financial services industry and maintains a fiduciary, fee-only relationship with its clients. It has expanded its footprint in California. In May 2026, the firm launched Porterhouse, a separately managed account offering.

Ritholtz Wealth Global Highlights

North America
90

United States Of America
90

Asia
1

India
1

Ritholtz Wealth's Leadership

K. V.
Managing Partner
Mobile Phone
Email
E. M.
Director Of Client Service Preserve
Mobile Phone
Email
A. B.
Director, People Operations
Mobile Phone
Email
A. B.
Advisor
Mobile Phone
Email
M. P.
Investment Advisor Representative
Mobile Phone
Email
A. I.
Investment Advisor Representative
Mobile Phone
Email
C. S.
Registered Investment Advisor
Mobile Phone
Email
D. L. Q. A.
Investment Advisor Representative / Corporate Retirement Plans
Mobile Phone
Email

Ritholtz Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Consultant
Finance
Business
Entrepreneurship
Other

Contact profiles from Ritholtz Wealth

Name

Title

Contact Info

Location

Last Update

K. V.
Managing Partner
Mobile Phone
Email
Jul 08, 2024
E. M.
Director Of Client Service Preserve
Mobile Phone
Email
Jun 26, 2026
A. B.
Director, People Operations
Mobile Phone
Email
Oct 22, 2025
A. B.
Advisor
Mobile Phone
Email
Jun 28, 2026
M. P.
Investment Advisor Representative
Mobile Phone
Email
Jun 25, 2026
A. I.
Investment Advisor Representative
Mobile Phone
Email
Jul 28, 2024
C. S.
Registered Investment Advisor
Mobile Phone
Email
Oct 21, 2024
D. L. Q. A.
Investment Advisor Representative / Corporate Retirement Plans
Mobile Phone
Email
Mar 12, 2026
P. S.
Operations Advisor
Mobile Phone
Email
Oct 21, 2024
T. H. C. C.
Advisor
Mobile Phone
Email
Feb 06, 2025

Frequently Asked Questions

What is Ritholtz Wealth known for?

Ritholtz Wealth was founded in 2013 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-212-625-****

. Explore Ritholtz Wealth's company overview page for more information.

What is Ritholtz Wealth's most common email format?

Ritholtz Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Ritholtz Wealth email formats with LeadIQ.

How many employees does Ritholtz Wealth have currently?

Ritholtz Wealth has approximately 78 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Ritholtz Wealth's key employees and leadership?

As of July 2026, Ritholtz Wealth's key employees include:

Managing Partner: K. V.
Director Of Client Service Preserve: E. M.
Director, People Operations: A. B.
Advisor: A. B.
Investment Advisor Representative: M. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ritholtz Wealth Employee Directory

Find Ritholtz Wealth employees' phone numbers or email addresses

Name search is limited — try advanced search instead