Ritholtz Wealth Management

Firm record

As recorded in SEC IAPD

Firm CRD

168652

SEC number

801-78479

Firm type

RIA

Assets under management

$7.7B as of May 14, 2026

Website

www.optimisticallie.com ↗

Phone

(212) 625-1200

Address

24 West 40th Street, New York, NY, 10018

Advisors at this firm

51 in our index · page 1 of 2

• William James ArtzerounianCRD 6763189 · Willow Grove, PA
  IA Registered
• Angelica Marie AndrewsCRD 7285198 · Philadelphia, PA
  IA RegisteredRegistration inactive
• Michael Henry BatnickCRD 5753350 · New York, NY
  IA Registered
• Trevor Charles BattCRD 2919438 · Chesterfield, VA
  IA Registered
• Daniel Craig BaxterCRD 7634730 · Amber, PA
  IA RegisteredRegistration inactive
• Alan Louis BrockhausCRD 5852489 · New Orleans, LA
  IA RegisteredRegistration inactive
• Joshua Morgan BrownCRD 2781372 · New York, NY
  IA Registered
• Stephanie Zodtner BasznerCRD 6653823 · Charlotte, NC
  IA RegisteredRegistration inactive
• Benjamin Patrick CarlsonCRD 7115957 · Grand Rapids, MI
  IA Registered
• Ross David CohenCRD 6261186 · Northfield, IL
  IA RegisteredRegistration inactive
• Benjamin Everitt CoulthardCRD 6238127 · New York, NY
  IA RegisteredRegistration inactive
• Nelson Roberts CraneCRD 7642149 · New York, NY
  IA RegisteredRegistration inactive
• Ian CullyCRD 6752923 · Edgewater, MD
  IA Registered
• Christopher William Niall CareyCRD 7054433 · Solon, OH
  IA Registered
• Callie CoxCRD 6967866 · Charlotte, NC
  IA RegisteredRegistration inactive
• Adam Michael DayCRD 5907704 · Naples, FL
  IA RegisteredRegistration inactive
• Margaret Blair DuquesnayCRD 4823176 · New Orleans, LA
  IA Registered
• Andrea DiltzCRD 8135959 · Chicago, IL
  IA Registered
• Joel Craig FishmanCRD 5852876 · Bend, OR
  IA Registered
  Disclosure event(s) on record
• Nicholas Jacob FriedmanCRD 5465081 · Ridgerfield, CT
  IA RegisteredRegistration inactive
• Adam Michael GockCRD 5155569 · Chicago, IL
  IA RegisteredRegistration inactive
• Patrick Kern HaleyCRD 5014261 · New York, NY
  IA Registered
• Taylor Dawn HollisCRD 6303190 · Nashville, TN
  IA RegisteredRegistration inactive
• Jordan Douglas HansonCRD 6643084 · Waxhaw, NC
  IA Registered
• Tyler Blake HillyerCRD 7131863 · Princeton, WV
  IA Registered
• Anthony Thomas IsolaCRD 5046932 · Stony Brook, NY
  IA Registered
• Dinamarie Rose IsolaCRD 1706064 · Stony Brook, NY
  IA Registered
• Nathan Oneal JeffersonCRD 7888610 · Chicago, IL
  IA Registered
• Michelle Nicole KatzenCRD 5572969 · New York, NY
  IA Registered
• Dylan KluenderCRD 6521417 · New York, NY
  IA RegisteredRegistration inactive
• Daniel Robert LarosaCRD 6027891 · New York, NY
  IA Registered
• Alexander John MesserCRD 6791630 · New York, NY
  IA Registered
• Adam James NiestradtCRD 6466950 · Cincinnati, OH
  IA Registered
• Jonathan Singer NovyCRD 5280982 · Northbrook, IL
  IA RegisteredRegistration inactive
• Matthew D PapandreaCRD 5582435 · Charlotte, NC
  IA RegisteredRegistration inactive
• Joseph Anthony PernaCRD 5228191 · Denver, CO
  IA RegisteredRegistration inactive
• Gary Alan PulfordCRD 1114755 · Newport, CA
  IA Registered
• Benjamin Michael PackerCRD 7538171 · Chicago, IL
  IA RegisteredRegistration inactive
• Barry Lawrence RitholtzCRD 2723315 · New York, NY
  IA Registered
• Brian Adam RosenCRD 4957483 · Northbrook, IL
  IA RegisteredRegistration inactive
• Jalen Patrick RandolphCRD 7566228 · Charlotte, NC
  IA Registered
• Cameron K RufusCRD 7052149 · Harrison, NJ
  IA Registered
• Sean Paul RussoCRD 8124836 · New York, NY
  IA Registered
• James P SchwendemanCRD 6803796 · Lexington, KY
  IA RegisteredRegistration inactive
• William Alan SweetCRD 5420425 · New York, NY
  IA Registered
• Jay Drennan TiniCRD 4406342 · New York, NY
  IA RegisteredRegistration inactive
• Kristopher Pierre VenneCRD 5481478 · New York, NY
  IA Registered
• Blake Ray WohlwendCRD 7713294 · Chicago, IL
  IA RegisteredRegistration inactive
• Kevin Michael YoungCRD 5208077 · New York, NY
  IA RegisteredRegistration inactive
• Eric John ZipfelCRD 3204894 · Austin, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.