RW
RITHOLTZ WEALTH MANAGEMENT
SEC RegisteredNEW YORK, NYhttps://optimisticallie.com(212) 625-1200
Assets Under Management
$5B–$25B
Employees
83
Office Locations
14 offices
Total Accounts
12587
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,752 | $725M |
| High Net Worth Individuals | 1,247 | $6.5B |
| Charitable Organizations | 77 | $356M |
0 total clients reported on Form ADV.
Leadership
Barry Lawrence Ritholtz
MANAGING MEMBER
Joshua Morgan Brown
MANAGING MEMBER
Office locations
14 offices in 11 states
NY
NEW YORKHQ
CA
NEWPORT BEACH
RI
BARRINGTON
SC
HILTON HEAD
IL
NORTHBROOK
LA
NEW ORLEANS
MI
GRAND RAPIDS
FL
NAPLES
TN
NASHVILLE
NC
CHARLOTTE
NY
NORTH BELLMORE
CA
MANHATTAN BEACH
IL
CHICAGO
TX
AUSTIN
Advisors at this firm
35 advisors in the directory
Angelica Marie Andrews
Investment Adviser Representative
William James Artzerounian
Investment Adviser Representative
Michael Henry Batnick
Investment Adviser Representative
Alan Louis Brockhaus
Investment Adviser Representative
Joshua Morgan Brown
Investment Adviser Representative
Ross David Cohen
Investment Adviser Representative
Nelson Roberts Crane
Investment Adviser Representative
Adam Michael Day
Investment Adviser Representative
Andrea Diltz
Investment Adviser Representative
Adam Michael Gock
Investment Adviser Representative
Patrick Kern Haley
Investment Adviser Representative
Jordan Douglas Hanson
Investment Adviser Representative
Anthony Thomas Isola
Investment Adviser Representative
Dinamarie Rose Isola
Investment Adviser Representative
Nathan Oneal Jefferson
Investment Adviser Representative
Michelle Nicole Katzen
Investment Adviser Representative
Dylan Kluender
Investment Adviser Representative
Daniel Robert Larosa
Investment Adviser Representative
Matthew James Lohrius
Investment Adviser Representative
Alexander John Messer
Investment Adviser Representative
Adam James Niestradt
Investment Adviser Representative
Jonathan Singer Novy
Investment Adviser Representative
Benjamin Michael Packer
Investment Adviser Representative
Alexander James Palumbo
Investment Adviser Representative
Joseph Anthony Perna
Investment Adviser Representative
Gary Alan Pulford
Investment Adviser Representative
Barry Lawrence Ritholtz
Investment Adviser Representative
Brian Adam Rosen
Investment Adviser Representative
Sean Paul Russo
Investment Adviser Representative
William Alan Sweet
Investment Adviser Representative
Jay Drennan Tini
Investment Adviser Representative
Kristopher Pierre Venne
Investment Adviser Representative
Blake Ray Wohlwend
Investment Adviser Representative
Kevin Michael Young
Investment Adviser Representative
Eric John Zipfel
Investment Adviser Representative
Regulatory & compliance
CRD number
#168652
SEC Number
801-78479
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
optimisticallie.comPhone
(212) 625-1200Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RITHOLTZ WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.