I’m thrilled that Ritholtz Wealth Administration has been acknowledged by Barron’s as one of many prime 100 RIAs within the nation. They report there are 15,870 unbiased registered funding advisory corporations (RIAs); High 100 means higher than the highest 1% of all corporations.1
Once we launched in 2013, twelve years in the past (at the moment!), as 4 advisors and an incredible admin who ran the place (Erika!), Kris Venne satisfied all of us that an ensemble apply was the best way to go. That turned out to be one of the best choice we made, as every of us gravitated to what we did finest. A flywheel impact adopted, with all the founders increasing their experience, creating momentum and excessive double-digit progress for greater than a decade. All organically, with out outdoors capital or M&A.2
None of this might have occurred with out that call, nor may it have taken place with out the 80 unbelievable individuals who make RWM the very particular place it’s at the moment. This isn’t false modesty; it’s merely an acknowledgement of how proud I’m to get to work with so many wonderful individuals.
Barron’s has all the time been particular to me personally (I’m old fashioned). After I began as a dealer 30 years in the past(!), each Saturday morning was spent with a giant mug of espresso and the print version of the weekly Barron’s. I used to be thrilled to be quoted in August 2007 (Placid Occasions Forward?), with the GFC looming.3 The very first thing I ever revealed in a mainstream media outlet was a Memo to DC from Wall Road4 – the precursor to Bailout Nation. Thomas Donlan taught me what a fantastic editor can do to your writing – make all of it sinew and no fats.
I’ve spoken at a number of Barron’s conferences, seminars, and occasions; they’ve all the time been fantastic experiences. When Barron’s ran a particular article on Josh and me in 2020,5, it was thrilling. I used to be completely delighted when Batnick was the main focus of a profile in 2022.6 Over simply this previous 12 months, my RWM colleagues and I’ve been quoted in Barron’s 20 instances.
To say that is significant to me dramatically understates the matter…
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In case you are an investor and want to be taught extra about how we work with purchasers, please contact us at Data-AT-RitholtzWealth-DOT-Com.
And in case you are an advisor or within the monetary trade and wish some profession steerage, we’d love to talk with you. Please attain out to the identical tackle, with ‘CAREER’ within the topic line.
See additionally:
Right here Are America’s High RIA Corporations and Impartial Advisors
By Matt Barthel
Barron’s, Sept 12, 2025
Barry Ritholtz: How Advisors Can Create Killer Content material
By Greg Bartalos
Barron’s Could 16, 2023
Ritholtz Wealth Administration Is Increasing Quick. Why M&A Isn’t within the Playing cards.
By Andrew Welsch
Barron’s, April 22, 2024
Michael Batnick: Crushing It With Content material
By Steve Garmhausen
Barron’s Feb. 4, 2022
Barry Ritholtz and Josh Brown Gained’t Predict The Market, However They’ll Speak About Something Else.
By Leslie P. Norton
Barron’s, Dec 18, 2020
Beforehand:
Barron’s: Placid Occasions Forward? August 6, 2007
A Memo Discovered within the Road (*Mirror)
By Barry L. Ritholtz
Sept 29, 2008
Batnick: Crushing It With Content material (February 6, 2022)
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1. High 0.62% to be exact. There are ~17,000 corporations, of which 15kish are registered with the S.E.C. That’s to say nothing of all the hybrid Dealer-Sellers, and all of the advisors at wire homes. FINRA reviews there are 634,500 registered representatives in complete.
2. When Blackrock determined in 2022 that their 2015 buy of Future Advisor (their robo) was not their core focus, we agreed to buy the e book in 2023 and repair these purchasers in our digital platform, with a dwell human advisor included.
3. Placid Occasions Forward? By Jim McTague, Aug 06, 2007
4. A Memo Discovered within the Road
By Barry L. Ritholtz
Barron’s, Sept 29, 2008
As I wrote on the time, “It was a pleasure working with Thom Donlan on this, who turned my blunt, meandering scribbles right into a razor-sharp scalpel.”
5. Barry Ritholtz and Josh Brown Gained’t Predict The Market, However They’ll Speak About Something Else.
By Leslie P. Norton
Barron’s, Dec 18, 2020
6. Michael Batnick: Crushing It With Content material
By Steve Garmhausen
Barron’s Feb. 4, 2022
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Disclosure:
Barron’s ranked Ritholtz Wealth Administration (RWM) #100 of their 2025 “Barron’s High RIA Corporations” in September, 2025. The annual rating is predicated on knowledge compiled for RWM’s registered funding adviser and was primarily based on June thirtieth knowledge, together with annual figures for the earlier three years. No payment was paid for participation within the rating.
The rating is predicated on agency surveys, and filings with the regulatory databases had been used to cross-check the info offered. The rankings are primarily based on belongings managed by the corporations, progress, expertise spending, employees variety, succession planning, and different metrics. The system Barron’s makes use of to rank corporations is proprietary. The system options three main classes of calculations: (1) Belongings (2) Income (3) High quality of apply. The variety of corporations included within the 2025 rating was 100. For the primary time, Barron’s is rating the biggest registered funding advisor corporations individually from its broader RIA rating.
For our checklist of mega RIAs, we chosen corporations that handle 2% or extra of the entire belongings of all rating candidates. This 12 months, that creates a threshold of $70 billion in belongings. For extra info, go to https://www.barrons.com/articles/barrons-methodology-for-ranking-financial-advisors-51615843316. The rating doesn’t point out future efficiency, and there’s no assure of future success.
