This information helps you understand what we do and what it does not cover.
1. General information for everyone
The information provided on this site is general in nature and does not reflect any individual's financial objectives, circumstances or needs. Ritholtz Wealth Management, Inc. offers its services only in jurisdictions where it is permitted to do so by law.
2. Risk and returns
Investing involves risk, including the possible loss of principal. Diversification and asset allocation do not ensure profit or protect against loss. Past performance is no guarantee of future results.
3. Our clients and assets
As of 10/12/2026, the firm serves approximately 396,000 clients managing $9.1 billion in client assets.
4. Tax and legal matters
The firm does not provide tax advice or legal advice. For tax questions, consult a qualified tax professional. For legal questions, consult an attorney.
5. Information requests
Requesting information about the firm's services through this site is free and does not establish a client relationship.
Disclosures · Ritholtz Wealth Management, Inc. · 305 West Lincoln Street, Phoenix, AZ 85003, United States ·
Updated