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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Ritholtz Wealth Management

NEW YORK, NY
CRD: 168652
In network coverage since August 18, 2026 · 4 stories
$9.4BRegulatory AUMSEC Form ADV · Oct 24
83EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Aug 22 – Oct 24
Deal recordFull tracker →
Jun 15, 26Fund launchFranklin Templeton
Network coverage
The Close

The talent war moved up the org chart

The desks that produce advisor teams are now the scarce asset, and seven firms paid for them in one week.
The Close · Sep 17The next M&A multiple is a refill rate
RIA · Sep 16Ritholtz's forever firm runs on equity handed to 29 employees
Products & portfolios · Aug 18Franklin Templeton packages private markets into model portfolios

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