Ritholtz Wealth Management Revenue, Growth & Competitor Profile

DBA COMPREHENSIVE PORTFOLIO MANAGEMENT, LLC

Company Profile & Annual Report for Ritholtz Wealth Management

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Ritholtz Wealth Management Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	24 West 40th Street 15th Floor New York, NY 10018

Note: Revenues for privately held companies are statistical evaluations.


Ritholtz Wealth Management's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Ritholtz Wealth Management's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Ritholtz Wealth Management is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Ritholtz Wealth Management Annual Revenue and Growth Rate

Ritholtz Wealth Management	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Ritholtz Wealth Management's revenues are gauged from an analysis of company filings.

Ritholtz Wealth Management's Income Statement (based on Industry Averages)

Ritholtz Wealth Management P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Ritholtz Wealth Management is developing and marketing. Ritholtz Wealth Management doesn't have any recent trademark applications, indicating Ritholtz Wealth Management is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
GOOD ADVICE Financial management; Financial management via the Internet; Investment advisory services; Advice relating to investments; Financial planning and investment advisory services; Financial services, namely, wealth management services; Providing financial information and financial advice via a website	02/09/2023
LIFTOFF Investment management services	12/02/2014

See all trademarks and details in the Full Report.

Market Share of Ritholtz Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Ritholtz Wealth Management, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Ritholtz Wealth Management. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	100
BLACKROCK	New York, NY	14
MERRILL LYNCH	New York, NY	14
NASDAQ	New York, NY	11
MIZUHO SECURITIES USA	New York, NY	9
CREDIT SUISSE ASSET MANAGEMENT	New York, NY	9

Other Companies at 24 West 40th Street, New York NY

Company	Headquarters	Revenue ($ MM)
ALIGNED CLIMATE FUND	New York, NY	100
SEELE	New York, NY	92
ALITALIA S.A.I	New York, NY	1
METIER TRIBECA	New York, NY	0
7THONLINE	New York, NY	0

Future Competition: Ritholtz Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Ritholtz Wealth Management and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)