Come meet us in Austin, Texas this June!

Why did we open an office in Austin, Texas?

Is it because the city is expected to add another 1.5 million residents by 2040, making it 4 million?


Is it because more than 25 million people visit Austin each year, and more and more visitors come from Rome or Hawaii annually?


Is it because Austin has the fastest growing number of millionaires in the US (doubled between 2012 and 2022 to 30,500) including 86 millionaires and 9 billionaires?


Food trucks definitely have to be next. or bat? Willie Nelson? University of Texas? Josh’s favorite restaurant is Red Ash? Formula 1? Breaker Woods? Barton Creek? Zilker?

No. No. No, and no.

Why did we open in Austin? The same reason we opened every other place where Ritholtz Wealth Management can find its roots: We found the right consultant. Since our founding, we’ve made a conscious decision to expand based on people, not zip codes or prestige. That’s why we have offices in Oregon and South Carolina, but not one in Los Angeles, Washington, D.C., or Miami. We’re not looking for pockets of the wealthy or cool neighborhoods. Instead, we’re doing what we’ve always done: identifying talented financial planners who align with our culture and can take great care of our audiences and customers.

And every now and then, without trying too hard, we come across the next candidate who is a perfect fit for the company. And only perfect fits you get. Michael is very vigilant about it. In 2021 we have appointed two financial advisors. In 2022 we will not hire anyone. No rush.

Anyway, I am happy to tell you that we have found our financial planner for Austin, Texas and it is now open for business. Austin is a great city for our company – we’ve spent a lot of time there over the years and have a lot of fans, readers and viewers in the area. We love it and are so excited to have another reason to visit.

We will publish on June 12, 13 and 14 in the city meeting with the company’s clients and potential customers in the region. If you’ve always been interested in what it’s like to be a client of Ritholtz Wealth Management, here’s your chance. We hold a number of sites booked and would love to meet you while we are there. He brings eight superstar financial planners and customer service reps to town, along with co-founder Chris Finn and our new company president, Jay Tenney.

For calendar: Subject line: austin.

Or call 212-625-1200 if you have any additional questions.

Likewise, if you are a financial advisor in Texas looking to learn more about how you can take your career to the next level, be sure to get in touch.

BarryToast Smaart Company Accounting, Tax, & Insurance Services Smaart Company Accounting, Tax, & Insurance Services

(Here we are in 2019 raising a glass at the company’s first outpost. Austinites will easily recognize this room as the indoor/outdoor dining room at Lambert’s on 2nd Street.)

If you’d like to talk to us about your situation but aren’t from Texas, that’s great too, we’re standing by:

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