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Benjamin Carlson, portrait

Benjamin Carlson

Managing Member at Ritholtz Wealth Management in Grand Rapids, MI

Investment adviser registrationUpdated

Benjamin Carlson is Managing Member of Ritholtz Wealth Management, an investment adviser managing $9.42B, and works from its Grand Rapids, MI office. Benjamin Carlson has been registered as an investment adviser representative through Ritholtz Wealth Management since 14 February 2023 and has 3 years in the industry across 1 firm.

3
Years in industry
3
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 21 October 2026SEC record

Career

Benjamin Carlson has been Managing Member of Ritholtz Wealth Management since April 2019, is not listed as a control person, but directly owns under 5% of the firm.

Ritholtz Wealth Management is a New York, NY firm with $9.42B under management, 4,221 clients and 48 advisers across 15 offices, as of its August 2026 filing.

Ben Carlson is Director of Institutional Asset Management of Ritholtz Wealth Management. Carlson started a website and reached out to Josh before joining in late 2015 to build out the firm's institutional and family office division. Carlson and Michael Batnick host the podcast Animal Spirits.

  1. Ritholtz Wealth ManagementCurrent
    – present · 3 years
    Grand Rapids, MI · Adviser representative · Firm CRD 168652

Credentials and registrations

Professional designations

Listed by Ritholtz Wealth Management

  • CFA®

Investment adviser representative registrations

Benjamin Carlson is registered as an investment adviser representative in Michigan, since February 2023.

  • MichiganSince 14 February 2023

Examinations

No examinations are on Benjamin Carlson’s record.

Key facts

Full name
Benjamin Patrick Carlson
CRD
7115957
Firm
Ritholtz Wealth Management · CRD 168652
Role
Managing Member
Office
Grand Rapids, MI
Registration
Investment adviser registration
In the industry since
February 2023
Disciplinary history
Not yet shown here · SEC record
Firm bio
ritholtzwealth.com

Common questions

Where does Benjamin Carlson work?

Benjamin Carlson has been Managing Member of Ritholtz Wealth Management since April 2019.

Source: Form ADV, Schedule A, filed 10 August 2026

Is Benjamin Carlson a financial advisor?

Yes. Benjamin Carlson has a current investment-adviser registration in Michigan, through Ritholtz Wealth Management since February 2023.

Source: IAPD individual record, checked 21 October 2026

How many years of experience does Benjamin Carlson have?

Benjamin Carlson has 3 years in the financial industry, since February 2023, across 1 adviser firm.

Source: IAPD individual record, checked 21 October 2026

Where is Benjamin Carlson based?

Benjamin Carlson’s registered office is in Grand Rapids, MI.

Source: IAPD individual record, checked 21 October 2026

Is Benjamin Carlson registered with FINRA?

No. Benjamin Carlson has no current broker registration.

Source: IAPD individual record, checked 21 October 2026

Is Benjamin Carlson a CFA charterholder?

Ritholtz Wealth Management lists Benjamin Carlson with the CFA credential (“CFA®”) on its website. CFA Institute confirms certification status.

Source: Ben Carlson, CFA® biography, ritholtzwealth.com

How can I verify Benjamin Carlson’s record?

Search CRD 7115957 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Benjamin Carlson’s full registration record.

Source: IAPD individual record, checked 21 October 2026

Leadership at Ritholtz Wealth Management

Sources

  1. IAPD individual record, CRD 7115957, checked 21 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Ritholtz Wealth Management, filed 10 August 2026. Title, control and ownership bands.
  3. Ritholtz Wealth Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.
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