Benjamin Patrick Carlson
Financial advisor at Ritholtz Wealth Management · New York, NY
Last updated 2026-10-10
Claim your profileBenjamin Patrick Carlson is a financial advisor at Ritholtz Wealth Management in New York, NY, CRD 7115957. First registered 2023-02-14.
Registration
- CRD number
- 7115957
- Registration status
- Active
- First registered
- 2023-02-14
- Years of experience
- 11
- States registered
- MI
Licenses and exams
No state licenses or exam codes are listed on the registration.
Designations
- Chartered Financial Analyst
Work history
- 2015-09 to Present · Ritholtz Wealth Management · New York, NY
Current employment
- Ritholtz Wealth Management · New York, NY
Ritholtz Wealth Management
- Regulatory AUM
- $9,423,491,497
- Registered advisors
- 58
- Offices
- 38
- Clients per advisor
- 72.8 (Moderate)
- Average AUM per client
- $2.2M (Low)
- High-net-worth client ratio
- 34.2% (Moderate)
Ritholtz Wealth Management: advisors, services and reported ETF investments
Reported ETF positions
Ritholtz Wealth Management reports 210 ETF positions worth $3.5B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VTI — Vanguard Morningstar Total Stock Market ETF | $625.2M |
| IVV — iShares Core S&P 500 ETF | $356M |
| STIP — iShares 0-5 Year TIPS Bond ETF | $257.7M |
| QQQ — Invesco QQQ Trust, Series 1 | $249.4M |
| FBND — Fidelity Total Bond ETF | $185M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Ritholtz Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $356M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $356M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | DMBS — DoubleLine Mortgage ETF | $2M | Top 99.5% | Residual alpha +0.60% · Residual Sharpe 0.10 |
| Diversification Benefits | DCRE — DoubleLine Commercial Real Estate Debt ETF | $1.5M | Top 98.7% | Replicability (R²) 57.6% · Residual Sharpe 2.67 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Ritholtz Wealth Management on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Accountant or Accounting Firm
- Insurance Company or Agency
- Adviser to Any Private Fund
Location
24 West 40th Street, New York, NY 10018
37 advisors at this office.
Contact
The firm's filed contact details.
Official record
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