Rick Ferri

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Rick Ferri
Photo by Paul (sddiehard)
Nationality American
Alma mater Walsh College
Occupation Retired founder of a registered investment adviser (RIA) firm
Notable work All About Asset Allocation,
The Power of Passive Investing

Rick Ferri is a Bogleheads® reading list author.

My career in the investment adviser industry offers a remarkable history of empowering people to achieve ambitious goals with passive investments. In 1999, I founded a Registered Investment Adviser (RIA) firm. Prior to that, I gained 10 years of experience as an adviser in the brokerage industry where I was an early adopter of index funds and ETFs. I became a champion for low fee investing in the RIA industry. Dedicated to sharing best practices while leveraging in depth knowledge of markets, strategies, and portfolio growth techniques.

A few notable achievements include:

  • I hold a Master of Science in Finance from Walsh College and I'm a CFA Charterholder.
  • I have authored 6 books and hundreds of articles on investing.
  • Became a Forbes.com and Wall Street Journal columnist.
  • Coauthored a white paper that won the S&P Dow Jones Indices' 3rd Annual SPIVA Award for a research report.

Now I spend my time traveling and writing. Thank you all!

— Rick Ferri


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Rick Ferri discusses his book, The Power of Passive Investing, with Morningstar.

Video.png Ferri: The Power of Passive Investing