Rick Ferri

From Bogleheads
Jump to: navigation, search
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


Any purchases made at Amazon.com will result in a small referral fee for us. It does not cost you anything extra.


Bogleheads on Investing podcastRSS Feed icon - 200px.png RSS feed

Episode 007: Bogleheads on Investing - guest Mike Piper, host Rick Ferri (06 March 2019)

Mike Piper is our guest in Episode 7. Mike is a licensed CPA, author of the popular Obl...

Episode 006: Bogleheads on Investing - guest Dan Egan, host Rick Ferri (06 February 2019)

Dan Egan is our guest in Episode 6. Mr. Daniel P. Egan is the Director of Behavioral Finance and Investing at Betterment and an up-and-coming leader in...

Episode 005: Bogleheads on Investing - guest Gus Sauter, host Rick Ferri (08 January 2019)

Gus Sauter is our guest in Episode 5. This information packed podcast is with guest Mr. George Upham Sauter, fondly known as...

Episode 004: Bogleheads on Investing - guest Christine Benz, host Rick Ferri (13 December 2018)

Christine Benz is our guest in Episode 4. This information packed podcast with guest Christine Benz<...

Episode 003: Bogleheads On Investing - guest Jonathan Clements, host Rick Ferri (06 November 2018)

Jonathan Clements is our guest in Episode 3. Jonathan is the founder and editor of HumbleDollar. During his long career as a financial writer he has w...

This podcast is also available on iTunes, Stitcher, and Google Play Music (login required).


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

Video.png Ferri: The Power of Passive Investing

External links