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


Bogleheads.org is an Amazon Associate and may earn from qualifying purchases made through Amazon.com.


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

Episode 011: Bogleheads on Investing - guest Mel Lindauer, host Rick Ferri (08 July 2019)

Mel Lindauer, CFS, WMS, was dubbed "The Prince of the Bogleheads" by Jack Bogle. He's one of Episode 010: Bogleheads on Investing - guests Debbie Fuhr and Robin Powell, host Rick Ferri (06 June 2019)

Debbie Fuhr and Robin Powell are my guests on Episode 10. Our focus is on the global growth...

Episode 009: Bogleheads on Investing - guest Dr. Wesley Gray, host Rick Ferri (11 May 2019)

Dr. Wesley R. "Wes" Gray is my guest in Episode 9, and our focus is on "factor" investing. Dr. Gray is the CEO of Alpha Architect, an author, portfo...

Episode 008: Bogleheads on Investing - guest Allan Roth, host Rick Ferri (05 April 2019)

Allan Roth is my guest in Episode 8, and our focus in on the investment advice industry. Allan is a licensed CPA, a C...

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...

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


  1. Bogleheads® forum topic: "Serious Money" book - Free download, Rick Ferri. Apr 14, 2019

External links