Updated November 21, 2023
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B. Riley Wealth Advisors

Investment Advisor Firm
Total assets under management$6.9B
Years in business19+

About B. Riley Wealth Advisors

B. Riley Wealth Advisors is a financial advisory company that offers comprehensive and collaborative financial solutions to a wide range of clients, including individuals, families, businesses, institutions, non-profits, trusts, foundations, and endowments. As a registered broker-dealer with FINRA and a registered investment adviser (RIA) with the SEC, B. Riley provides its clients with the expertise and resources necessary to develop sound financial strategies based on their unique goals.

What sets B. Riley apart from its competitors is its unmatched and diversified financial services platform built over the past 25 years. Unlike other companies focusing on specific business sectors, B. Riley's financial solutions transcend traditional boundaries and allow a more comprehensive approach to serving clients. This flexibility empowers B. Riley to adapt to different market conditions and provide full-service collaborative solutions at every stage of the business life cycle.

While B. Riley's grassroots efforts may have gone unnoticed by many, its execution across the platform and overall performance have not. The company's diverse business capabilities exceed traditional financial services offerings. By leveraging cross-platform expertise and assets, B. Riley's various business units are uniquely positioned to provide innovative solutions to meet clients' needs.

One notable aspect of B. Riley is its willingness to invest its own capital in opportunities derived from the platform itself. This demonstrates the company's commitment to maximizing return on investment by leveraging in-house operational expertise.

B. Riley Advisory Services is another branch of the company that specializes in providing clients with specialty financial advisory services and solutions. With a team of seasoned professionals with deep industry expertise, B. Riley Advisory Services is a trusted partner for attorneys, lenders, private equity sponsors, and companies facing critical matters at different business life cycles.

In addition to offering specialized advisory services, B. Riley has established itself as a go-to firm for valuation and appraisal services within the asset-based lending community. The company's forensic accounting and litigation support professionals are frequently called upon for high-stakes litigation cases, while its restructuring and turnaround professionals are known for their expertise in complex matters.

Overall, B. Riley Wealth Advisors is a reputable financial advisory company that prides itself on its comprehensive approach to serving clients. With a diverse array of business capabilities and a team of experienced professionals, B. Riley is well-positioned to provide tailored financial solutions to meet the unique needs of its clients across various sectors and market conditions.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Investment Management
  2. Education Planning
  3. Wealth Management
  4. Retirement Planning
  5. Risk Management
  6. Trust Coordination
  7. Legacy Planning
  8. Wealth Transfer

More about B. Riley Wealth Advisors

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
115927410

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Pricing options

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