Wealth Management

A BEST-IN-CLASS FINANCIAL SOLUTIONS PLATFORM

B. Riley Wealth offers a world-class wealth management and financial planning platform designed to provide clients with a full suite of services including brokerage, investment management, insurance and tax preparation services.

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EXPERTISE, EXPERIENCE AND RESOURCES TO HELP YOU GROW, PROTECT AND ENJOY YOUR WEALTH

Our financial professionals share consultative investment advice and financial expertise with clients to develop comprehensive wealth plans specifically suited to clients' financial goals. Our financial professionals also have access to extensive capital market products and services, including award-winning equity research through B. Riley Securities.

From individuals and families to businesses and non-profit organizations, B. Riley Wealth financial professionals have the expertise, experience and resources to help a broad range of clients achieve their financial goals.

Our 3-step approach to wealth management:

We get to know you and your goals, expectations and complete financial picture.
We leverage our deep resources and in-house experts to create a customized financial strategy.
We monitor your progress and recommend adjustments when needed to keep you on track.

Click here to find a financial professional near you

Individual Client Services

Business Client Services

Tax Services

Market Insights

Financial Professional Opportunities

Financial Professionals looking for a new partner are encouraged to click here to learn more about what B. Riley Wealth has to offer.

Not a Financial Professional, but interested in a career with B. Riley? We are always looking for highly motivated, analytical self-starters with proficiency in the financial services industry to join our team of professionals. If you're interested in the opportunity to grow and contribute valuable ideas that help us better serve our clients, we encourage you to click here to explore our open positions.