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:

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