Wealth Management
Welcome to the new B. Riley Wealth
Management website! While our site has a fresh look, it's still the place to
find information about our wealth management services, plus so much more. For
quick access to your B. Riley Wealth investment accounts, click the orange Account
LogIn button in the top right corner of the site. To contact your B. Riley
Wealth financial advisor, or begin a conversation with us, check out the new Financial
Advisor Directory.
EXPERTISE, EXPERIENCE AND RESOURCES TO HELP YOU GROW, PROTECT AND ENJOY YOUR WEALTH
Our
advisors share consultative investment advice and financial expertise with
clients to develop comprehensive wealth plans specifically suited to clients'
financial goals. Our advisors 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 Management advisors 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.
Wealth Management Capabilities
Financial Advisor Opportunities
Financial Advisors looking for a new partner are encouraged to click here to learn more about what B. Riley Wealth Management has to offer.
Not a Financial Advisor, 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.
Featured News
B. Riley Wealth Management Welcomes Robert Anthony From J.P. Morgan Securities As Houston Branch Manager
Wealth Management Media Center
Tips for Saving for Your Child’s Education While Planning for Retirement from B. Riley Wealth Management
September 9, 2020
How can women stand out in the wealth management industry? Learn more from some of B. Riley Wealth Management’s most successful female...
August 26, 2020
B. Riley Wealth Management Expands Independent Channel with West Coast Advisors Steven Behrle and Joseph Bergin
August 10, 2020
James Swinney Joins B. Riley Wealth Management As Senior Vice President
August 3, 2020
Executive Leadership
Chuck Hastings
Philip Zanone
Craig Pirtle
Michael Markunas
