B. Riley Financial Varied

Wealth Management

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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:

  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.

Click here to find an advisor near you

Wealth Management Capabilities

Individual Client Services

Business Client Services

Market Insights

Paul Dietrich Market Commentary
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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

Financial Literacy Month: Examining Your Finances One Year After the COVID-19 Shutdown

Wealth Management Media Center

April marks the beginning of National Financial Literacy Month, which was created to highlight the importance of financial education, wellness and healthy spending habits among Americans. This year, the message of financial literacy is...

B. Riley Wealth Management Women in the Spotlight: Lisa Marcelli, Senior Vice President and Financial Advisor, Houston

March 25, 2021

B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform

February 25, 2021

B. Riley Wealth Management Welcomes Steven Arcos As Los Angeles Branch Manager

February 8, 2021

Preparing for a New Kind of Retirement: Planning Tips for a Secure Retirement

February 4, 2021
MEDIA CENTER

Executive Leadership

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Chuck Hastings
Craig Pirtle headshot

Craig Pirtle
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Philip Zanone
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Michael Markunas
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Steve Bonnema
B. Riley Financial's diverse suite of services goes beyond traditional financial service offerings. By leveraging cross-platform expertise and assets, B. Riley Financial companies are uniquely positioned to provide full service, collaborative solutions to our clients at every stage of the business life cycle and in all market conditions.

B. Riley refers to B. Riley Financial, Inc. and/or one or more of its subsidiaries or affiliates. Click here for further details.

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B. Riley Financial all rights reserved.

B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform


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