Wealth Management
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 Marc Liberman to Miami Branch as Senior Vice President
Wealth Management Media Center
B. Riley Wealth Management’s Commitment to Your Transition
April 15, 2021
Financial Literacy Month: Examining Your Finances One Year After the COVID-19 Shutdown
April 7, 2021
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
