B. Riley Financial Varied

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.

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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

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

Wrapping Up a Bumpy 2020: Smart Financial Moves to Close Out the Year from B. Riley Wealth Management

Wealth Management Media Center

As investors wind down one of the most unpredictable years in recent memory, it's wise to consider potential tax implications stemming from the pandemic and the recent passage of the Coronavirus Aid, Relief and Economic Security, or CARES Act....

B. Riley Wealth Management Q&A Series: Senior Managing Director and Structured Settlement Specialist Albert Alexander, Memphis

November 12, 2020

Boutique Disruptors: A Conversation with Tony Sirianni and Craig Pirtle of B. Riley Wealth Management

November 4, 2020

Is Your Estate Plan Up-to-Date? Practical Estate Planning Guidance from B. Riley Wealth Management

October 23, 2020

B. Riley Wealth Management Welcomes Kyle Gabhart to its Independent Advisor Channel in the Dallas/Fort Worth Area

October 15, 2020
MEDIA CENTER

Executive Leadership

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Chuck Hastings

Philip Zanone headshot

Philip Zanone

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Craig Pirtle

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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.