Business Client Services


B. Riley Wealth offers dedicated resources and broad expertise in comprehensive financial products and services for corporations, small businesses, non-profits, endowments and foundations.

From day-to-day financial management to your long-term plans for growth, you can count on us to deliver world-class financial services and resources, customized investment strategies, cash management tools and comprehensive investment banking services, with the personal attention and responsive service you expect from B. Riley Wealth.

Personalized financial solutions for the unique and complex financial needs of the corporate executive, so you can focus your attention on what you do best - running your business. See how working with a B. Riley Wealth financial professional can help you be more productive.

Selecting the right corporate retirement plan that's fair to your employees and your bottom line can be challenging. At B. Riley Wealth, we have the expertise, financial tools and industry relationships to help you establish and efficiently manage your company's retirement plan. We'll help you take care of your employees and keep your company on solid financial footing.

Comprehensive financial services means addressing both sides of your balance sheet. From day-to-day financial needs, to borrowing options to help you grow your business or even acquire a new one, a B. Riley Wealth financial professional has the access and expertise to help you manage all your business finances.

When you're ready to take your business to the next level, your B. Riley Wealth financial professional can help you leverage the capital markets expertise and comprehensive investment banking services of our affiliate B. Riley Securities.

Physical injury settlement recipients often need the steady, unbiased, disciplined guidance only a qualified and experienced wealth management professional can provide. We offer unmatched expertise in the areas of structured settlements, trust and fiduciary services and comprehensive wealth management, all delivered with concierge-level service.

The qualified tax professionals of B. Riley Wealth Tax Services division can work with you to prepare annual tax returns, and address more complex strategies to minimize tax liabilities for both individuals and businesses.