Private Wealth Group

The Private Wealth Group is composed of a select group of B. Riley Wealth's leading financial advisors. Collectively, they possess decades of experience and specialized skills as evidenced by designations including Chartered Financial Analyst®, Certified Financial PlannerTM, Certified Plan Fiduciary Advisor®, Certified Retirement Plan SpecialistSSM, Retirement Income Certified Professional®, Accredited Asset Management SpecialistSM, and Accredited Investment Fiduciary®.

These advisors can help you navigate the most complex financial issues by leveraging the expansive capabilities and expertise of the B. Riley platform. They deliver sophisticated financial solutions finely tuned to the particular needs of high-net worth individuals, multi-generational families, business owners, corporate executives, family offices, trusts, and retirement plan sponsors.

Click the tiles below to learn about their individual credentials and areas of focus.