B. Riley Wealth Management

Overview

B. Riley Wealth Management is organized as a corporation and is classified in the source data as an investment bank–affiliated wealth management operation. The profile indicates ownership by a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is noted as not pursuing active ESG investing. The available material does not provide granular detail on advisory models, fee schedules, or client segmentation. The firm’s data flags several negative/absent descriptors (for example, not a pension consultant and not a related adviser), which suggests a focused set of wealth-management activities rather than a broad consulting or multi-adviser platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices