Insights

Financial Growth Potential With a substantial revenue range of 250M to 500M and a client portfolio spanning individuals, families, and institutions, B. Riley Wealth Management presents significant cross-selling opportunities for additional financial products and advisory services.

Expansion & Leadership Recent high-level staffing additions, such as hiring a Senior Managing Director of Investments, indicate ongoing growth and strategic talent acquisition, opening avenues for tailored investment solutions and premium service offerings.

Diverse Asset Investments The company's recent stake purchase in Gaia exemplifies an interest in alternative and growth assets, suggesting potential for collaborative investment opportunities and tailored asset management solutions.

Industry Positioning Operating amidst large competitors like Charles Schwab and Fidelity yet maintaining a distinct boutique approach offers opportunities to differentiate and target niche segments seeking personalized wealth management services.

Technology & Infrastructure Utilizing modern web technologies and data tracking tools positions B. Riley Wealth to efficiently engage prospects and enhance digital outreach efforts, facilitating targeted sales campaigns and automation in client acquisition.

B. Riley Wealth Management Tech Stack

B. Riley Wealth Management uses 8 technology products and services including WordPress, MySQL, Underscore.js, and more. Explore B. Riley Wealth Management's tech stack below.

  • WordPress
    Content Management System
  • MySQL
    Database
  • Underscore.js
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Tag Manager
    Tag Management
  • ZURB Foundation
    UI Frameworks
  • prettyPhoto
    Web Tools And Plugins

B. Riley Wealth Management's Email Address Formats

B. Riley Wealth Management uses at least 1 format(s):
B. Riley Wealth Management Email FormatsExamplePercentage
FLast@brileywealth.comJDoe@brileywealth.com
90%
FirstLast@brileywealth.comJohnDoe@brileywealth.com
9%
FMiddleLast@brileywealth.comJMichaelDoe@brileywealth.com
1%

Frequently Asked Questions

What is B. Riley Wealth Management's phone number?

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You can contact B. Riley Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is B. Riley Wealth Management's stock symbol?

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B. Riley Wealth Management is a publicly traded company; the company's stock symbol is N/A.

What is B. Riley Wealth Management's official website and social media links?

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B. Riley Wealth Management's official website is brileywealth.com and has social profiles on LinkedIn.

What is B. Riley Wealth Management's NAICS code?

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B. Riley Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does B. Riley Wealth Management have currently?

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As of December 2025, B. Riley Wealth Management has approximately 239 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: M. M.Chief Operating Officer: P. Z.Chief Administrative Officer (cao): S. B.. Explore B. Riley Wealth Management's employee directory with LeadIQ.

What industry does B. Riley Wealth Management belong to?

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B. Riley Wealth Management operates in the Financial Services industry.

What technology does B. Riley Wealth Management use?

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B. Riley Wealth Management's tech stack includes WordPressMySQLUnderscore.jsjQueryPHPGoogle Tag ManagerZURB FoundationprettyPhoto.

What is B. Riley Wealth Management's email format?

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B. Riley Wealth Management's email format typically follows the pattern of FLast@brileywealth.com. Find more B. Riley Wealth Management email formats with LeadIQ.

When was B. Riley Wealth Management founded?

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B. Riley Wealth Management was founded in 1996.

B. Riley Wealth Management

Financial ServicesTennessee, United States201-500 Employees

B. Riley Wealth Management is a FINRA registered broker dealer and a SEC registered investment adviser and provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations and endowments. B. Riley’s experienced financial advisors leverage the diverse resources and expertise of its affiliated companies to help clients create a sound financial strategy based on their financial goals.

About B. Riley Financial, Inc. 
B. Riley Financial (“B. Riley”) provides collaborative solutions tailored to fit the capital raising and business advisory needs of its clients and partners. B. Riley operates through several subsidiaries that offer a diverse range of complementary end-to-end capabilities spanning investment banking and institutional brokerage, private wealth and investment management, financial consulting, corporate restructuring, operations management, risk and compliance, due diligence, forensic accounting, litigation support, appraisal and valuation, auction and liquidation services. B. Riley is headquartered in Los Angeles with offices across the U.S. as well as an international presence. For more information, please visit www.brileyfin.com.

Section iconCompany Overview

Phone number
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
201-500

Section iconFunding & Financials

  • $250M$500M

    B. Riley Wealth Management's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    B. Riley Wealth Management's revenue is estimated to be in the range of $250M$500M

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