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Experienced Financial Advisors B. Riley Wealth Management boasts experienced financial advisors who leverage diverse resources to create sound financial strategies for clients. This expertise presents an opportunity to offer tailored financial solutions to individuals, families, and businesses seeking comprehensive wealth management services.

Recent Invested Stake The recent investment by B. Riley Wealth Management in Gaia, valued at $102,000, indicates a proactive approach towards diversifying assets. This signals a potential opportunity to engage with similar companies looking to strengthen their investment portfolios.

Strategic Senior Hire The hiring of Jay Murphy as Senior Managing Director of Investments reflects B. Riley Wealth Management's commitment to growth and expertise. Leveraging this key personnel addition, there is an opportunity to engage with clients seeking innovative and knowledgeable investment management solutions.

Comprehensive Financial Solutions B. Riley Wealth Management positions itself as a provider of collaborative financial solutions tailored to meet diverse needs. This approach opens doors to engage with organizations, non-profits, and institutions looking for a partner to address complex financial requirements in a personalized manner.

Robust Tech Stack Utilization With a tech stack including FactSet, Microsoft Excel, and C#, B. Riley Wealth Management demonstrates a commitment to leveraging modern tools in financial services. This technological foundation offers an opportunity to engage with tech-savvy clients seeking innovative and efficient financial solutions.

Similar companies to B. Riley Wealth Management

B. Riley Wealth Management Tech Stack

B. Riley Wealth Management uses 8 technology products and services including FactSet, Microsoft Excel, Modernizr, and more. Explore B. Riley Wealth Management's tech stack below.

  • FactSet
    Business Intelligence
  • Microsoft Excel
    Editors
  • Modernizr
    Javascript Libraries
  • Google Maps
    Maps
  • Microsoft
    Miscellaneous
  • C#
    Programming Languages
  • Adobe Creative Suite
    Visualisation Software
  • Linkedin
    Widgets

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%
FiLast@brileywealth.comJoDoe@brileywealth.com
1%

Frequently Asked Questions

Where is B. Riley Wealth Management's headquarters located?

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B. Riley Wealth Management's main headquarters is located at 40 S Main St Memphis, Tennessee US. The company has employees across 3 continents, including North AmericaEuropeAsia.

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.

How much revenue does B. Riley Wealth Management generate?

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As of July 2024, B. Riley Wealth Management's annual revenue reached $75M.

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 July 2024, B. Riley Wealth Management has approximately 331 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: M. M.Chief Executive Officer & Chief Compliance Officer: W. R.Chief Compliance Officer: M. A.. 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 FactSetMicrosoft ExcelModernizrGoogle MapsMicrosoftC#Adobe Creative SuiteLinkedin.

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 . 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

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

Headquarters
40 S Main St Memphis, Tennessee US
Phone number
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
201-500

Section iconFunding & Financials

  • $50M$100M

    B. Riley Wealth Management's revenue is in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    B. Riley Wealth Management's revenue is in the range of $50M$100M

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