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B. RILEY WEALTH ADVISORS, INC.

40 S. Main St.
Suite 1800
Memphis, Tennessee 38103
Tel: 901-251-1330

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About B. RILEY WEALTH ADVISORS, INC.

B RILEY WEALTH ADVISORS, INC, formally registered with the SEC as B RILEY WEALTH ADVISORS, INC. The firm was established in 11/03/2005. They have over 110 offices throughout the country.

B. RILEY WEALTH ADVISORS, INC. is a Memphis, Tennessee based Financial Planning firm with nearly $7,645,255,735 assets under management, offering retirement planning & investment advisory services to 20038 clients. The firm is staffed with 457 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#115927
SEC#801-64837
Assets Managed by Firm$7,645,255,735
No. of Clients20038
No. of Advisors457

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total20038$7,645,255,735
Individuals (other than high net worth individuals)18277$4,128,871,899
High net worth individuals1364$3,096,830,079
Pension and profit sharing plans162$137,425,311
Charitable organizations40$57,731,448
Corporations or other businesses192$223,223,382

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NEPHILA ADVISORS LLC
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ARCLINE INVESTMENT MANAGEMENT LP
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FIRST HORIZON ADVISORS, INC
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GERBER/TAYLOR MANAGEMENT LLC
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Memphis, TN, 38103
$10,409,129,90520842

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