40 S. Main St.
Suite 1800
Memphis, Tennessee 38103
Tel: 901-251-1330
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 115927 |
SEC# | 801-64837 |
Assets Managed by Firm | $7,645,255,735 |
No. of Clients | 20038 |
No. of Advisors | 457 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 20038 | $7,645,255,735 |
Individuals (other than high net worth individuals) | 18277 | $4,128,871,899 |
High net worth individuals | 1364 | $3,096,830,079 |
Pension and profit sharing plans | 162 | $137,425,311 |
Charitable organizations | 40 | $57,731,448 |
Corporations or other businesses | 192 | $223,223,382 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$651,482,000,000 | 62140 | 4565 | |
$14,371,072,726 | 37 | 37 | |
$13,961,190,744 | 9 | 48 | |
$12,356,541,464 | 8945 | 236 | |
$10,409,129,905 | 208 | 42 |
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