B. Riley Wealth Advisors, Inc.
B. Riley Wealth Advisors, Inc. (CRD# 115927) is a financial advisory firm headquartered in Memphis, TN. They manage $7,645,255,735 in 20,038 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management7,645MILLION
-
Total Number of Accounts20,038ACCOUNTS
-
Average Account Value$381,538
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Joseph Koch (CRD# 1465209) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Plymouth, MI and has over 38 years of experience in the finance industry.
Dolores Kong (CRD# 4470059) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Boston, MA and has over 22 years of experience in the finance industry.
Thomas Kowalczyk (CRD# 5630382) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Dallas, TX and has over 15 years of experience in the finance industry.
Ann Kuppe (CRD# 2482176) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Harbert, MI and has over 29 years of experience in the finance industry.
Spencer Larson (CRD# 816737) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Boston, MA and has over 41 years of experience in the finance industry.
Kelly Lawrence (CRD# 4233860) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Boston, MA and has over 10 years of experience in the finance industry.
Abbey Ledoux (CRD# 4218794) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Boca Raton, FL and has over 7 years of experience in the finance industry.
Mark Lefevre (CRD# 859944) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Palatine, IL and has over 43 years of experience in the finance industry.
Todd Lefevre (CRD# 2368383) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Palatine, IL and has over 27 years of experience in the finance industry.
Neal Leisch (CRD# 3024416) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in San Diego, CA and has over 26 years of experience in the finance industry.