Ek Riley Investments, LLC

Ek Riley Investments, LLC (CRD# 121003) is a financial advisory firm headquartered in Seattle, WA. They manage $673,067,554 in 1,822 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    673
    MILLION
  • Total Number of Accounts
    1,822
    ACCOUNTS
  • Average Account Value
    $369,411
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, ME, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA

Financial Advisors at Ek Riley Investments, LLC
Showing 1 - 10 of 43 top financial advisors.
1
Daniel D. Adriatico
CRD#: 5066140
1420 5th Avenue Suite 3300, Seattle, WA 98101

Daniel Adriatico (CRD# 5066140) is an Investment Advisor Representative working at Ek Riley Investments, LLC in Seattle, WA and has over 9 years of experience in the finance industry.

2
Dana R. Allen
CRD#: 2908774
8927 West Tucannon Avenue, Suite 200, Kennewick, WA 99336

Dana Allen (CRD# 2908774) is an Investment Advisor Representative working at Ek Riley Investments, LLC in Kennewick, WA and has over 21 years of experience in the finance industry.

3
Byron D. Anderson
CRD#: 4343486
1420 5th Avenue, Suite 3300, Seattle, WA 98101

Byron Anderson (CRD# 4343486) is an Investment Advisor Representative working at Ek Riley Investments, LLC in Seattle, WA and has over 13 years of experience in the finance industry.

4
Leslie D. Archer
CRD#: 3101438
1005 Sw Disk Drive, Suite 101, Bend, OR 97702

Leslie Archer (CRD# 3101438) is an Investment Advisor Representative working at Ek Riley Investments, LLC in Bend, OR and has over 20 years of experience in the finance industry.

5
Gail K. Baker
CRD#: 2749741
1420 5th Avenue Suite 3300, Seattle, WA 98101

Gail Baker (CRD# 2749741) is an Investment Advisor Representative working at Ek Riley Investments, LLC in Seattle, WA and has over 20 years of experience in the finance industry.

6
Maria E. Becerra
CRD#: 4938375
8927 West Tucannon Avenue, Suite 200, Kennewick, WA 99336

Maria Becerra (CRD# 4938375) is an Investment Advisor Representative working at Ek Riley Investments, LLC in Kennewick, WA and has over 11 years of experience in the finance industry.

7
Brian P. Bertsch
CRD#: 2775727
1420 5th Avenue, Suite 3300, Seattle, WA 98101

Brian Bertsch (CRD# 2775727) is an Investment Advisor Representative working at Ek Riley Investments, LLC in Seattle, WA and has over 22 years of experience in the finance industry.

8
Michael J. Black
CRD#: 2891368
1420 5th Avenue, Suite 3300, Seattle, WA 98101

Michael Black (CRD# 2891368) is an Investment Advisor Representative working at Ek Riley Investments, LLC in Seattle, WA and has over 22 years of experience in the finance industry.

9
Mark S. Corcoran
CRD#: 2490867
1420 5th Avenue, Suite 3300, Seattle, WA 98101

Mark Corcoran (CRD# 2490867) is an Investment Advisor Representative working at Ek Riley Investments, LLC in Seattle, WA and has over 12 years of experience in the finance industry.

10
Daniel S. Costello
CRD#: 5948195
1420 5th Avenue, Suite 3300, Seattle, WA 98101

Daniel Costello (CRD# 5948195) is an Investment Advisor Representative working at Ek Riley Investments, LLC in Seattle, WA and has over 3 years of experience in the finance industry.

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