B Riley Wealth Management

B Riley Wealth Management (CRD# 2543) is a financial advisory firm headquartered in Memphis, TN. They manage $4,118,839,755 in 9,621 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,119
    MILLION
  • Total Number of Accounts
    9,621
    ACCOUNTS
  • Average Account Value
    $428,109
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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.

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

Financial Advisors at B Riley Wealth Management
Showing 21 - 30 of 184 top financial advisors.
21
Daniel Burges
CRD#: 6124932
13155 Noel Road, Suite 750, Dallas, TX 75240

Daniel Burges (CRD# 6124932) is an Investment Advisor Representative working at B Riley Wealth Management in Dallas, TX and has over 9 years of experience in the finance industry.

22
Amanda H. Burton
CRD#: 4264296
80 West Lancaster Avenue, Suite 210, Devon, PA 19333

Amanda Burton (CRD# 4264296) is an Investment Advisor Representative working at B Riley Wealth Management in Devon, PA and has over 21 years of experience in the finance industry.

23
James R. Bussey
CRD#: 6478880
13155 Noel Road, Suite 750, Dallas, TX 75240

James Bussey (CRD# 6478880) is an Investment Advisor Representative working at B Riley Wealth Management in Dallas, TX and has over 7 years of experience in the finance industry.

24
Aimee M. Caraballo
CRD#: 2536475
3201 Enterprise Parkway, Suite 495, Beachwood, OH 44122

Aimee Caraballo (CRD# 2536475) is an Investment Advisor Representative working at B Riley Wealth Management in Beachwood, OH and has over 26 years of experience in the finance industry.

25
Ted H. Cashion
CRD#: 1562650
40 S. Main St., Suite 1800, Memphis, TN 38103

Ted Cashion (CRD# 1562650) is an Investment Advisor Representative working at B Riley Wealth Management in Memphis, TN and has over 35 years of experience in the finance industry.

26
Robert J. Cellucci
CRD#: 4270867
80 West Lancaster Avenue, Suite 210, Devon, PA 19333

Robert Cellucci (CRD# 4270867) is an Investment Advisor Representative working at B Riley Wealth Management in Devon, PA and has over 21 years of experience in the finance industry. Robert Cellucci has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

27
Joshua D. Chase
CRD#: 6175958
40 S. Main St., Suite 1800, Memphis, TN 38103

Joshua Chase (CRD# 6175958) is an Investment Advisor Representative working at B Riley Wealth Management in Memphis, TN and has over 9 years of experience in the finance industry.

28
Jennifer L. Chatterton
CRD#: 4790319
40 S. Main St., Suite 1800, Memphis, TN 38103

Jennifer Chatterton (CRD# 4790319) is an Investment Advisor Representative working at B Riley Wealth Management in Memphis, TN and has over 15 years of experience in the finance industry.

29
Young-ai Choi
CRD#: 705917
299 Park Avenue, 21st Floor, New York, NY 10171

Young-ai Choi (CRD# 705917) is an Investment Advisor Representative working at B Riley Wealth Management in New York, NY and has over 40 years of experience in the finance industry.

30
Firhan N. Choudhary
CRD#: 3023022
Miami, FL

Firhan Choudhary (CRD# 3023022) is an Investment Advisor Representative working at B Riley Wealth Management in Miami, FL and has over 24 years of experience in the finance industry.

PREV ... 1 2 3 4 5 6 7 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.