Ek Riley Investments, LLC

Ek Riley Investments, LLC (CRD# 121003) is a financial advisory firm headquartered in Seattle, WA. They manage $163,748,306 in 476 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    164
    MILLION
  • Total Number of Accounts
    476
    ACCOUNTS
  • Average Account Value
    $344,009
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
  • 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, FL, GA, ID, IL, IN, MA, ME, MT, NC, NJ, NV, NY, OH, OR, TN, TX, UT, VA, WA

Financial Advisors at Ek Riley Investments, LLC
Showing 1 - 10 of 36 top financial advisors.
1
Daniel D. Adriatico
CRD#: 5066140
1420 5th Avenue Suite 3300, Seattle, WA 98101
93
Wealthminder
score

Daniel Adriatico (CRD# 5066140) is an Investment Advisor Representative working at Ek Riley Investments, LLC in Seattle, WA and has over 5 years of experience in the finance industry.

2
Dana R. Allen
CRD#: 2908774
1420 5th Avenue Suite 3300, Seattle, WA 98101
93
Wealthminder
score

Dana Allen (CRD# 2908774) is an Investment Advisor Representative working at Ek Riley Investments, LLC in Seattle, WA and has over 18 years of experience in the finance industry.

3
Leslie D. Archer
CRD#: 3101438
1005 Sw Disk Drive, Ste 101, Bend, OR 97702
93
Wealthminder
score

Leslie Archer (CRD# 3101438) is an Investment Advisor Representative working at Ek Riley Investments, LLC in Bend, OR and has over 16 years of experience in the finance industry.

4
Gail K. Baker
CRD#: 2749741
1420 5th Ave. Suite 3300, Seattle, WA 98101
93
Wealthminder
score

Gail Baker (CRD# 2749741) is an Investment Advisor Representative working at Ek Riley Investments, LLC in Seattle, WA and has over 17 years of experience in the finance industry.

5
Maria E. Becerra
CRD#: 4938375
1420 5th Ave. Suite 3300, Seattle, WA 98101
93
Wealthminder
score

Maria Becerra (CRD# 4938375) is an Investment Advisor Representative working at Ek Riley Investments, LLC in Seattle, WA and has over 8 years of experience in the finance industry.

6
Mark L. Dearman
CRD#: 1075313
Terrebonne, OR
93
Wealthminder
score

Mark Dearman (CRD# 1075313) is an Investment Advisor Representative working at Ek Riley Investments, LLC in Terrebonne, OR and has over 34 years of experience in the finance industry.

7
Lee C. Handley
CRD#: 2494886
1005 Sw Disk Drive, Ste 101, Bend, OR 97702
93
Wealthminder
score

Lee Handley (CRD# 2494886) is an Investment Advisor Representative working at Ek Riley Investments, LLC in Bend, OR and has over 22 years of experience in the finance industry.

8
Donald L. Jacobs
CRD#: 2489388
2530 Douglas Blvd, Ste 100, Roseville, CA 95661
93
Wealthminder
score

Donald Jacobs (CRD# 2489388) is an Investment Advisor Representative working at Ek Riley Investments, LLC in Roseville, CA and has over 22 years of experience in the finance industry.

9
Hellen M. Justus
CRD#: 4433872
1420 5th Avenue Suite 3300, Seattle, WA 98101
93
Wealthminder
score

Hellen Justus (CRD# 4433872) is an Investment Advisor Representative working at Ek Riley Investments, LLC in Seattle, WA and has over 15 years of experience in the finance industry.

10
Ginger M. Kessel
CRD#: 4649290
1420 5th Ave. Suite 3300, Seattle, WA 98101
93
Wealthminder
score

Ginger Kessel (CRD# 4649290) 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.

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