Riley Wealth Advisors, LLC

Riley Wealth Advisors, LLC (CRD# 145734) is a financial advisory firm headquartered in Fort Worth, TX. They manage $129,900,000 in 855 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    855
    ACCOUNTS
  • Average Account Value
    $151,930
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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.

AZ, CO, FL, GA, IL, KS, NC, NE, OH, OK, PA, TX, VA, WI

Financial Advisors at Riley Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan Loeffler
CRD#: 5979802
306 West Seventh Street, Suite 602, Fort Worth, TX 76102
88
Wealthminder
score

Jonathan Loeffler (CRD# 5979802) is an Investment Advisor Representative working at Riley Wealth Advisors, LLC in Fort Worth, TX and has 1 year of experience in the finance industry.

2
William E. Riley
CRD#: 1493287
306 West Seventh Street, Suite 602, Fort Worth, TX 76102
83
Wealthminder
score

William Riley (CRD# 1493287) is an Investment Advisor Representative working at Riley Wealth Advisors, LLC in Fort Worth, TX and has over 31 years of experience in the finance industry.

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