Riley Wealth Advisors, LLC
Riley Wealth Advisors, LLC (CRD# 145734) is a financial advisory firm headquartered in Southlake, TX. They manage $125,600,000 in 830 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management126MILLION
-
Total Number of Accounts830ACCOUNTS
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Average Account Value$151,325
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CO, FL, OK, TX
Financial Advisors at Riley Wealth Advisors, LLC
No Advisor Found.
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