B. Riley Wealth

B. Riley Wealth Management is a boutique wealth management firm with a national presence, headquartered in Memphis, Tennessee, and operating as a wholly owned subsidiary of BRC Group Holdings, Inc., which is affiliated with B. Riley Financial. The firm is a FINRA-registered broker-dealer, a member of the Securities Investor Protection Corporation,... and operates B. Riley Wealth Advisors as an SEC-registered investment adviser. B. Riley Wealth provides comprehensive, collaborative financial solutions to a broad range of clients including individuals, families, businesses, institutions, non-profits, trusts, foundations, and endowments. The firm encompasses four distinct service entities: B. Riley Wealth Management, which offers securities and variable insurance products; B. Riley Wealth Advisors, which provides fee-based asset management and advisory services; B. Riley Wealth Insurance, which offers insurance products including fixed annuities; and B. Riley Wealth Tax Services, which provides tax preparation and accounting services. Financial professionals at B. Riley Wealth develop and implement comprehensive wealth plans tailored to each client's unique needs and financial goals, offering services spanning brokerage, investment management, financial planning, market research and analysis, lending solutions including securities-based lines of credit, corporate retirement plan management, business valuation, and estate planning. The firm's experienced advisors leverage the diverse resources and expertise of affiliated companies within the B. Riley Financial family, which spans investment banking, institutional brokerage, financial consulting, corporate restructuring, forensic accounting, and appraisal and valuation services. B. Riley Wealth Management holds client brokerage account assets through First Clearing, a trade name used by Wells Fargo Clearing Services, LLC. The firm maintains branch offices in major metropolitan areas across the United States and serves business executives, affluent investors, and ...Read More