firm profile
B. Riley Wealth Advisors, Inc.
Overview
B. Riley Wealth Advisors, Inc. is an SEC registered investment adviser based in Memphis, TN, registered since 1999. It reports $4.2B in assets under management across 10,573 accounts, with 268 employees. It has 167 investment adviser representatives.
- Reported AUM
- $4.2B
- Discretionary
- 66%
- Accounts
- 10,573
- Average account
- $398K
- Employees
- 268
- Advisory reps
- 167
- Registered since
- 1999
- Jurisdictions
- 53
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 5
- Michael Anthony Mullen Co-Chief Executive Officer CRD 1428116
- Daniel Ortega Chief Compliance Officer CRD 3095215
- Mary Ann Swain Chief Financial Officer CRD 2857597
2 more executive officers, with direct contact details
Advisory reps 3 of 167
- Michael J Allan Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1257882
- Woodworth Steven Anderson Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1198409
- Mike Angelopoulos Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4070101
164 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 40 S Main St Ste 1600
Memphis, TN 38103 - County
- Shelby
- Metro area
- Memphis, TN-MS-AR
- Region
- South
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: brileywealth.com
Every state, with registration dates
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