Assets Under Management
$7.0B
Number of Clients
17,372
Number of Advisors
176
Average Client AUM
$405K
AUM per Advisor
$39.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
B. Riley Wealth Advisors provides investment advisory services through wrap fee programs. These programs include Advisor-as-Portfolio Manager (APM), Envestnet Platform programs (SMA, UMA, FSP), and B. Riley Wealth Investment Solutions Discretionary Management (W.I.S.D.M.). Fees and account terms are negotiated case-by-case. The firm has conflicts of interest related to affiliated entities and compensation structures.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Fees and breakpoints are negotiable.
40 S. Main St., Suite 1600, Memphis, TN, 38103